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State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
601
Trevian Wealth Management
Massachusetts
$266K – – –
SAS
602
SMI Advisory Services
Indiana
$264K – – –
CPC
603
Cookson Peirce & Co
Pennsylvania
$262K – – –
C1AG
604
Client 1st Advisory Group
Florida
$260K -$38.3K -435 -13%
HWM
605
HB Wealth Management
Georgia
$259K – – –
HR
606
Howe & Rusling
New York
$259K +$159K +1,804 +171%
PGWM
607
Parisi Gray Wealth Management
New Jersey
$258K +$1.85K +21 +0.7%
CB
608
Commerce Bank
Missouri
$256K – – –
HWM
609
HBE Wealth Management
Nebraska
$254K – – –
NCM
610
Noesis Capital Mangement
Florida
$253K – – –
HWM
611
Horizon Wealth Management
Illinois
$252K – – –
MA
612
Montag & Associates
Georgia
$250K – – –
ML
613
Mayport LLC
Massachusetts
$249K – – –
BSTWA
614
Blake Schutter Theil Wealth Advisors
Ohio
$249K -$76.6K -870 -24%
HC
615
Hoese & Co
Minnesota
$247K – – –
MWC
616
MBM Wealth Consultants
Missouri
$247K – – –
PGWA
617
Plus Group Wealth Advisors
Wisconsin
$246K – – –
LWM
618
Luminvest Wealth Management
Arizona
$243K -$37.9K -431 -14%
FA
619
FSA Advisors
Michigan
$243K -$38.6K -439 -14%
CIAS
620
Capital Investment Advisory Services
North Carolina
$243K +$880 +10 +0.4%
NC
621
NovaPoint Capital
Georgia
$243K +$235K +2,675 New
CIA
622
Compass Ion Advisors
Pennsylvania
$240K +$233K +2,642 New
DG
623
DMC Group
Alabama
$238K +$231K +2,624 New
HSWS
624
Higgins & Schmidt Wealth Strategies
Colorado
$237K – – –
CI
625
CX Institutional
Indiana
$237K -$14.7K -167 -6%
23 24
25
26 27