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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
PGWA
601
Plus Group Wealth Advisors
Wisconsin
$224K +$222K +2,714 New
JIC
602
Johnson Investment Counsel
Ohio
$215K – – –
GIA
603
Gladstone Institutional Advisory
Florida
$213K -$203K -2,488 -49%
AWM
604
Angeles Wealth Management
California
$213K +$211K +2,576 New
QHA
605
Quarry Hill Advisors
Minnesota
$210K – – –
SAI
606
Savvy Advisors Inc
New York
$208K +$206K +2,522 New
NS
607
NBC Securities
Alabama
$208K – – –
TI
608
Truepoint Inc
Ohio
$206K -$245K -3,000 -55%
SS
609
Sunbelt Securities
Texas
$205K – – –
JFA
610
JNBA Financial Advisors
Minnesota
$204K -$899 -11 -0.4%
AW
611
Alchemi Wealth
Connecticut
$203K +$202K +2,465 New
CAM
612
Congress Asset Management
Massachusetts
$201K -$28.4K -347 -12%
AAP
613
Arax Advisory Partners
Colorado
$194K +$192K +2,354 New
MCM
614
MAI Capital Management
Ohio
$190K – – –
AP
615
Atwood & Palmer
Missouri
$190K – – –
LAMC
616
Longview Asset Management (California)
California
$185K – – –
PWMG
617
Prestige Wealth Management Group
New Jersey
$181K -$24.5K -300 -12%
S
618
SignatureFD
Georgia
$171K +$82 +1 +0%
HFS
619
Hantz Financial Services
Michigan
$168K – – –
CWM
620
Copia Wealth Management
Oregon
$165K -$3.6K -44 -2%
SAM
621
Sherman Asset Management
California
$163K – – –
CIAS
622
Capital Investment Advisory Services
North Carolina
$160K +$77.8K +951 +96%
SG
623
Sankala Group
Colorado
$157K +$154K +1,884 New
AG
624
AmeriFlex Group
Nevada
$149K +$148K +1,810 New
GT
625
Glenmede Trust
Pennsylvania
$148K +$146K +1,789 New
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