We are live on ! Find out more
SPTM icon

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

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
651
Moisand Fitzgerald Tamayo
Florida
$11.2K – – –
FDCDDQ
652
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K +$9.95K +128 New
GSWM
653
Golden State Wealth Management
California
$9.99K – – –
CBT
654
Crews Bank & Trust
Florida
$9.92K – – –
CFG
655
Clayton Financial Group
Missouri
$9.28K +$8.94K +115 New
LFA
656
LGT Financial Advisors
Texas
$8.65K – – –
OC
657
Oakworth Capital
Alabama
$8.55K – – –
TVWM
658
Tower View Wealth Management
Wisconsin
$8.17K – – –
OCM
659
Orion Capital Management
California
$6.45K – – –
SPIA
660
Steward Partners Investment Advisory
New York
$5.97K – – –
WWA
661
Wealth Watch Advisors
Colorado
$5.57K +$5.36K +69 New
DFA
662
DHJJ Financial Advisors
Illinois
$5.55K – – –
1IA
663
1620 Investment Advisors
Massachusetts
$4.44K – – –
LWMI
664
Legacy Wealth Management (Idaho)
Idaho
$4.36K – – –
SIS
665
Sound Income Strategies
Florida
$4.06K – – –
PWAM
666
Private Wealth Asset Management
Iowa
$3.79K – – –
DWM
667
Darwin Wealth Management
Florida
$2.42K – – –
RF
668
Rossby Financial
Florida
$2.19K +$2.1K +27 New
CFD
669
Creative Financial Designs
Indiana
$1.74K – – –
TWC
670
TD Waterhouse Canada
Ontario, Canada
$1.7K -$78 -1 -5%
RWA
671
Redmont Wealth Advisors
Illinois
$645 – – –
EWM
672
EPG Wealth Management
Georgia
$645 +$622 +8 New
KIA
673
KCM Investment Advisors
California
– -$3.05M -40,698 Closed
OFS
674
OneAscent Financial Services
Alabama
– -$2.1M -28,059 Closed
NAS
675
NWF Advisory Services
California
– -$1.93M -25,727 Closed
24 25 26
27
28