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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
BTI
651
Blue Trust Inc
Georgia
$11.7K +$11.3K +145 New
MFT
652
Moisand Fitzgerald Tamayo
Florida
$11.2K – – –
FDCDDQ
653
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K +$9.95K +128 New
GSWM
654
Golden State Wealth Management
California
$9.99K – – –
CBT
655
Crews Bank & Trust
Florida
$9.92K – – –
CFG
656
Clayton Financial Group
Missouri
$9.28K +$8.94K +115 New
LFA
657
LGT Financial Advisors
Texas
$8.65K – – –
OC
658
Oakworth Capital
Alabama
$8.55K – – –
TVWM
659
Tower View Wealth Management
Wisconsin
$8.17K – – –
OCM
660
Orion Capital Management
California
$6.45K – – –
SPIA
661
Steward Partners Investment Advisory
New York
$5.97K – – –
WWA
662
Wealth Watch Advisors
Colorado
$5.57K +$5.36K +69 New
DFA
663
DHJJ Financial Advisors
Illinois
$5.55K – – –
1IA
664
1620 Investment Advisors
Massachusetts
$4.44K – – –
LWMI
665
Legacy Wealth Management (Idaho)
Idaho
$4.36K – – –
SIS
666
Sound Income Strategies
Florida
$4.06K – – –
PWAM
667
Private Wealth Asset Management
Iowa
$3.79K – – –
DWM
668
Darwin Wealth Management
Florida
$2.42K – – –
RF
669
Rossby Financial
Florida
$2.19K +$2.1K +27 New
CFD
670
Creative Financial Designs
Indiana
$1.74K – – –
TWC
671
TD Waterhouse Canada
Ontario, Canada
$1.7K -$78 -1 -5%
RWA
672
Redmont Wealth Advisors
Illinois
$645 – – –
EWM
673
EPG Wealth Management
Georgia
$645 +$622 +8 New
AW
674
Affinity Wealth
Ohio
$565 -$5.59K -72 -91%
KIA
675
KCM Investment Advisors
California
– -$3.05M -40,698 Closed
25 26
27
28 29