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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
676
Timmons Wealth Management
Massachusetts
$38.5K -$165 -2 -0.4%
PAG
677
Paladin Advisory Group
Iowa
$38.4K – – –
FWP
678
FAS Wealth Partners
Kansas
$35.7K – – –
GWSA
679
Global Wealth Strategies & Associates
Colorado
$34.5K – – –
ACM
680
Anfield Capital Management
California
$33.4K – – –
SAM
681
Smartleaf Asset Management
Massachusetts
$32.8K +$330 +4 +0.9%
LAS
682
Lloyd Advisory Services
Georgia
$31.5K -$382K -4,630 -92%
KFG
683
Kingdom Financial Group
Arizona
$31.5K +$248 +3 +0.8%
OA
684
Operose Advisors
Wisconsin
$31.2K +$248 +3 +0.8%
GSEP
685
Golden State Equity Partners
California
$28.5K +$29.7K +360 New
TWM
686
Topsail Wealth Management
North Carolina
$28.1K – – –
AIA
687
Aventus Investment Advisors
Florida
$27K – – –
NWM
688
Nova Wealth Management
Florida
$25.9K – – –
GF
689
GGM Financials
Ohio
$25.7K +$83 +1 +0.3%
CSC
690
Caldwell Sutter Capital
California
$24K – – –
AWM
691
Abound Wealth Management
Tennessee
$23K +$1.65K +20 +7%
WTA
692
Washington Trust Advisors
Massachusetts
$22.8K – – –
BCWM
693
Bartlett & Co Wealth Management
Ohio
$22.8K – – –
MWPCG
694
Measured Wealth Private Client Group
New Hampshire
$21.8K – – –
TFA
695
Transamerica Financial Advisors
Florida
$21.7K +$22.7K +275 New
CMP
696
Coston McIsaac & Partners
Maine
$20K – – –
PWMG
697
Private Wealth Management Group
New Jersey
$18.3K – – –
TWM
698
TopTier Wealth Management
Wisconsin
$16.9K +$17.7K +214 New
FIM
699
FWL Investment Management
Texas
$16.8K – – –
IWMWV
700
Ironwood Wealth Management (West Virginia)
West Virginia
$15.9K +$15.9K +192 New
26 27
28
29 30