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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
EB
701
Eastern Bank
Massachusetts
$11.1K +$11K +135 New
RMC
702
Resources Management Corp
Connecticut
$11K +$10.6K +130 New
FDCDDQ
703
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.6K – – –
PWPS
704
Pinnacle Wealth Planning Services
Ohio
$10.2K +$10.1K +124 New
OC
705
Oakworth Capital
Alabama
$8.74K – – –
TVWM
706
Tower View Wealth Management
Wisconsin
$8.38K +$82 +1 +1%
ETC
707
Exchange Traded Concepts
Oklahoma
$8.25K -$3.92K -48 -32%
GSWM
708
Golden State Wealth Management
California
$8K -$2.21K -27 -22%
WWMSC
709
Wagner Wealth Management (South Carolina)
South Carolina
$7.75K +$7.69K +94 New
OCM
710
Orion Capital Management
California
$6.6K – – –
RP
711
Raelipskie Partnership
Ontario, Canada
$6.19K -$9.57K -117 -61%
SPIA
712
Steward Partners Investment Advisory
New York
$6.11K – – –
DFA
713
DHJJ Financial Advisors
Illinois
$5.69K – – –
IIM
714
IFC & Insurance Marketing
California
$5K +$5.23K +64 New
BHWM
715
Bay Harbor Wealth Management
Maryland
$4.62K +$4.58K +56 New
HI
716
Hoey Investments
Pennsylvania
$4.62K +$4.58K +56 New
1IA
717
1620 Investment Advisors
Massachusetts
$4.54K – – –
CA
718
Crewe Advisors
Utah
$4.54K +$4.5K +55 New
KFI
719
Key Financial Inc
Pennsylvania
$4.54K +$4.5K +55 New
SIS
720
Sound Income Strategies
Florida
$4.2K – – –
MW
721
Merited Wealth
Florida
$4.13K +$4.09K +50 New
HHGA
722
Halbert Hargrove Global Advisors
California
$4.11K +$4.09K +50 New
RF
723
Rossby Financial
Florida
$3.96K +$1.72K +21 +78%
PWAM
724
Private Wealth Asset Management
Iowa
$3.88K – – –
NA
725
Networth Advisors
Pennsylvania
$2.64K +$2.62K +32 New
27 28
29
30 31