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
TWA
51
Tillar-Wenstrup Advisors
Ohio
$7.97M +$7.55M +211,019 New
SFS
52
Sowell Financial Services
Arkansas
$7.85M +$1.64M +45,987 +28%
LFG
53
Larson Financial Group
Missouri
$7.13M -$209K -5,833 -3%
SC
54
Savant Capital
Illinois
$7.12M -$410K -11,468 -6%
PFG
55
PAX Financial Group
Texas
$7M -$250K -6,988 -4%
BPB
56
Badgley, Phelps & Bell
Washington
$6.85M +$6.48M +181,208 New
WEPOG
57
Wealth Enhancement & Preservation of GA
Georgia
$6.73M -$9.54M -266,863 -60%
CFS
58
Cannon Financial Strategists
Georgia
$6.56M -$52.9K -1,478 -0.8%
LA
59
LexAurum Advisors
Kansas
$6.32M -$975K -27,263 -14%
TAM
60
Tradition Asset Management
Virginia
$6.29M +$38.9K +1,088 +0.7%
LFAS
61
Level Four Advisory Services
Texas
$5.71M +$5.04M +141,047 +1,344%
SFG
62
StrategIQ Financial Group
Indiana
$5.67M +$247K +6,918 +5%
5L
63
55I LLC
Massachusetts
$5.54M +$1.51M +42,171 +40%
PFA
64
Professional Financial Advisors
Nebraska
$5.5M -$2.29M -64,141 -31%
MA
65
Mutual Advisors
Nebraska
$5.49M -$5.51M -153,922 -51%
NAS
66
Nicolet Advisory Services
Wisconsin
$5.25M -$1.17M -32,727 -19%
JCM
67
Jacobi Capital Management
Pennsylvania
$5.13M -$4.2M -117,534 -46%
QA
68
Quantitative Advantage
Minnesota
$5.06M -$77.8K -2,176 -2%
CPO
69
Cerity Partners OCIO
New York
$5.04M +$2.81M +78,657 +144%
NEWAS
70
N.E.W. Advisory Services
Wisconsin
$5.01M +$4.75M +132,712 New
VA
71
Valmark Advisers
Ohio
$4.87M +$778K +21,761 +20%
GSC
72
G&S Capital
Colorado
$4.8M +$229K +6,405 +5%
CI
73
CX Institutional
Indiana
$4.72M -$6.17M -172,647 -58%
AWM
74
AE Wealth Management
Kansas
$4.51M +$3.39M +94,902 +387%
MWM
75
MBE Wealth Management
Wisconsin
$4.37M +$684K +19,127 +20%
1 2
3
4 5