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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
LFAS
51
Level Four Advisory Services
Texas
$11.7M +$4.15M +95,148 +60%
PWA
52
Peterson Wealth Advisors
Utah
$11.7M -$779K -17,875 -7%
SWP
53
Stratos Wealth Partners
Ohio
$10.4M +$606K +13,899 +7%
FWI
54
Facet Wealth Inc
Maryland
$10.2M +$9.68M +222,171 New
AWA
55
Arete Wealth Advisors
Illinois
$10.2M +$729K +16,716 +8%
TWA
56
Tillar-Wenstrup Advisors
Ohio
$10.1M +$41.4K +949 +0.4%
IF
57
IRON Financial
Illinois
$9.84M -$115K -2,637 -1%
BFS
58
Bickling Financial Services
Massachusetts
$9.29M +$8.79M +201,642 New
JCM
59
Jacobi Capital Management
Pennsylvania
$9.04M -$104K -2,391 -1%
CI
60
CX Institutional
Indiana
$8.86M +$959K +22,007 +13%
LFG
61
Larson Financial Group
Missouri
$8.79M -$346K -7,932 -4%
LA
62
LexAurum Advisors
Kansas
$8.36M +$477K +10,948 +6%
PFG
63
PAX Financial Group
Texas
$7.82M -$550K -12,620 -7%
NEWAS
64
N.E.W. Advisory Services
Wisconsin
$7.75M +$818K +18,775 +13%
CFS
65
Cannon Financial Strategists
Georgia
$7.7M -$56.8K -1,304 -0.8%
LFGH
66
Lee Financial Group Hawaii
Hawaii
$7.61M -$4.32M -99,105 -38%
SC
67
Savant Capital
Illinois
$7.39M -$580K -13,315 -8%
PFA
68
Professional Financial Advisors
Nebraska
$6.97M +$263K +6,040 +4%
SFG
69
StrategIQ Financial Group
Indiana
$6.75M -$112K -2,574 -2%
WAM
70
WNY Asset Management
New York
$6.61M +$6.24M +143,277 New
MA
71
Mutual Advisors
Nebraska
$6.59M +$559K +12,820 +10%
CPO
72
Cerity Partners OCIO
New York
$5.92M -$25.1K -576 -0.4%
5L
73
55I LLC
Massachusetts
$5.88M -$2.11M -48,420 -27%
CSPIA
74
Cary Street Partners Investment Advisory
Virginia
$5.88M -$1.58M -36,353 -22%
CAGAS
75
Capital Advisory Group Advisory Services
Minnesota
$5.87M +$1.58M +36,199 +40%
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