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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
BWFA
51
Baltimore-Washington Financial Advisors
Maryland
$22.5M +$2.22M +40,627 +12%
AIM
52
Astor Investment Management
Illinois
$21.9M -$2.2M -40,317 -10%
AWA
53
Aquire Wealth Advisors
Utah
$20.2M -$900K -16,490 -5%
RW
54
RVW Wealth
California
$19.8M -$408K -7,464 -2%
CC
55
Callan Capital
California
$19.5M -$2.2M -40,377 -11%
MCC
56
Money Concepts Capital
Florida
$19.3M -$1.09M -20,044 -6%
FF
57
Fox Financial
Pennsylvania
$19.3M +$18M +330,566 New
LPT
58
Legacy Private Trust
Wisconsin
$19M +$634K +11,617 +4%
DC
59
Dorval Corp
Minnesota
$18.1M +$16.9M +310,069 New
BSWM
60
Boston Standard Wealth Management
Massachusetts
$17.9M – – –
BL
61
Balentine LLC
Georgia
$17.8M -$4.14M -75,852 -20%
CPP
62
Capasso Planning Partners
South Carolina
$17.5M +$2.99M +54,684 +22%
AAS
63
Annex Advisory Services
Wisconsin
$17.4M -$451K -8,259 -3%
SCA
64
Snowden Capital Advisors
New York
$17.1M -$189K -3,458 -1%
GWM
65
Geneos Wealth Management
Colorado
$16.9M +$949K +17,384 +6%
PA
66
Parallel Advisors
California
$16.6M -$3.78M -69,255 -20%
CFGSD
67
Compass Financial Group (South Dakota)
South Dakota
$16.6M -$1.33M -24,287 -8%
EH
68
Equitable Holdings
New York
$16.3M +$4.55M +83,332 +42%
GLA
69
Great Lakes Advisors
Illinois
$15.8M -$514K -9,421 -3%
PFA
70
Pure Financial Advisors
California
$15.3M -$767K -14,054 -5%
RCS
71
Retirement Capital Strategies
California
$14.9M +$9.23K +169 +0.1%
ACM
72
Advisors Capital Management
New Jersey
$14.9M +$2.27M +41,581 +20%
BW
73
BIP Wealth
Georgia
$14.5M +$781K +14,301 +6%
JCM
74
Jacobi Capital Management
Pennsylvania
$14.4M +$172K +3,149 +1%
AWM
75
AE Wealth Management
Kansas
$14.1M -$15.8M -289,732 -55%
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