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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
CSC
726
Caldwell Sutter Capital
California
$27.6K – – –
WTA
727
Washington Trust Advisors
Massachusetts
$26.2K – – –
PJC
728
Phillip James Consulting
Minnesota
$25.4K +$24.6K +280 New
MWPCG
729
Measured Wealth Private Client Group
New Hampshire
$25.1K – – –
TFA
730
Transamerica Financial Advisors
Florida
$25K – – –
AWM
731
Abound Wealth Management
Tennessee
$24.6K -$1.76K -20 -7%
KG
732
Kilter Group
New York
$24K -$295K -3,347 -93%
BCWM
733
Bartlett & Co Wealth Management
Ohio
$23.8K – – –
CMP
734
Coston McIsaac & Partners
Maine
$23K – – –
PWMG
735
Private Wealth Management Group
New Jersey
$21K – – –
FIM
736
FWL Investment Management
Texas
$19.3K – – –
PWAM
737
Private Wealth Asset Management
Iowa
$19.2K +$14.9K +169 +402%
IA
738
IFG Advisory
Georgia
$17.7K +$17.2K +195 New
FC
739
Financial Consulate
Maryland
$17.6K – – –
TWC
740
TD Waterhouse Canada
Ontario, Canada
$16.3K +$14K +159 +757%
MFP
741
Meramec Financial Planners
Missouri
$15.7K – – –
DF
742
Dunhill Financial
United Kingdom
$15.3K – – –
AF
743
Advisornet Financial
Minnesota
$15.2K – – –
BWS
744
Buck Wealth Strategies
Colorado
$14.6K +$14.2K +161 New
TFGT
745
TS Financial Group (TSFG)
Illinois
$14K +$88 +1 +0.6%
BHWM
746
Bay Harbor Wealth Management
Maryland
$13.7K +$528 +6 +4%
CT
747
Caldwell Trust
Florida
$13.6K – – –
BTI
748
Blue Trust Inc
Georgia
$13.2K – – –
MFT
749
Moisand Fitzgerald Tamayo
Florida
$12.6K – – –
FDCDDQ
750
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.6K – – –
28 29
30
31 32