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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
AI
726
Atomic Invest
New York
$5.86K +$6.28K +76 New
DFA
727
DHJJ Financial Advisors
Illinois
$5.47K – – –
CA
728
Crewe Advisors
Utah
$4.35K – – –
KFI
729
Key Financial Inc
Pennsylvania
$4.35K – – –
SIS
730
Sound Income Strategies
Florida
$3.98K – – –
HHGA
731
Halbert Hargrove Global Advisors
California
$3.94K – – –
PWAM
732
Private Wealth Asset Management
Iowa
$3.32K -$413 -5 -11%
BWL
733
Bogart Wealth LLC
Virginia
$2.85K -$16.5K -200 -85%
NA
734
Networth Advisors
Pennsylvania
$2.53K – – –
1IA
735
1620 Investment Advisors
Massachusetts
$2.37K -$2.06K -25 -45%
DWM
736
Darwin Wealth Management
Florida
$2.37K – – –
SGFG
737
Silver Grove Financial Group
New York
$2.13K +$2.23K +27 New
CFD
738
Creative Financial Designs
Indiana
$1.72K – – –
TWC
739
TD Waterhouse Canada
Ontario, Canada
$1.67K – – –
BC
740
Barrett & Company
Rhode Island
$954 – – –
SWP
741
Strategic Wealth Partners
Ohio
$949 – – –
HPC
742
HM Payson & Co
Maine
$791 +$826 +10 New
VWA
743
VSM Wealth Advisory
Maryland
$712 +$743 +9 New
QCG
744
Quadrant Capital Group
Ohio
$633 +$661 +8 New
EWM
745
EPG Wealth Management
Georgia
$632 – – –
AIS
746
Advocate Investing Services
Maryland
$553 – – –
SRCM
747
Signature Resources Capital Management
California
$474 +$496 +6 New
IWMA
748
Ironwood Wealth Management (Arizona)
Arizona
$395 – – –
GFA
749
Godfrey Financial Associates
New York
$316 +$330 +4 New
BWM
750
Benson Wealth Management
Tennessee
$158 – – –
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