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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
AFP
101
Ausdal Financial Partners
Iowa
$993K -$50.4K -1,510 -4%
RCA
102
Rowland Carmichael Advisors
Arizona
$979K -$116K -3,474 -10%
WPSG
103
Wealth & Pension Services Group
Georgia
$979K +$1.06M +31,687 New
PSG
104
Planning Solutions Group
Maryland
$956K +$1.03M +30,943 New
MWC
105
MBM Wealth Consultants
Missouri
$924K +$998K +29,883 New
GWA
106
Guidant Wealth Advisors
Illinois
$921K -$221K -6,620 -18%
FIM
107
Fernwood Investment Management
Massachusetts
$917K +$682K +20,434 +222%
BAM
108
Belpointe Asset Management
Nevada
$871K -$1.21M -36,263 -56%
WI
109
WrapManager Inc
California
$864K +$933K +27,946 New
FC
110
Financial Consulate
Maryland
$863K +$1.3K +39 +0.1%
VIM
111
Vista Investment Management
Pennsylvania
$839K +$75K +2,247 +9%
TRCT
112
Tower Research Capital (TRC)
New York
$810K +$489K +14,635 +126%
GAM
113
Garrison Asset Management
Arkansas
$781K +$844K +25,280 New
WS
114
Wedbush Securities
California
$765K +$265K +7,949 +47%
PTC
115
Private Trust Company
Ohio
$741K +$221K +6,614 +38%
ACA
116
Aptus Capital Advisors
Alabama
$728K +$787K +23,564 New
SFM
117
Signet Financial Management
New Jersey
$684K +$296K +8,856 +67%
MWPCG
118
Measured Wealth Private Client Group
New Hampshire
$664K +$174K +5,218 +32%
GBBWRPM
119
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$657K +$342K +10,226 +93%
JFA
120
JNBA Financial Advisors
Minnesota
$650K +$702K +21,030 New
VC
121
Vicus Capital
Pennsylvania
$638K +$26.1K +781 +4%
FHC
122
First Heartland Consultants
Missouri
$618K +$668K +20,004 New
GWM
123
Geneos Wealth Management
Colorado
$552K +$175K +5,230 +41%
CS
124
Credit Suisse
Switzerland
$550K +$231K +6,912 +64%
FHA
125
First Horizon Advisors
Tennessee
$544K – – –
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5
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