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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
EWA
126
EP Wealth Advisors
California
$1.58M +$720K +18,878 +91%
BCB
127
Brian C. Broderick
$1.56M -$225K -5,900 -13%
IA
128
IFP Advisors
Florida
$1.46M -$66K -1,731 -5%
WI
129
WrapManager Inc
California
$1.45M +$1.39M +36,391 New
CPO
130
Cerity Partners OCIO
New York
$1.45M +$19.1K +500 +1%
DSN
131
D. Scott Neal
Kentucky
$1.42M -$28.6K -751 -2%
XF
132
XML Financial
Maryland
$1.38M +$1.32M +34,720 New
PWMG
133
Prestige Wealth Management Group
New Jersey
$1.37M – – –
FIM
134
Fernwood Investment Management
Massachusetts
$1.32M -$3.62K -95 -0.3%
FWM
135
FSA Wealth Management
Massachusetts
$1.32M +$1.26M +33,030 New
GP
136
Girard Partners
Pennsylvania
$1.29M +$653K +17,138 +112%
MSAM
137
Moloney Securities Asset Management
Missouri
$1.24M +$1.19M +31,167 New
GBBWRPM
138
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.21M -$51.7K -1,355 -4%
LNC
139
Lincoln National Corp
Pennsylvania
$1.19M -$11.4K -300 -1%
W
140
Wealthquest
Ohio
$1.17M -$351K -9,195 -24%
WWM
141
WT Wealth Management
Arizona
$1.17M +$1.12M +29,300 New
MWM
142
McNaughton Wealth Management
California
$1.12M +$1.08M +28,243 New
JWA
143
JFS Wealth Advisors
Pennsylvania
$1.1M +$5.91K +155 +0.6%
CA
144
Calton & Associates
Florida
$1.1M +$837K +21,944 +384%
TWM
145
Trinity Wealth Management
Pennsylvania
$1.09M +$1.04M +27,294 New
ZIG
146
Zurich Insurance Group
Switzerland
$1.06M +$852K +22,344 +369%
APA
147
American Portfolios Advisors
New York
$1.06M +$956K +25,077 +1,585%
RC
148
Roundview Capital
New Jersey
$1.04M +$129K +3,373 +15%
PG
149
Prostatis Group
Maryland
$1.03M +$989K +25,952 New
MIM
150
Moseley Investment Management
Florida
$1.01M -$93.1K -2,443 -9%
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