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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
KLI
151
Kelman-Lazarov Inc
Tennessee
$328K -$5.95K -166 -2%
SWM
152
Stockman Wealth Management
Montana
$313K – – –
NP
153
NorthRock Partners
Minnesota
$311K -$26.7K -744 -8%
DWM
154
Darwin Wealth Management
Florida
$310K -$17.9K -500 -6%
JGIA
155
Jackson Grant Investment Advisers
Connecticut
$310K +$17.1K +476 +6%
TF
156
TLWM Financial
Texas
$305K +$59.3K +1,655 +25%
MWM
157
Meridian Wealth Management
Kentucky
$291K +$286K +7,974 New
GLA
158
Good Life Advisors
Pennsylvania
$258K +$358 +10 +0.1%
PAG
159
Private Advisor Group
New Jersey
$255K +$5.02K +140 +2%
FWM
160
Focused Wealth Management
New York
$252K +$64.6K +1,803 +35%
CIA
161
Capital Investment Advisors
Georgia
$243K – – –
RW
162
REDW Wealth
New Mexico
$238K -$2.26K -63 -1%
AC
163
Alexandria Capital
Virginia
$233K +$20.5K +571 +10%
ATFA
164
All Terrain Financial Advisors
Minnesota
$227K -$9.21K -257 -4%
AWM
165
AE Wealth Management
Kansas
$221K +$5.48K +153 +3%
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$221K +$162K +4,533 +295%
MCM
167
Murphy Capital Management
New Jersey
$215K +$1.79K +50 +0.9%
FAM
168
Formidable Asset Management
Ohio
$214K -$728K -20,328 -78%
SWA
169
Stratos Wealth Advisors
Ohio
$213K +$210K +5,853 New
LFAS
170
Level Four Advisory Services
Texas
$209K +$201K +5,597 New
SP
171
Successful Portfolios
Florida
$207K -$3.58K -100 -2%
CA
172
Continuum Advisory
Idaho
$204K +$199K +5,558 New
TI
173
Truepoint Inc
Ohio
$202K +$198K +5,538 New
TFS
174
TrustCore Financial Services
Tennessee
$197K +$193K +5,400 New
BBA
175
Braun-Bostich & Associates
Pennsylvania
$167K -$28.7K -801 -15%
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