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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
NWM
151
Northwest Wealth Management
Iowa
$783K +$23.7K +629 +3%
ACA
152
Aptus Capital Advisors
Alabama
$776K -$8.3M -220,545 -90%
AWM
153
AE Wealth Management
Kansas
$772K -$6.32M -168,079 -87%
TCM
154
Telos Capital Management
California
$770K +$132K +3,512 +17%
SCA
155
Snowden Capital Advisors
New York
$769K +$211K +5,615 +30%
KM
156
Kalos Management
Georgia
$745K -$89.5K -2,379 -10%
CBT
157
Capital Bank & Trust
California
$724K +$866K +23,025 New
BJL
158
Brighton Jones LLC
Washington
$705K -$25.1K -667 -3%
IA
159
IFP Advisors
Florida
$680K -$577K -15,343 -42%
RPSA
160
Richard P. Slaughter Associates
Texas
$658K +$93.6K +2,488 +13%
IRC
161
Investors Research Corp
Georgia
$636K +$449K +11,936 +144%
AFP
162
Ausdal Financial Partners
Iowa
$627K +$189K +5,017 +38%
WFA
163
Wade Financial Advisory
California
$625K +$1.02K +27 +0.1%
CAL
164
Capital Analysts LLC
Pennsylvania
$623K +$75.5K +2,008 +11%
FHC
165
First Heartland Consultants
Missouri
$614K +$454K +12,073 +162%
SFM
166
Signet Financial Management
New Jersey
$568K -$156K -4,159 -20%
VIM
167
Vista Investment Management
Pennsylvania
$567K -$45K -1,197 -6%
FHA
168
First Horizon Advisors
Tennessee
$554K – – –
GAM
169
Garrison Asset Management
Arkansas
$546K – – –
CWM
170
Cornerstone Wealth Management
Missouri
$541K +$117K +3,104 +22%
RPGK
171
Retirement Planning Group (Kansas)
Kansas
$516K -$143K -3,804 -19%
WAS
172
Wealth Advisory Solutions
Indiana
$512K +$181K +4,824 +42%
BF
173
BOK Financial
Oklahoma
$505K – – –
IWM
174
IHT Wealth Management
Illinois
$505K +$604K +16,061 New
SIM
175
Sadoff Investment Management
Wisconsin
$503K – – –
5 6
7
8 9