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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
BCB
151
Brian C. Broderick
$1.73M – – –
FFN
152
Focus Financial Network
Minnesota
$1.71M +$1.67M +34,859 New
AssetMark Inc
153
AssetMark Inc
California
$1.67M -$169K -3,531 -9%
ADL
154
Asset Dedication LLC
California
$1.64M -$95.3K -1,992 -6%
CWM
155
Collaborative Wealth Management
Florida
$1.64M +$1.41M +29,476 New
Royal Bank of Canada
156
Royal Bank of Canada
Ontario, Canada
$1.64M +$385K +8,054 +32%
DSN
157
D. Scott Neal
Kentucky
$1.63M -$24.3K -508 -2%
AWMG
158
Alliance Wealth Management Group
New Jersey
$1.63M +$156K +3,269 +11%
ACM
159
Advisors Capital Management
New Jersey
$1.61M +$25.2K +527 +2%
NFG
160
Next Financial Group
Texas
$1.61M +$574K +12,003 +58%
Goldman Sachs
161
Goldman Sachs
New York
$1.6M – – –
FHC
162
First Heartland Consultants
Missouri
$1.58M -$66.1K -1,382 -4%
Principal Financial Group
163
Principal Financial Group
Iowa
$1.57M +$125K +2,624 +9%
JWA
164
JFS Wealth Advisors
Pennsylvania
$1.56M +$5.98K +125 +0.4%
RC
165
Roundview Capital
New Jersey
$1.53M +$104K +2,169 +8%
IWM
166
IHT Wealth Management
Illinois
$1.48M -$509K -10,638 -26%
NWM
167
Northwest Wealth Management
Iowa
$1.42M +$40.8K +854 +3%
CA
168
Calton & Associates
Florida
$1.42M -$64.3K -1,344 -4%
SB
169
Strategic Blueprint
Georgia
$1.36M -$39.6K -828 -3%
FIM
170
Fernwood Investment Management
Massachusetts
$1.35M +$128K +2,687 +11%
SWM
171
Spire Wealth Management
Virginia
$1.33M +$1.3M +27,137 New
SPAS
172
Spectrum Planning & Advisory Services
California
$1.33M -$347K -7,267 -21%
FWM
173
FSA Wealth Management
Massachusetts
$1.32M -$866K -18,101 -40%
MSAM
174
Moloney Securities Asset Management
Missouri
$1.32M +$277K +5,784 +27%
HR
175
Hayden Royal
North Carolina
$1.32M +$1.28M +26,809 New
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