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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
MA
176
MJP Associates
Connecticut
$2.09M -$139K -2,934 -6%
USCWA
177
U.S. Capital Wealth Advisors
Texas
$2.02M – – –
RMAM
178
Raab & Moskowitz Asset Management
New Jersey
$1.98M -$76.7K -1,615 -4%
AFG
179
Affinia Financial Group
Massachusetts
$1.93M -$228K -4,795 -11%
BSW
180
Buckingham Strategic Wealth
Missouri
$1.92M +$252K +5,298 +15%
BOH
181
Bank of Hawaii
Hawaii
$1.91M +$1.92M +40,432 New
CI
182
CX Institutional
Indiana
$1.88M +$277K +5,835 +17%
GM
183
GeoWealth Management
Illinois
$1.84M -$1.85M -38,984 -50%
RWPA
184
Richard W. Paul & Associates
Michigan
$1.82M +$1.82M +38,389 New
GWP
185
Gateway Wealth Partners
Wisconsin
$1.77M +$1.77M +37,328 New
SFP
186
Strategic Financial Planning
Texas
$1.76M +$39.1K +822 +2%
FWM
187
Fingerlakes Wealth Management
New York
$1.73M -$53.6K -1,128 -3%
PFGIA
188
Patriot Financial Group Insurance Agency
Massachusetts
$1.69M -$26.7K -563 -2%
AWM
189
Avior Wealth Management
Nebraska
$1.66M – – –
ADL
190
Asset Dedication LLC
California
$1.59M -$24.1K -507 -1%
AWA
191
Alta Wealth Advisors
Massachusetts
$1.57M +$462K +9,714 +42%
HI
192
Harbour Investments
Wisconsin
$1.56M +$52.2K +1,098 +3%
FIM
193
Fernwood Investment Management
Massachusetts
$1.56M -$95.4K -2,009 -6%
SSWM
194
Sheets Smith Wealth Management
North Carolina
$1.56M -$134K -2,829 -8%
DT
195
Daniels + Tansey
Delaware
$1.55M -$618 -13 -0%
GWSG
196
GPS Wealth Strategies Group
Colorado
$1.53M +$186K +3,925 +14%
CGFA
197
Colton Groome Financial Advisors
North Carolina
$1.51M -$7.3M -153,683 -83%
WFA
198
Wade Financial Advisory
California
$1.5M -$3.42K -72 -0.2%
CA
199
Calton & Associates
Florida
$1.49M +$44.4K +935 +3%
OPWM
200
Oakwell Private Wealth Management
Texas
$1.44M -$589K -12,394 -29%
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