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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
BBA
201
Braun-Bostich & Associates
Pennsylvania
$384K +$31.1K +816 +9%
FC
202
Fusion Capital
South Carolina
$378K +$361K +9,480 New
MGIA
203
Moneta Group Investment Advisors
Missouri
$375K -$381 -10 -0.1%
TRCT
204
Tower Research Capital (TRC)
New York
$372K -$252K -6,618 -41%
DA
205
Detalus Advisors
Missouri
$360K +$344K +9,023 New
KLI
206
Kelman-Lazarov Inc
Tennessee
$358K – – –
SWM
207
Stockman Wealth Management
Montana
$355K -$12.8K -335 -4%
HIMC
208
Heritage Investors Management Corp
Maryland
$342K +$327K +8,568 New
CAM
209
Congress Asset Management
Massachusetts
$340K +$325K +8,531 New
LWAC
210
Laurel Wealth Advisors (California)
California
$339K +$324K +8,492 New
IRC
211
Investors Research Corp
Georgia
$330K +$108K +2,839 +52%
DWM
212
Darwin Wealth Management
Florida
$329K -$15.8K -414 -5%
JGIA
213
Jackson Grant Investment Advisers
Connecticut
$327K -$22.6K -592 -7%
CWM
214
Cabot Wealth Management
Massachusetts
$327K +$11.3K +296 +4%
PP
215
PrairieView Partners
Minnesota
$322K -$91.9K -2,411 -23%
TC
216
Telemus Capital
Michigan
$319K +$305K +8,000 New
RCS
217
Retirement Capital Strategies
California
$306K -$15.7K -413 -5%
NP
218
NorthRock Partners
Minnesota
$299K -$38.9K -1,020 -12%
WAP
219
Wealthcare Advisory Partners
Pennsylvania
$299K +$49.5K +1,298 +21%
FHC
220
First Heartland Consultants
Missouri
$297K +$284K +7,454 New
AWM
221
Avior Wealth Management
Nebraska
$294K +$206K +5,405 +273%
GLA
222
Good Life Advisors
Pennsylvania
$292K +$4.35K +114 +2%
CA
223
Continuum Advisory
Idaho
$274K +$24.5K +642 +10%
AIP
224
Ameritas Investment Partners
Nebraska
$273K +$84.3K +2,211 +48%
MCM
225
Murphy Capital Management
New Jersey
$272K – – –
7 8
9
10 11