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State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$626K +$14.1K +318 +2%
AWA
227
Arkadios Wealth Advisors
Georgia
$621K +$617K +13,890 New
FAIM
228
Financial Advocates Investment Management
Washington
$606K +$363K +8,168 +152%
VDBMI
229
Van Den Berg Management I
Texas
$594K +$591K +13,295 New
AFAS
230
Acorn Financial Advisory Services
Virginia
$586K -$54K -1,214 -8%
EGA
231
E&G Advisors
Texas
$579K – – –
CAAS
232
Capital Asset Advisory Services
Michigan
$577K -$24K -539 -4%
PCIA
233
Prime Capital Investment Advisors
Kansas
$568K +$565K +12,714 New
AWM
234
Axxcess Wealth Management
California
$560K +$557K +12,536 New
GC
235
Gilbert & Cook
Iowa
$554K -$42.8K -963 -7%
SWA
236
Stratos Wealth Advisors
Ohio
$553K -$53.7K -1,209 -9%
JMPWA
237
JP Morgan Private Wealth Advisors
California
$541K +$2.71K +61 +0.5%
PFG
238
PAX Financial Group
Texas
$540K +$31.7K +713 +6%
CFA
239
Compass Financial Advisors
Indiana
$540K +$537K +12,092 New
OIA
240
OneDigital Investment Advisors
Kansas
$536K -$8.13K -183 -2%
HSG
241
Helen Stephens Group
Texas
$532K +$529K +11,898 New
CA
242
CoreCap Advisors
Michigan
$526K +$523K +11,764 New
TA
243
TKG Advisors
Indiana
$526K +$523K +11,773 New
HWM
244
Horizon Wealth Management
Illinois
$499K +$497K +11,171 New
BWM
245
BCS Wealth Management
Tennessee
$487K – – –
CA
246
CGN Advisors
Kansas
$484K +$5.11K +115 +1%
SPC
247
Sigma Planning Corp
Michigan
$484K +$208K +4,685 +76%
MSAM
248
Moloney Securities Asset Management
Missouri
$481K -$3.91K -88 -0.8%
SFG
249
SNS Financial Group
Minnesota
$476K +$131K +2,956 +38%
OPS
250
Orion Portfolio Solutions
Nebraska
$475K +$245K +5,519 +108%
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