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

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
226
J.W. Cole Advisors
Florida
$2.57M +$535K +12,946 +28%
ACA
227
Aptus Capital Advisors
Alabama
$2.56M +$2.16M +52,164 +718%
SAM
228
Securian Asset Management
Minnesota
$2.55M +$64.1K +1,550 +3%
DFA
229
DHK Financial Advisors
New Hampshire
$2.55M +$2.45M +59,259 New
SW
230
SkyOak Wealth
Michigan
$2.54M +$51.3K +1,241 +2%
PSFG
231
Prairie Sky Financial Group
Illinois
$2.51M -$529K -12,797 -18%
IA
232
IFG Advisors
Missouri
$2.5M -$40.3K -976 -2%
GWP
233
Gateway Wealth Partners
Wisconsin
$2.5M -$478K -11,557 -17%
AWM
234
Axxcess Wealth Management
California
$2.49M +$245K +5,931 +11%
CW
235
CreativeOne Wealth
Kansas
$2.49M +$871K +21,070 +57%
TIM
236
Tortoise Investment Management
New York
$2.48M +$687K +16,630 +41%
LPT
237
Legacy Private Trust
Wisconsin
$2.47M +$47.5K +1,149 +2%
AWM
238
AE Wealth Management
Kansas
$2.47M -$31.4M -758,494 -93%
MF
239
Meridian Financial
Massachusetts
$2.46M +$215K +5,213 +10%
MWM
240
Modern Wealth Management
Kansas
$2.43M -$94.1K -2,276 -4%
TCM
241
Towercrest Capital Management
Pennsylvania
$2.39M -$154K -3,718 -6%
NP
242
NorthRock Partners
Minnesota
$2.39M -$45.7K -1,106 -2%
TCA
243
Transcend Capital Advisors
New Jersey
$2.38M +$57.9K +1,401 +3%
SFS
244
Sowell Financial Services
Arkansas
$2.37M +$4.22K +102 +0.2%
KAM
245
Knightsbridge Asset Management
California
$2.33M – – –
CPIG
246
Chicago Partners Investment Group
Illinois
$2.3M +$379K +9,157 +20%
NC
247
Napatree Capital
Rhode Island
$2.27M +$128K +3,092 +6%
TA
248
TFG Advisers
Michigan
$2.26M +$28.6K +692 +1%
PTC
249
Private Trust Company
Ohio
$2.2M +$102K +2,459 +5%
RCM
250
Raleigh Capital Management
North Carolina
$2.19M -$69.9K -1,692 -3%
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