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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
251
Balasa Dinverno & Foltz
– -$465K -14,256 Closed
AFP
252
Ausdal Financial Partners
Iowa
– -$455K -14,184 Closed
SCM
253
Stonehearth Capital Management
Massachusetts
– -$445K -13,641 Closed
RFN
254
RDA Financial Network
Iowa
– -$406K -12,663 Closed
FHC
255
First Heartland Consultants
Missouri
– -$392K -12,009 Closed
SSWM
256
Sheets Smith Wealth Management
North Carolina
– -$359K -11,005 Closed
BSG
257
Black Swift Group
Colorado
– -$356K -10,910 Closed
BCM
258
Brookstone Capital Management
Illinois
– -$349K -10,710 Closed
WWM
259
WT Wealth Management
Arizona
– -$313K -9,600 Closed
BRC
260
Bell Rock Capital
Delaware
– -$299K -9,396 Closed
AA
261
Alesco Advisors
New York
– -$305K -9,343 Closed
LWAC
262
Laurel Wealth Advisors (California)
California
– -$303K -9,299 Closed
RIA
263
Regal Investment Advisors
Michigan
– -$295K -9,042 Closed
CIBC Private Wealth Group
264
CIBC Private Wealth Group
Georgia
– -$289K -8,850 Closed
PWM
265
Perigon Wealth Management
California
– -$282K -8,666 Closed
ISWM
266
Independent Solutions Wealth Management
New York
– -$279K -8,552 Closed
CA
267
Crumly & Associates
Illinois
– -$269K -8,244 Closed
RTS
268
Round Table Services
New Jersey
– -$268K -8,209 Closed
DI
269
DFPG Investments
Utah
– -$242K -7,341 Closed
HighTower Advisors
270
HighTower Advisors
Illinois
– -$236K -7,208 Closed
AF
271
Apexium Financial
Texas
– -$232K -7,107 Closed
FIM
272
Fernwood Investment Management
Massachusetts
– -$232K -7,100 Closed
CCM
273
Coldstream Capital Management
Washington
– -$223K -6,823 Closed
NF
274
Nikulski Financial
Iowa
– -$212K -6,594 Closed
SPA
275
Sentinel Pension Advisors
Massachusetts
– -$208K -6,364 Closed