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

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
251
Baker Tilly Wealth Management
Wisconsin
$729K +$754K +19,304 New
CI
252
CX Institutional
Indiana
$729K -$987K -25,271 -57%
BC
253
Brio Consultants
California
$715K -$12.7K -326 -2%
SF
254
Safeguard Financial
Wisconsin
$710K +$734K +18,794 New
PFA
255
Professional Financial Advisors
Nebraska
$708K +$185K +4,734 +39%
RSA
256
River Street Advisors
Illinois
$692K +$1.8K +46 +0.3%
OWA
257
Outlook Wealth Advisors
Texas
$692K -$808K -20,697 -53%
RFG
258
Range Financial Group
Oregon
$690K +$65K +1,664 +10%
MFA
259
McClarren Financial Advisors
Pennsylvania
$689K -$14.4K -369 -2%
OSAM
260
O'Shaughnessy Asset Management
Connecticut
$686K +$709K +18,154 New
MWC
261
MBM Wealth Consultants
Missouri
$684K – – –
QWM
262
QP Wealth Management
New Jersey
$672K +$268K +6,867 +63%
KFS
263
Kelly Financial Services
Massachusetts
$669K +$553K +14,176 +402%
TA
264
TKG Advisors
Indiana
$647K +$45.3K +1,160 +7%
LSAG
265
Lake Street Advisors Group
New Hampshire
$640K +$2.46K +63 +0.4%
HF
266
HRT Financial
New York
$637K +$659K +16,885 New
AFG
267
Arkansas Financial Group
Arkansas
$636K +$300K +7,691 +84%
CA
268
Continuum Advisory
Idaho
$635K -$390K -9,984 -37%
DI
269
DFPG Investments
Utah
$627K +$54.2K +1,388 +9%
WMR
270
Wealth Management Resources
Rhode Island
$603K +$469 +12 +0.1%
IWMA
271
Ironwood Wealth Management (Arizona)
Arizona
$602K -$89.9K -2,302 -13%
CWM
272
Cedar Wealth Management
California
$589K +$4.76K +122 +0.8%
APW
273
Austin Private Wealth
Texas
$588K +$350K +8,977 +136%
CIAS
274
Capital Investment Advisory Services
North Carolina
$585K -$49.4K -1,264 -8%
CFA
275
Compass Financial Advisors
Indiana
$567K +$39.7K +1,017 +7%
9 10
11
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