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

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
251
Sequoia Financial Advisors
Ohio
$3.46M -$45.4K -917 -1%
JCM
252
Jacobi Capital Management
Pennsylvania
$3.46M +$279K +5,631 +9%
NP
253
NorthRock Partners
Minnesota
$3.45M +$943K +19,056 +36%
DI
254
Disciplined Investors
Texas
$3.44M +$101K +2,041 +3%
KBFS
255
Kohmann Bosshard Financial Services
Ohio
$3.43M – – –
CIA
256
Concurrent Investment Advisors
Florida
$3.42M +$1.29M +26,060 +58%
GC
257
Grimes & Company
Massachusetts
$3.41M -$1.78K -36 -0.1%
ACA
258
Aptus Capital Advisors
Alabama
$3.36M +$339K +6,841 +11%
LFAS
259
Level Four Advisory Services
Texas
$3.32M +$680K +13,738 +25%
SG
260
StoneX Group
New York
$3.24M +$3.32M +67,086 New
DC
261
Destiny Capital
Colorado
$3.24M -$189K -3,820 -5%
BCG
262
Breakwater Capital Group
New Jersey
$3.24M +$36.6K +740 +1%
PC
263
Pecaut & Co
Iowa
$3.23M -$83K -1,677 -2%
FFA
264
Farther Finance Advisors
California
$3.21M +$250K +5,053 +8%
WAM
265
WNY Asset Management
New York
$3.21M +$3.29M +66,457 New
CIM
266
Capital Investment Management
Missouri
$3.21M +$61.7K +1,247 +2%
LFA
267
Legend Financial Advisors
Pennsylvania
$3.21M +$647K +13,064 +25%
AAS
268
Annex Advisory Services
Wisconsin
$3.21M -$156K -3,145 -5%
MF
269
Meridian Financial
Massachusetts
$3.2M +$77.9K +1,574 +2%
LC
270
Luminist Capital
Michigan
$3.19M +$3.27M +66,040 New
CIAS
271
CFS Investment Advisory Services
New Jersey
$3.19M +$1.69M +34,189 +130%
CWA
272
Clarus Wealth Advisors
Arizona
$3.16M -$49.3K -996 -2%
NB
273
Nicolet Bankshares
Wisconsin
$3.11M +$3.17M +64,023 New
OWA
274
Opal Wealth Advisors
New York
$3.1M +$151K +3,047 +5%
SFS
275
Sowell Financial Services
Arkansas
$3.08M +$85.4K +1,725 +3%
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11
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