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

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
301
Alta Wealth Advisors
Massachusetts
$3.27M +$93K +1,741 +3%
MWM
302
Modera Wealth Management
New Jersey
$3.25M -$35.4K -663 -1%
SAM
303
Securian Asset Management
Minnesota
$3.25M -$61.4K -1,150 -2%
MSA
304
Marathon Strategic Advisors
Pennsylvania
$3.24M -$5.82K -109 -0.2%
EWA
305
EP Wealth Advisors
California
$3.24M +$1.18M +22,011 +65%
FTWA
306
Fifth Third Wealth Advisors
Ohio
$3.23M +$232K +4,348 +8%
WCFA
307
Walkner Condon Financial Advisors
Wisconsin
$3.22M +$46.1K +863 +2%
CAL
308
Capital Analysts LLC
Pennsylvania
$3.21M -$319K -5,981 -10%
KNFPWM
309
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.21M +$5.45K +102 +0.2%
WCM
310
Wealthcare Capital Management
Virginia
$3.21M -$162K -3,035 -5%
SAM
311
Smartleaf Asset Management
Massachusetts
$3.18M – – –
CCG
312
Coastwise Capital Group
California
$3.17M +$161K +3,016 +6%
SCM
313
Saxony Capital Management
Missouri
$3.12M +$767K +14,358 +36%
CWP
314
Cyndeo Wealth Partners
Florida
$3.1M -$384K -7,200 -12%
MWAM
315
Manhattan West Asset Management
California
$3.1M +$144K +2,695 +5%
WCM
316
WLTH Capital Management
Arizona
$3.1M -$240K -4,495 -8%
NS
317
NBC Securities
Alabama
$3.08M +$107K +2,007 +4%
NGA
318
Naples Global Advisors
Florida
$3.03M -$267 -5 -0%
IWMA
319
Ironwood Wealth Management (Arizona)
Arizona
$2.99M -$84.7K -1,587 -3%
RCM
320
Raleigh Capital Management
North Carolina
$2.99M -$76K -1,424 -3%
RP
321
Raelipskie Partnership
Ontario, Canada
$2.98M +$715K +13,390 +35%
OWP
322
Obermeyer Wealth Partners
Colorado
$2.94M -$1.43M -26,812 -34%
BFC
323
Bedel Financial Consulting
Indiana
$2.94M +$221K +4,133 +9%
AF
324
Advisornet Financial
Minnesota
$2.93M +$641 +12 +0%
MFN
325
Midwest Financial Network
Illinois
$2.92M +$82.5K +1,545 +3%
11 12
13
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