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

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
301
Stewardship Advisors
Pennsylvania
$270K -$7.45K -192 -2%
RCA
302
Ranch Capital Advisors
Florida
$267K +$288K +7,412 New
VCP
303
Verus Capital Partners
Arizona
$265K -$29.1K -751 -9%
SW
304
Simplicity Wealth
New Jersey
$264K -$186K -4,787 -40%
MWM
305
Meridian Wealth Management
Kentucky
$264K +$40.8K +1,051 +17%
TPCW
306
TD Private Client Wealth
New York
$263K -$83.5K -2,152 -23%
CGA
307
Crescent Grove Advisors
Illinois
$257K +$277K +7,131 New
AWA
308
Alta Wealth Advisors
Massachusetts
$251K -$1.63K -42 -0.6%
OC
309
Oppenheimer & Co
New York
$249K +$269K +6,920 New
FMWA
310
Forvis Mazars Wealth Advisors
Missouri
$246K +$265K +6,832 New
CB
311
Commerce Bank
Missouri
$245K -$35.3K -909 -12%
CCM
312
Crew Capital Management
Ohio
$245K +$1.75K +45 +0.7%
OFS
313
OneAscent Financial Services
Alabama
$244K +$263K +6,779 New
VIP
314
Vantage Investment Partners
Missouri
$242K – – –
DA
315
Detalus Advisors
Missouri
$242K +$261K +6,736 New
KCIA
316
Kingsbury Capital Investment Advisors
Illinois
$241K -$45.7K -1,178 -15%
HI
317
Harbour Investments
Wisconsin
$241K +$260K +6,697 New
ICG
318
InterOcean Capital Group
Tennessee
$240K +$259K +6,672 New
ISWM
319
Independent Solutions Wealth Management
New York
$237K -$2.1K -54 -0.8%
FCC
320
Flower City Capital
New York
$229K -$42.1K -1,084 -15%
TFGT
321
TS Financial Group (TSFG)
Illinois
$223K -$17.4K -449 -7%
MCWS
322
McKinley Carter Wealth Services
West Virginia
$221K -$699 -18 -0.3%
WSTAM
323
Wilbanks Smith & Thomas Asset Management
Virginia
$216K – – –
MAM
324
Mystic Asset Management
Rhode Island
$215K +$776 +20 +0.3%
MP
325
McDonald Partners
Ohio
$213K -$6.71K -173 -3%
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