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

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
301
Modern Wealth Management
Kansas
$2.74M -$150K -3,028 -5%
WAOI
302
Wealth Advisors of Iowa
Iowa
$2.73M +$693K +14,009 +33%
MSA
303
Marathon Strategic Advisors
Pennsylvania
$2.72M +$86.2K +1,741 +3%
PTC
304
Private Trust Company
Ohio
$2.7M -$193K -3,905 -7%
OWM
305
Omnitrust Wealth Management
Florida
$2.69M +$2.75M +55,631 New
KNFPWM
306
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.68M +$16K +324 +0.6%
WCFA
307
Walkner Condon Financial Advisors
Wisconsin
$2.66M +$94.6K +1,911 +4%
AWA
308
Alta Wealth Advisors
Massachusetts
$2.65M +$336K +6,779 +14%
SW
309
Simplicity Wealth
New Jersey
$2.62M +$512K +10,352 +24%
SAM
310
Smartleaf Asset Management
Massachusetts
$2.61M +$853K +17,241 +45%
IWMA
311
Ironwood Wealth Management (Arizona)
Arizona
$2.59M -$89.5K -1,808 -3%
RCM
312
Raleigh Capital Management
North Carolina
$2.57M -$544K -10,998 -17%
AWM
313
Apollon Wealth Management
South Carolina
$2.55M +$314K +6,349 +14%
NGA
314
Naples Global Advisors
Florida
$2.54M -$5.59K -113 -0.2%
TBF
315
True Blue Financial
Michigan
$2.52M +$345K +6,979 +15%
CCG
316
Coastwise Capital Group
California
$2.51M +$33.2K +670 +1%
GSWM
317
Golden State Wealth Management
California
$2.51M -$1.13M -22,883 -31%
BWM
318
BCGM Wealth Management
Indiana
$2.51M -$28.2K -569 -1%
GWP
319
Gateway Wealth Partners
Wisconsin
$2.5M +$1.35M +27,301 +112%
FTWA
320
Fifth Third Wealth Advisors
Ohio
$2.5M +$261K +5,273 +11%
SFM
321
Signet Financial Management
New Jersey
$2.49M +$202K +4,087 +9%
NS
322
NBC Securities
Alabama
$2.49M +$170K +3,444 +7%
MWAM
323
Manhattan West Asset Management
California
$2.47M +$242K +4,889 +11%
AF
324
Advisornet Financial
Minnesota
$2.46M +$65.5K +1,323 +3%
IA
325
Integrity Alliance
Iowa
$2.45M +$2.18M +43,948 +652%
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