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

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
326
JDM Financial Group
Texas
$300K +$304K +8,111 New
QPWM
327
Quadrant Private Wealth Management
Pennsylvania
$291K +$295K +7,880 New
CWM
328
Catalyst Wealth Management
Georgia
$290K +$294K +7,843 New
AP
329
Adero Partners
California
$280K – – –
GL
330
Graypoint LLC
New York
$280K +$75 +2 +0%
MPW
331
MGO Private Wealth
California
$279K -$107K -2,864 -27%
IF
332
Intrua Financial
Texas
$278K +$270K +7,207 New
AWM
333
Axxcess Wealth Management
California
$276K -$594K -15,857 -68%
CCM
334
Crew Capital Management
Ohio
$270K +$14.6K +391 +6%
BFC
335
Blue Fin Capital
Rhode Island
$269K +$273K +7,281 New
ISWM
336
Independent Solutions Wealth Management
New York
$266K -$89.1K -2,379 -25%
MAM
337
Mystic Asset Management
Rhode Island
$259K +$17.4K +465 +7%
CAAM
338
Cornerstone Advisors Asset Management
Pennsylvania
$253K +$256K +6,845 New
FFW
339
Fusion Family Wealth
New York
$252K -$33.9K -904 -12%
CB
340
Commerce Bank
Missouri
$251K – – –
GFPC
341
Global Financial Private Client
Florida
$251K +$88.9K +2,374 +54%
VIP
342
Vantage Investment Partners
Missouri
$249K – – –
AFM
343
Abbot Financial Management
Massachusetts
$249K +$252K +6,733 New
OWA
344
Octavia Wealth Advisors
Ohio
$245K +$249K +6,635 New
IGWM
345
ICA Group Wealth Management
Colorado
$244K +$247K +6,604 New
APW
346
Austin Private Wealth
Texas
$243K +$247K +6,586 New
VPP
347
Vertex Planning Partners
Illinois
$237K +$240K +6,413 New
AIM
348
Acropolis Investment Management
Missouri
$235K +$239K +6,370 New
ICG
349
InterOcean Capital Group
Tennessee
$235K -$5.39K -144 -2%
RWM
350
Reston Wealth Management
Virginia
$234K -$805K -21,480 -77%
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