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

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
351
JFS Wealth Advisors
Pennsylvania
$77K +$28.1K +723 +51%
TIM
352
Tortoise Investment Management
New York
$74K -$39.7K -1,023 -33%
BFPW
353
BOK Financial Private Wealth
Colorado
$73K +$78.9K +2,033 New
ANBT
354
American National Bank & Trust
Texas
$72K – – –
BHWM
355
Bay Harbor Wealth Management
Maryland
$70K +$6.48K +167 +9%
RIM
356
Rockbridge Investment Management
New York
$67K +$78 +2 +0.1%
PP
357
PrairieView Partners
Minnesota
$66K – – –
OSNBOA
358
Old Second National Bank of Aurora
Illinois
$64K +$466 +12 +0.7%
BA
359
Bellwether Advisors
Nebraska
$62K – – –
SPWM
360
Spartan Planning & Wealth Management
North Carolina
$56K +$582 +15 +1%
CMP
361
Coston McIsaac & Partners
Maine
$51K +$55K +1,416 New
TCWM
362
Total Clarity Wealth Management
Illinois
$51K +$55.3K +1,424 New
WTC
363
WhitTier Trust Company
Nevada
$48K +$52.2K +1,345 New
CCM
364
Covington Capital Management
California
$47K -$10.1K -259 -16%
ADL
365
Asset Dedication LLC
California
$44K – – –
HIA
366
Harbor Investment Advisory
Maryland
$39K +$42.6K +1,097 New
SSB
367
Sandy Spring Bank
Maryland
$38K – – –
HWMA
368
Heritage Wealth Management (Arizona)
Arizona
$32.2K -$21.3K -549 -38%
FWP
369
FAS Wealth Partners
Kansas
$31K – – –
GLLW
370
Graves Light Lenhart Wealth
Virginia
$29K – – –
MHR
371
Matthew Hamilton Rosenberg
$28K +$11.2K +289 +61%
AIA
372
Armor Investment Advisors
North Carolina
$26K -$34.9K -900 -55%
CFGS
373
Concourse Financial Group Securities
Alabama
$25K -$776 -20 -3%
CFFP
374
Center for Financial Planning
Michigan
$18K – – –
CWP
375
Concord Wealth Partners
Virginia
$18K +$17.8K +458 +881%
13 14
15
16 17