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

Name Holding Trade Value Shares
Change 		Change in
Stake
GHAM
376
Gilman Hill Asset Management
Connecticut
$849K – – –
AIS
377
American Investment Services
Massachusetts
$840K – – –
MCM
378
MidAtlantic Capital Management
Virginia
$835K +$745K +19,786 New
T
379
Tidemark
California
$834K +$745K +19,777 New
AC
380
Apella Capital
Connecticut
$833K -$29.2K -776 -4%
GEA
381
Glen Eagle Advisors
New Jersey
$825K +$21.7K +577 +3%
GSEP
382
Golden State Equity Partners
California
$819K +$331K +8,785 +83%
PCIA
383
Prime Capital Investment Advisors
Kansas
$809K +$37.1K +985 +5%
TA
384
TKG Advisors
Indiana
$805K +$49.2K +1,305 +7%
MFA
385
McClarren Financial Advisors
Pennsylvania
$801K +$1.47K +39 +0.2%
SF
386
Safeguard Financial
Wisconsin
$793K – – –
MA
387
MONECO Advisors
Connecticut
$786K +$28.7K +762 +4%
RSWM
388
Robertson Stephens Wealth Management
California
$786K – – –
LCGC
389
Legacy Capital Group California
California
$782K +$699K +18,549 New
BFEC
390
Benjamin F. Edwards & Company
Missouri
$777K -$3.92K -104 -0.6%
IFG
391
Independent Financial Group
California
$774K +$429K +11,398 +164%
SPIA
392
Steward Partners Investment Advisory
New York
$771K +$140K +3,705 +25%
RSA
393
River Street Advisors
Illinois
$770K +$188 +5 +0%
WSTAM
394
Wilbanks Smith & Thomas Asset Management
Virginia
$768K +$84.2K +2,235 +14%
TRCT
395
Tower Research Capital (TRC)
New York
$764K +$319K +8,480 +88%
BCA
396
Bay Colony Advisors
Massachusetts
$758K – – –
BFA
397
Brown Financial Advisory
Alabama
$755K -$39.6K -1,051 -6%
MWM
398
Meridian Wealth Management
Kentucky
$739K +$76.8K +2,038 +13%
SW
399
SVB Wealth
Massachusetts
$726K -$37.8K -1,004 -6%
AFM
400
Abbot Financial Management
Massachusetts
$723K +$678 +18 +0.1%
14 15
16
17 18