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

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
376
Money Concepts Capital
Florida
$890K +$138K +3,305 +18%
BWFA
377
Baltimore-Washington Financial Advisors
Maryland
$886K +$9.17K +220 +1%
KFP
378
Keener Financial Planning
Texas
$884K +$2.71K +65 +0.3%
WFAG
379
Worth Financial Advisory Group
North Carolina
$878K +$99K +2,375 +13%
CF
380
Corrigan Financial
Rhode Island
$876K – – –
FG
381
Fiduciary Group
Georgia
$872K -$29.3K -703 -3%
TA
382
TKG Advisors
Indiana
$853K +$63.4K +1,522 +8%
MA
383
MONECO Advisors
Connecticut
$849K +$75.5K +1,812 +10%
SWM
384
Seaside Wealth Management
California
$844K -$1.17K -28 -0.1%
FNWA
385
Financial Network Wealth Advisors
Utah
$839K +$532K +12,776 +182%
KFI
386
Key Financial Inc
Pennsylvania
$838K +$96.6K +2,319 +13%
PCIA
387
Prime Capital Investment Advisors
Kansas
$838K -$2.2M -52,764 -72%
ECG
388
EPIQ Capital Group
California
$837K +$508K +12,189 +153%
WIA
389
World Investment Advisors
California
$837K +$215K +5,162 +34%
BSW
390
Buckingham Strategic Wealth
Missouri
$833K -$66.8K -1,604 -7%
AIS
391
American Investment Services
Massachusetts
$827K – – –
VAF
392
Values Added Financial
District of Columbia
$823K +$20.9K +501 +3%
MCM
393
MidAtlantic Capital Management
Virginia
$822K – – –
SWM
394
SigFig Wealth Management
California
$807K -$1.27M -30,533 -61%
PFGIA
395
Patriot Financial Group Insurance Agency
Massachusetts
$804K +$165K +3,971 +26%
BFEC
396
Benjamin F. Edwards & Company
Missouri
$793K +$51.9K +1,245 +7%
WPC
397
White Pine Capital
Minnesota
$793K – – –
CA
398
Clearstead Advisors
Ohio
$787K +$759K +18,206 +2,477%
SF
399
Safeguard Financial
Wisconsin
$781K – – –
KWA
400
Kingswood Wealth Advisors
California
$779K +$781K +18,747 New
14 15
16
17 18