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

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
401
Flagstar Advisors
New York
$7.97K +$8.86K +234 New
TF
402
TimeScale Financial
Massachusetts
$7K +$7.3K +193 New
NFSG
403
Newbridge Financial Services Group
Florida
$7K +$7.57K +200 New
SC
404
SouthState Corp
Florida
$6K – – –
SPIA
405
Steward Partners Investment Advisory
New York
$6K – – –
HS
406
Horan Securities
United States
$6K +$38 +1 +0.6%
TSWM
407
Tyler-Stone Wealth Management
Ohio
$5K -$5.3K -140 -51%
MW
408
Milestone Wealth
New York
$5K -$379 -10 -7%
SWM
409
Spire Wealth Management
Virginia
$4K -$6.06K -160 -59%
LWANC
410
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
SWM
411
Selective Wealth Management
Virginia
$4K – – –
VCM
412
Vigilant Capital Management
Maine
$4K +$4.54K +120 New
C
413
Covestor
United Kingdom
$3K -$2.12K -56 -43%
PFM
414
Phillips Financial Management
Indiana
$3K +$3.63K +96 New
OPW
415
Oxler Private Wealth
New York
$2.26K – – –
PA
416
Parallel Advisors
California
$2K -$12.3K -325 -84%
IHWM
417
Iron Horse Wealth Management
Iowa
$2K -$3.79K -100 -63%
BCMLT
418
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K -$1.63K -43 -49%
FHA
419
First Horizon Advisors
Tennessee
$2K – – –
PWMG
420
Prestige Wealth Management Group
New Jersey
$2K – – –
BEI
421
Benjamin Edwards Inc
Missouri
$2K +$38 +1 +1%
EIP
422
Ellis Investment Partners
Pennsylvania
$2K +$2.5K +66 New
GWANC
423
Guardian Wealth Advisors (North Carolina)
North Carolina
$1K -$379 -10 -33%
CA
424
Crewe Advisors
Utah
$1K – – –
HFS
425
Hantz Financial Services
Michigan
$1K – – –
15 16
17
18 19