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

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
401
Capital CS Group
California
$473K +$452K +12,170 New
SPIA
402
Steward Partners Investment Advisory
New York
$471K +$407K +10,947 +919%
DA
403
Detalus Advisors
Missouri
$470K -$497K -13,379 -53%
SL
404
Sentinus LLC
Illinois
$467K -$12.1K -325 -3%
CIAS
405
CFS Investment Advisory Services
New Jersey
$463K +$38.8K +1,045 +10%
AWM
406
Apollon Wealth Management
South Carolina
$461K +$441K +11,859 New
PFG
407
PAX Financial Group
Texas
$459K -$11.4K -307 -3%
STA
408
Summit Trail Advisors
New York
$459K +$439K +11,818 New
LA
409
Latitude Advisors
Florida
$459K -$223 -6 -0.1%
MWM
410
Meridian Wealth Management
Kentucky
$458K +$89.1K +2,396 +26%
KFS
411
Kelly Financial Services
Massachusetts
$454K -$223K -5,999 -34%
MLA
412
My Legacy Advisors
Oregon
$452K +$28.2K +759 +7%
EGA
413
E&G Advisors
Texas
$452K -$13K -350 -3%
RWM
414
Reston Wealth Management
Virginia
$451K +$191K +5,130 +79%
MIG
415
McGuire Investment Group
Rhode Island
$441K +$422K +11,357 New
AFAS
416
Acorn Financial Advisory Services
Virginia
$440K -$111 -3 -0%
LA
417
Lynch & Associates
Indiana
$440K +$421K +11,327 New
BRWA
418
B. Riley Wealth Advisors
Florida
$438K +$419K +11,266 New
ICM
419
Islay Capital Management
Texas
$435K -$89.1K -2,398 -18%
SL
420
Salomon & Ludwin
Virginia
$434K +$415K +11,177 New
MA
421
Mutual Advisors
Nebraska
$433K +$414K +11,151 New
WF
422
Welch & Forbes
Massachusetts
$433K +$414K +11,147 New
AWA
423
Arkadios Wealth Advisors
Georgia
$433K -$6.73K -181 -2%
VF
424
Vawter Financial
Ohio
$428K +$409K +11,013 New
FPW
425
Flagship Private Wealth
Massachusetts
$426K -$79K -2,126 -16%
15 16
17
18 19