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

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
401
Csenge Advisory Group
Florida
$1.19M +$23.5K +505 +2%
FT
402
Fiduciary Trust
Massachusetts
$1.17M – – –
GAM
403
Gotham Asset Management
New York
$1.17M +$324K +6,961 +36%
CCFCSB
404
Cape Cod Five Cents Savings Bank
Massachusetts
$1.17M – – –
HL
405
HeadInvest LLC
Maine
$1.16M +$259K +5,570 +27%
GC
406
Guidance Capital
Kentucky
$1.15M +$1.15M +24,765 New
FPWM
407
FSB Premier Wealth Management
Iowa
$1.15M +$6.84K +147 +0.6%
EIA
408
Eldridge Investment Advisors
New Hampshire
$1.14M -$85.4K -1,837 -7%
CCM
409
Canal Capital Management
Virginia
$1.13M +$1.17M +25,228 New
AGDI
410
Absolute Gestao de Investimentos
Brazil
$1.12M +$1.16M +25,000 New
CRI
411
Colonial River Investments
Virginia
$1.11M -$206K -4,428 -15%
AWA
412
AGH Wealth Advisors
Kansas
$1.11M +$1.15M +24,688 New
T
413
Tidemark
California
$1.1M -$40.5K -871 -3%
RSA
414
River Street Advisors
Illinois
$1.1M -$196K -4,208 -15%
ECG
415
Edge Capital Group
Georgia
$1.09M +$47.4K +1,019 +4%
DFA
416
Davies Financial Advisors
California
$1.08M +$461K +9,908 +70%
SWTS
417
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.08M +$1.12M +24,059 New
HCP
418
Hardin Capital Partners
South Carolina
$1.07M -$698 -15 -0.1%
GHAM
419
Gilman Hill Asset Management
Connecticut
$1.06M +$233 +5 +0%
SIC
420
Salem Investment Counselors
North Carolina
$1.05M – – –
ACM
421
Armbruster Capital Management
New York
$1.05M +$130K +2,789 +14%
WAOI
422
Wealth Advisors of Iowa
Iowa
$1.05M -$57.9K -1,244 -5%
SCM
423
SOL Capital Management
Maryland
$1.04M +$43K +925 +4%
ECG
424
EPIQ Capital Group
California
$1.02M +$96.2K +2,069 +10%
VAF
425
Values Added Financial
District of Columbia
$1.02M +$185K +3,979 +21%
15 16
17
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