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

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
401
CFS Investment Advisory Services
New Jersey
$1.15M +$122K +2,724 +13%
VWM
402
Venturi Wealth Management
Texas
$1.13M -$112K -2,500 -9%
MWM
403
McMill Wealth Management
Nebraska
$1.13M -$20.3K -453 -2%
WCM
404
WealthTrak Capital Management
Virginia
$1.12M +$1.09M +24,231 New
BEI
405
Benjamin Edwards Inc
Missouri
$1.11M +$4.13K +92 +0.4%
TCM
406
TD Capital Management
Tennessee
$1.11M -$253K -5,648 -19%
VAF
407
Values Added Financial
District of Columbia
$1.1M -$84.9K -1,893 -7%
FPWM
408
FSB Premier Wealth Management
Iowa
$1.1M -$174K -3,891 -14%
LFG
409
Lockerman Financial Group
California
$1.09M +$463K +10,335 +78%
ITB
410
Idaho Trust Bank
Idaho
$1.09M -$822K -18,327 -44%
SL
411
SWMG LLC
Texas
$1.08M +$89.8K +2,003 +9%
IA
412
IFG Advisory
Georgia
$1.08M -$616K -13,730 -37%
GC
413
Guidance Capital
Kentucky
$1.08M -$70.6K -1,574 -6%
CC
414
Courier Capital
New York
$1.08M +$47K +1,049 +5%
MCM
415
MAI Capital Management
Ohio
$1.07M -$674K -15,023 -39%
CA
416
Clearstead Advisors
Ohio
$1.06M +$71.9K +1,603 +8%
MWM
417
Meridian Wealth Management
Kentucky
$1.05M +$250K +5,585 +33%
ECM
418
Elgethun Capital Management
South Dakota
$1.05M -$1.47M -32,804 -59%
AC
419
Apella Capital
Connecticut
$1.03M -$13.2K -294 -1%
OWA
420
Outlook Wealth Advisors
Texas
$1.03M +$375K +8,361 +61%
TA
421
TKG Advisors
Indiana
$1.01M -$57.2K -1,275 -6%
KFP
422
Keener Financial Planning
Texas
$992K – – –
PFGIA
423
Patriot Financial Group Insurance Agency
Massachusetts
$982K +$182K +4,062 +24%
RIA
424
Regal Investment Advisors
Michigan
$982K +$628K +14,012 +195%
MWM
425
Maridea Wealth Management
New York
$976K +$940K +20,957 New
15 16
17
18 19