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

Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
426
United Capital Financial Advisors
Texas
$660K -$43.3K -1,047 -6%
CIS
427
Continental Investors Services
Washington
$656K +$207 +5 +0%
RCA
428
Ranch Capital Advisors
Florida
$655K +$12.9K +313 +2%
MC
429
Moors & Cabot
Massachusetts
$649K +$89.2K +2,159 +17%
NL
430
NWAM LLC
Washington
$646K +$25.5K +617 +4%
PPW
431
Parcion Private Wealth
Washington
$646K +$579 +14 +0.1%
FWM
432
Fingerlakes Wealth Management
New York
$640K -$1.53K -37 -0.2%
ITB
433
Idaho Trust Bank
Idaho
$640K +$615K +14,866 New
BFA
434
Brown Financial Advisory
Alabama
$636K -$130K -3,136 -18%
IAP
435
Indie Asset Partners
Indiana
$633K – – –
ME
436
McIlrath & Eck
Washington
$628K -$43K -1,041 -7%
WIC
437
Whitegate Investment Counselors
New Hampshire
$626K +$6.45K +156 +1%
UFA
438
US Financial Advisors
Massachusetts
$626K +$11.7K +283 +2%
TFG
439
Tilson Financial Group
New Jersey
$625K -$2.98K -72 -0.5%
GC
440
Gilbert & Cook
Iowa
$624K +$126K +3,039 +27%
BCFS
441
Butensky & Cohen Financial Security
Florida
$623K +$20.5K +495 +4%
CA
442
CGN Advisors
Kansas
$621K -$2.44K -59 -0.4%
SFS
443
Security Financial Services
Indiana
$619K -$259K -6,265 -30%
BC
444
Brio Consultants
California
$614K -$13.4K -323 -2%
FMN
445
Financial Management Network
California
$611K -$111K -2,697 -16%
CPA
446
Capital Planning Advisors
California
$611K +$2.07K +50 +0.4%
BBA
447
BLB&B Advisors
Pennsylvania
$595K – – –
AWA
448
Alaska Wealth Advisors
Alaska
$591K +$55.7K +1,347 +11%
SWM
449
SFG Wealth Management
Maryland
$591K +$53.4K +1,292 +10%
SWA
450
Sightline Wealth Advisors
Connecticut
$586K -$326K -7,887 -37%
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