SPSM icon

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

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
426
Independent Advisor Alliance
North Carolina
$857K -$61.5M -1,396,994 -99%
CF
427
Corrigan Financial
Rhode Island
$846K +$3.57K +81 +0.4%
BEI
428
Benjamin Edwards Inc
Missouri
$843K +$131K +2,966 +17%
RIS
429
Richmond Investment Services
Wisconsin
$829K +$548K +12,430 +157%
DWM
430
Denver Wealth Management
Colorado
$829K -$76K -1,726 -8%
XPN
431
XY Planning Network
Montana
$824K +$890K +20,204 New
SWM
432
Seaside Wealth Management
California
$823K +$12.2K +276 +1%
BWFA
433
Baltimore-Washington Financial Advisors
Maryland
$820K -$485 -11 -0.1%
DW30
434
Drucker Wealth 3.0
New Jersey
$819K +$262K +5,948 +42%
MCM
435
MidAtlantic Capital Management
Virginia
$806K – – –
AIS
436
American Investment Services
Massachusetts
$802K – – –
WPC
437
White Pine Capital
Minnesota
$800K +$5.55K +126 +0.6%
RFS
438
Richardson Financial Services
Massachusetts
$794K -$404K -9,177 -32%
VCP
439
Verus Capital Partners
Arizona
$787K +$36.5K +828 +4%
BW
440
BIP Wealth
Georgia
$785K -$126K -2,858 -13%
P
441
Pitcairn
Pennsylvania
$776K +$839K +19,037 New
AFG
442
Atomi Financial Group
New York
$769K +$470K +10,675 +130%
TWM
443
Trinity Wealth Management
Pennsylvania
$766K +$21.5K +488 +3%
KFP
444
Keener Financial Planning
Texas
$764K -$111K -2,511 -12%
AWAU
445
Alliance Wealth Advisors (Utah)
Utah
$763K +$38.4K +872 +5%
BIP
446
Blueprint Investment Partners
North Carolina
$752K -$922K -20,923 -53%
GWP
447
Gateway Wealth Partners
Wisconsin
$751K +$6.61K +150 +0.8%
AWP
448
Axis Wealth Partners
Rhode Island
$747K +$9.82K +223 +1%
PWP
449
Precedent Wealth Partners
Texas
$746K -$439K -9,974 -35%
PWM
450
Penobscot Wealth Management
Maine
$745K -$417K -9,465 -34%
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