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

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
451
Prospera Financial Services
Texas
$356K +$341K +9,164 New
SIA
452
Strategic Investment Advisors
Michigan
$356K -$115K -3,088 -25%
VDBMI
453
Van Den Berg Management I
Texas
$355K -$5.83K -157 -2%
BFC
454
Bedel Financial Consulting
Indiana
$352K +$337K +9,069 New
CI
455
CX Institutional
Indiana
$348K -$384K -10,345 -54%
FIM
456
Fernwood Investment Management
Massachusetts
$344K +$5.58K +150 +2%
HSG
457
Helen Stephens Group
Texas
$343K -$3.94K -106 -1%
HWM
458
Horizon Wealth Management
Illinois
$343K +$4.91K +132 +2%
SS
459
Simplicity Solutions
Minnesota
$343K -$176K -4,729 -35%
BFG
460
Bleakley Financial Group
New Jersey
$343K +$328K +8,822 New
MHS
461
M Holdings Securities
Oregon
$336K -$2.82M -75,817 -90%
NWMG
462
National Wealth Management Group
Ohio
$333K +$309K +8,326 New
KCPG
463
Kavar Capital Partners Group
Kansas
$330K +$315K +8,488 New
PSCM
464
Per Stirling Capital Management
Texas
$330K +$315K +8,486 New
OPWM
465
Oakwell Private Wealth Management
Texas
$328K +$314K +8,443 New
MFT
466
Moisand Fitzgerald Tamayo
Florida
$327K -$66.4K -1,786 -17%
AWM
467
Adams Wealth Management
Utah
$318K -$202K -5,427 -40%
PCM
468
Parsons Capital Management
Rhode Island
$316K -$3.72K -100 -1%
LFA
469
Laraway Financial Advisors
Minnesota
$315K +$301K +8,100 New
MFG
470
Monumental Financial Group
Maryland
$313K +$300K +8,068 New
GFPC
471
Global Financial Private Client
Florida
$313K -$1.34K -36 -0.4%
HFA
472
High Falls Advisors
New York
$311K +$297K +8,001 New
ATC
473
Argent Trust Co
Tennessee
$308K +$295K +7,937 New
AFG
474
Atomi Financial Group
New York
$308K +$706 +19 +0.2%
SFO
475
Stokes Family Office
Louisiana
$308K +$295K +7,936 New
17 18
19
20 21