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

Name Holding Trade Value Shares
Change 		Change in
Stake
ZCM
451
Ziegler Capital Management
Illinois
$572K +$1.62K +43 +0.3%
SLC
452
Second Line Capital
Louisiana
$571K +$510K +13,544 New
AT
453
American Trust
Kentucky
$570K +$27.2K +722 +6%
SHGA
454
Sand Hill Global Advisors
California
$565K – – –
BWP
455
Balboa Wealth Partners
Arizona
$565K -$110K -2,908 -18%
PSF
456
Pacific Sun Financial
California
$564K -$7.01K -186 -1%
GBT
457
Grove Bank & Trust
Florida
$560K -$163K -4,323 -25%
AWA
458
Amplius Wealth Advisors
Pennsylvania
$552K -$994K -26,378 -67%
CFGS
459
Concourse Financial Group Securities
Alabama
$551K -$20.4K -542 -4%
DWM
460
Dogwood Wealth Management
Kansas
$550K +$492K +13,049 New
SFG
461
Sunburst Financial Group
Alabama
$550K +$39K +1,034 +9%
WFAG
462
Worth Financial Advisory Group
North Carolina
$547K +$68.8K +1,827 +16%
MC
463
Moors & Cabot
Massachusetts
$545K +$36.6K +972 +8%
PIAS
464
PCA Investment Advisory Services
Ohio
$543K -$187K -4,956 -28%
SP
465
Stablepoint Partners
Massachusetts
$542K +$484K +12,855 New
KFI
466
Key Financial Inc
Pennsylvania
$542K +$46.3K +1,230 +11%
LA
467
Latitude Advisors
Florida
$540K +$19.9K +527 +4%
MSAM
468
Moloney Securities Asset Management
Missouri
$535K -$13.6K -360 -3%
BPFA
469
Barnes Pettey Financial Advisors
Mississippi
$531K +$9.98K +265 +2%
PA
470
Procyon Advisors
Connecticut
$526K -$2.98K -79 -0.6%
CIAS
471
CFS Investment Advisory Services
New Jersey
$526K +$11.6K +308 +3%
SWM
472
SFG Wealth Management
Maryland
$525K -$11K -292 -2%
PAG
473
Paladin Advisory Group
Iowa
$523K -$16.7K -442 -3%
AWA
474
Alaska Wealth Advisors
Alaska
$523K +$66K +1,751 +16%
CFG
475
Carr Financial Group
Massachusetts
$523K -$131K -3,473 -22%
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