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

Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
451
Redwood Financial Network
Ohio
$585K -$10.3K -249 -2%
ZCM
452
Ziegler Capital Management
Illinois
$584K +$951 +23 +0.2%
PP
453
Patron Partners
Texas
$581K -$50.7K -1,227 -8%
MWAM
454
Manhattan West Asset Management
California
$577K -$291K -7,029 -34%
AWA
455
Arkadios Wealth Advisors
Georgia
$574K +$91K +2,201 +20%
TWD
456
True Wealth Design
Ohio
$573K -$10.5K -254 -2%
GBT
457
Grove Bank & Trust
Florida
$572K – – –
PSF
458
Pacific Sun Financial
California
$571K -$4.13K -100 -0.7%
RPCONE
459
Retirement Planning Company of New England
Rhode Island
$568K +$47.5K +1,148 +10%
MWM
460
MGB Wealth Management
Texas
$566K -$39.9K -964 -7%
PIAS
461
PCA Investment Advisory Services
Ohio
$559K +$4.13K +100 +0.8%
MI
462
Moneywise Inc
Virginia
$558K -$140K -3,396 -21%
CFGS
463
Concourse Financial Group Securities
Alabama
$553K -$9.01K -218 -2%
SLC
464
Second Line Capital
Louisiana
$551K -$30.3K -732 -5%
BPFA
465
Barnes Pettey Financial Advisors
Mississippi
$550K +$7.28K +176 +1%
ACM
466
Advance Capital Management
Michigan
$550K -$28.4M -687,941 -98%
RJT
467
Raymond James Trust
Florida
$548K +$203K +4,905 +63%
PCG
468
Prosperity Consulting Group
Maryland
$541K -$126K -3,059 -20%
AF
469
Aldebaran Financial
$540K -$184K -4,440 -26%
SHGA
470
Sand Hill Global Advisors
California
$533K -$41.9K -1,013 -8%
LA
471
Latitude Advisors
Florida
$532K -$17.8K -430 -3%
NFG
472
Nations Financial Group
Iowa
$529K +$508K +12,289 New
EGA
473
E&G Advisors
Texas
$525K -$1.24K -30 -0.2%
PRS
474
Pinkerton Retirement Specialists
Idaho
$525K +$504K +12,190 New
AWM
475
Adams Wealth Management
Utah
$522K +$501K +12,117 New
17 18
19
20 21