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

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
451
Axis Wealth Partners
Rhode Island
$896K -$233 -5 -0%
MWM
452
Maridea Wealth Management
New York
$896K -$85.9K -1,842 -9%
ECM
453
Elgethun Capital Management
South Dakota
$893K -$165K -3,529 -16%
LFG
454
Lockerman Financial Group
California
$892K -$213K -4,566 -19%
SWM
455
Seaside Wealth Management
California
$890K -$19.8K -425 -2%
DWA
456
Delta Wealth Advisors
Indiana
$885K -$653 -14 -0.1%
RCA
457
Ranch Capital Advisors
Florida
$882K +$42.5K +911 +5%
IWS
458
Integrity Wealth Solutions
Colorado
$876K +$3.73K +80 +0.4%
IFG
459
Independent Financial Group
California
$869K -$858K -18,395 -50%
PWA
460
Pitcairn Wealth Advisors
Pennsylvania
$867K +$863K +18,501 New
WHC
461
Wulff, Hansen & Co
California
$865K -$81.1K -1,740 -9%
NG
462
Norden Group
Utah
$855K -$27.6K -591 -3%
MYIA
463
Mount Yale Investment Advisors
Colorado
$852K +$641K +13,734 +308%
VAS
464
Vestmark Advisory Solutions
Massachusetts
$852K +$848K +18,186 New
TAM
465
Titleist Asset Management
Texas
$843K -$2.1K -45 -0.2%
BWM
466
Bernicke Wealth Management
Wisconsin
$842K +$838K +17,959 New
HIA
467
Harbor Investment Advisory
Maryland
$837K +$198K +4,250 +31%
OWA
468
Outlook Wealth Advisors
Texas
$836K -$200K -4,294 -19%
TWM
469
Troutman Wealth Management
Pennsylvania
$836K +$832K +17,830 New
BI
470
Beckerman Institutional
New Jersey
$824K +$54.8K +1,174 +7%
FNWA
471
Financial Network Wealth Advisors
Utah
$823K +$41.9K +898 +5%
DF
472
Downshift Financial
Colorado
$820K +$765K +16,406 New
T
473
Tidemark
California
$813K -$83.2K -1,783 -9%
WFAG
474
Worth Financial Advisory Group
North Carolina
$809K +$2.38K +51 +0.3%
BWFA
475
Baltimore-Washington Financial Advisors
Maryland
$807K -$116K -2,482 -13%
17 18
19
20 21