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

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
476
Precedent Wealth Partners
Texas
$520K +$465K +12,338 New
AFG
477
Atomi Financial Group
New York
$518K +$89.6K +2,378 +24%
EGA
478
E&G Advisors
Texas
$516K +$22.6K +600 +5%
VPP
479
Vertex Planning Partners
Illinois
$513K +$55.2K +1,466 +14%
SWM
480
Sterling Wealth Management
Illinois
$511K +$456K +12,113 New
FPW
481
Flagship Private Wealth
Massachusetts
$510K +$43.7K +1,159 +11%
RPCONE
482
Retirement Planning Company of New England
Rhode Island
$509K +$109K +2,888 +31%
BTWM
483
Baker Tilly Wealth Management
Wisconsin
$504K +$450K +11,945 New
SIA
484
Strategic Investment Advisors
Michigan
$500K -$129K -3,430 -22%
WA
485
Wambolt & Associates
Colorado
$496K +$443K +11,767 New
SFG
486
Sovereign Financial Group
Connecticut
$494K -$54.2K -1,438 -11%
VCA
487
Verdence Capital Advisors
Maryland
$493K -$9.98K -265 -2%
ST
488
Sentinel Trust
Texas
$487K -$5.31K -141 -1%
NFP
489
Narus Financial Partners
Utah
$484K -$72K -1,910 -14%
GC
490
Gilbert & Cook
Iowa
$484K -$2.15K -57 -0.5%
MIG
491
McGuire Investment Group
Rhode Island
$479K – – –
PA
492
PFG Advisors
Arizona
$472K +$25.1K +666 +6%
AWA
493
Arkadios Wealth Advisors
Georgia
$470K -$188 -5 -0%
LA
494
Lynch & Associates
Indiana
$469K -$8.03K -213 -2%
BWM
495
BCS Wealth Management
Tennessee
$460K – – –
VDBMI
496
Van Den Berg Management I
Texas
$460K +$97.3K +2,583 +31%
AC
497
AIFG Consultants
New York
$459K -$4.81M -127,540 -92%
MA
498
Mutual Advisors
Nebraska
$452K +$18.6K +495 +5%
EWA
499
Exencial Wealth Advisors
Oklahoma
$449K – – –
PAG
500
Private Advisory Group
Washington
$449K – – –
18 19
20
21 22