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

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
476
Kestra Private Wealth Services
Texas
$603K -$9.97K -227 -2%
HAS
477
HBW Advisory Services
California
$602K +$176K +4,013 +44%
GBT
478
Grove Bank & Trust
Florida
$601K – – –
PIAS
479
PCA Investment Advisory Services
Ohio
$599K +$1.76K +40 +0.3%
ZIMP
480
Zimmermann Investment Management & Planning
Pennsylvania
$594K -$506K -11,511 -47%
AA
481
Axiom Advisory
California
$593K -$161K -3,665 -21%
BC
482
Brio Consultants
California
$593K -$8.44K -192 -1%
PSF
483
Pacific Sun Financial
California
$589K -$11.7K -266 -2%
MWM
484
MGB Wealth Management
Texas
$587K -$3.73K -85 -0.7%
HH
485
Hilltop Holdings
Texas
$582K +$562K +12,797 New
CFB
486
Cullen/Frost Bankers
Texas
$581K – – –
SF
487
Synovus Financial
Georgia
$581K +$255K +5,804 +83%
BBA
488
BLB&B Advisors
Pennsylvania
$578K – – –
BPFA
489
Barnes Pettey Financial Advisors
Mississippi
$570K +$483 +11 +0.1%
PPW
490
Parcion Private Wealth
Washington
$562K – – –
CRC
491
Curi RMB Capital
Illinois
$559K +$40K +911 +8%
AWAU
492
Alliance Wealth Advisors (Utah)
Utah
$557K +$11.3K +257 +2%
EGA
493
E&G Advisors
Texas
$557K +$1.76K +40 +0.3%
SCA
494
Snowden Capital Advisors
New York
$555K +$47.4K +1,078 +10%
IPWA
495
International Private Wealth Advisors
California
$552K +$217K +4,928 +68%
SHGA
496
Sand Hill Global Advisors
California
$547K – – –
SPA
497
Sentinel Pension Advisors
Massachusetts
$546K -$157K -3,574 -23%
KFS
498
Kelly Financial Services
Massachusetts
$545K -$118K -2,677 -18%
MI
499
Moneywise Inc
Virginia
$542K +$1.23K +28 +0.2%
PA
500
PFG Advisors
Arizona
$542K +$23.5K +536 +5%
18 19
20
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