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

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
476
NewEdge Wealth
Pennsylvania
$652K -$700K -15,881 -50%
WFAG
477
Worth Financial Advisory Group
North Carolina
$650K -$84.8K -1,924 -11%
SL
478
SWMG LLC
Texas
$648K +$410K +9,313 +127%
BAM
479
Belpointe Asset Management
Nevada
$644K +$348K +7,898 +100%
LA
480
Lifeworks Advisors
Michigan
$643K -$38.3K -869 -5%
CMMS
481
Comprehensive Money Management Services
Florida
$640K -$18.4K -417 -3%
CRFG
482
Columbia River Financial Group
Washington
$635K +$66.1K +1,500 +11%
MWM
483
Meridian Wealth Management
Kentucky
$632K +$29.3K +665 +4%
CA
484
CGN Advisors
Kansas
$632K -$18.7K -425 -3%
WA
485
Wambolt & Associates
Colorado
$623K +$132 +3 +0%
SFG
486
Sunburst Financial Group
Alabama
$621K -$485 -11 -0.1%
EFL
487
ERn Financial LLC
Wisconsin
$619K -$87.5K -1,987 -12%
SIAS
488
Summit Investment Advisory Services
Minnesota
$617K -$168K -3,811 -20%
SWM
489
Silverlake Wealth Management
Vermont
$617K +$66K +1,498 +11%
FDW
490
Fourth Dimension Wealth
Ohio
$616K +$39.2K +890 +6%
AWA
491
Alaska Wealth Advisors
Alaska
$607K +$25K +567 +4%
RPCONE
492
Retirement Planning Company of New England
Rhode Island
$599K +$441 +10 +0.1%
LA
493
LexAurum Advisors
Kansas
$597K +$8.11K +184 +1%
CAG
494
Csenge Advisory Group
Florida
$594K -$469K -10,646 -40%
BCFS
495
Butensky & Cohen Financial Security
Florida
$593K +$15.9K +360 +3%
CIS
496
Continental Investors Services
Washington
$584K +$41.5K +941 +7%
AF
497
Apexium Financial
Texas
$579K +$626K +14,217 New
PWM
498
Pinnacle Wealth Management
California
$575K +$622K +14,116 New
FWP
499
Forefront Wealth Partners
Texas
$573K +$94.2K +2,138 +18%
GM
500
GeoWealth Management
Illinois
$572K -$3.75M -85,037 -86%
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