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

Name Holding Trade Value Shares
Change 		Change in
Stake
PIS
476
POM Investment Strategies
North Carolina
$706K -$446K -9,947 -39%
PWM
477
Penobscot Wealth Management
Maine
$705K -$23.4K -522 -3%
SFG
478
Sunburst Financial Group
Alabama
$705K -$1.52K -34 -0.2%
CWM
479
Collaborative Wealth Management
Florida
$701K -$101K -2,254 -13%
RFN
480
Redwood Financial Network
Ohio
$700K +$62.3K +1,389 +10%
FMN
481
Financial Management Network
California
$698K -$3.81K -85 -0.6%
LA
482
Lifeworks Advisors
Michigan
$692K -$10.6K -236 -2%
BTD
483
BankPlus Trust Department
Mississippi
$687K – – –
CFB
484
Cullen/Frost Bankers
Texas
$672K -$1.03K -23 -0.2%
CWMGP
485
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$668K -$42.2K -941 -6%
RPCONE
486
Retirement Planning Company of New England
Rhode Island
$665K -$1.79K -40 -0.3%
PCIA
487
Prime Capital Investment Advisors
Kansas
$663K -$29.7K -662 -4%
LA
488
LexAurum Advisors
Kansas
$662K -$43K -960 -6%
FDW
489
Fourth Dimension Wealth
Ohio
$657K -$3.45K -77 -0.5%
CFG
490
Citizens Financial Group
Rhode Island
$651K +$29.7K +662 +5%
IAP
491
Indie Asset Partners
Indiana
$639K -$1.44K -32 -0.2%
SIM
492
Synergy Investment Management
Florida
$639K -$2.37M -52,877 -79%
HIA
493
Harbor Investment Advisory
Maryland
$631K +$74K +1,650 +14%
BW
494
BIP Wealth
Georgia
$628K -$6.41K -143 -1%
EGA
495
E&G Advisors
Texas
$627K +$42.4K +945 +8%
BFA
496
Brown Financial Advisory
Alabama
$625K – – –
TFG
497
Tilson Financial Group
New Jersey
$622K -$9.37K -209 -2%
LWMM
498
Legacy Wealth Management (Mississippi)
Mississippi
$612K -$313K -6,978 -35%
MAM
499
MMA Asset Management
Pennsylvania
$609K +$321K +7,155 +119%
VAMG
500
Voisard Asset Management Group
Michigan
$607K -$441K -9,828 -43%
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