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

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
501
Aprio Wealth Management
Georgia
$927K +$597K +11,188 +229%
TWM
502
Timmons Wealth Management
Massachusetts
$924K -$52.3K -980 -6%
SAG
503
SageView Advisory Group
California
$923K +$854K +15,997 New
BTD
504
BankPlus Trust Department
Mississippi
$909K – – –
BW
505
BIP Wealth
Georgia
$903K +$83.1K +1,556 +11%
AG
506
Ascent Group
Virginia
$903K -$50.8K -952 -6%
CFG
507
Citizens Financial Group
Rhode Island
$902K +$142K +2,666 +21%
AT
508
American Trust
Kentucky
$901K -$67.3K -1,260 -7%
BCFS
509
Butensky & Cohen Financial Security
Florida
$894K -$30.9K -578 -4%
RPC
510
Rossmore Private Capital
Connecticut
$892K +$96.1K +1,800 +13%
VPP
511
Vertex Planning Partners
Illinois
$887K +$402K +7,522 +96%
FSWA
512
Financial Synergies Wealth Advisors
Texas
$886K -$35.5K -665 -4%
AF
513
Aldebaran Financial
$867K -$65.7K -1,231 -8%
CI
514
CX Institutional
Indiana
$862K -$105K -1,963 -12%
CWMGP
515
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$859K -$31.5K -590 -4%
CRFG
516
Columbia River Financial Group
Washington
$853K -$92.8K -1,738 -11%
DWM
517
Denver Wealth Management
Colorado
$849K -$641 -12 -0.1%
UF
518
Univest Financial
Pennsylvania
$843K -$4.73M -88,578 -86%
PWM
519
Penobscot Wealth Management
Maine
$841K -$13.6K -255 -2%
FDW
520
Fourth Dimension Wealth
Ohio
$840K +$6.62K +124 +0.9%
KFGK
521
Keystone Financial Group (Kentucky)
Kentucky
$832K +$12.4K +233 +2%
CRI
522
Colonial River Investments
Virginia
$832K -$64.3K -1,205 -8%
CFB
523
Cullen/Frost Bankers
Texas
$829K -$6.19K -116 -0.8%
WPC
524
White Pine Capital
Minnesota
$821K -$117K -2,196 -13%
AA
525
Advisory Alpha
Michigan
$815K -$42.1K -789 -5%
19 20
21
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