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

Name Holding Trade Value Shares
Change 		Change in
Stake
AWAU
501
Alliance Wealth Advisors (Utah)
Utah
$273K +$32.9K +885 +14%
JIC
502
Johnson Investment Counsel
Ohio
$267K +$256K +6,877 New
VIP
503
Vantage Investment Partners
Missouri
$267K -$17.4K -469 -6%
CAAM
504
Cornerstone Advisors Asset Management
Pennsylvania
$266K +$557 +15 +0.2%
KPWS
505
Kestra Private Wealth Services
Texas
$264K +$46.3K +1,245 +22%
IFG
506
Independent Financial Group
California
$264K +$253K +6,798 New
TFGT
507
TS Financial Group (TSFG)
Illinois
$261K +$108K +2,917 +77%
AAS
508
Ameritas Advisory Services
Nebraska
$261K +$244K +6,567 +2,759%
TVAMP
509
Tennessee Valley Asset Management Partners
Tennessee
$260K -$878K -23,619 -78%
CSIC
510
Clifford Swan Investment Counsel
California
$260K +$249K +6,689 New
FNBT
511
FineMark National Bank & Trust
Florida
$259K +$248K +6,664 New
CC
512
Courier Capital
New York
$258K +$247K +6,655 New
ISWM
513
Independent Solutions Wealth Management
New York
$258K -$9.33K -251 -4%
AFM
514
Abbot Financial Management
Massachusetts
$257K -$3.98K -107 -2%
ECM
515
EMC Capital Management
Texas
$255K +$45.9K +1,235 +80%
PFA
516
Professional Financial Advisors
Nebraska
$250K -$386K -10,390 -62%
BG
517
Benedetti & Gucer
Georgia
$248K +$5.13K +138 +2%
AIM
518
Acropolis Investment Management
Missouri
$247K – – –
CB
519
Commerce Bank
Missouri
$246K -$5.61K -151 -2%
BWA
520
Burt Wealth Advisors
Maryland
$242K +$232K +6,234 New
SHJ
521
Sharkey, Howes & Javer
Colorado
$242K +$231K +6,221 New
BFA
522
Beaumont Financial Advisors
Massachusetts
$242K +$231K +6,219 New
LWMG
523
Levy Wealth Management Group
Pennsylvania
$240K +$230K +6,182 New
SBH
524
Segall Bryant & Hamill
Illinois
$239K +$229K +6,166 New
WHCI
525
W.H. Cornerstone Investments
Massachusetts
$236K +$226K +6,086 New
19 20
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