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

Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
501
Householder Group Estate & Retirement Specialist
Arizona
$448K -$145K -3,855 -27%
PFG
502
PAX Financial Group
Texas
$446K -$28K -743 -6%
UAS
503
United Asset Strategies
New York
$432K -$372K -9,880 -49%
BPA
504
Beacon Pointe Advisors
California
$431K -$138K -3,666 -26%
VF
505
Vawter Financial
Ohio
$429K +$14.6K +387 +4%
BCM
506
Brookstone Capital Management
Illinois
$427K -$346K -9,196 -48%
AIM
507
Anchor Investment Management
South Carolina
$427K – – –
CAAM
508
Cornerstone Advisors Asset Management
Pennsylvania
$425K +$122K +3,227 +47%
TFS
509
Thoroughbred Financial Services
Tennessee
$424K +$9.19K +244 +2%
SOS
510
Silver Oak Securities
Tennessee
$419K +$375K +9,941 New
CFD
511
Creative Financial Designs
Indiana
$419K +$1.66K +44 +0.4%
FIM
512
Fernwood Investment Management
Massachusetts
$413K +$43.4K +1,151 +13%
SCA
513
Sandy Cove Advisors
Massachusetts
$413K -$7.12K -189 -2%
AFAS
514
Acorn Financial Advisory Services
Virginia
$410K -$30.4K -807 -8%
KFGK
515
Keystone Financial Group (Kentucky)
Kentucky
$407K -$16.1K -427 -4%
TFGT
516
TS Financial Group (TSFG)
Illinois
$407K -$461K -12,224 -56%
AWAU
517
Alliance Wealth Advisors (Utah)
Utah
$402K +$49.2K +1,306 +16%
OFG
518
Oxford Financial Group
Indiana
$396K – – –
RWPA
519
Richard W. Paul & Associates
Michigan
$390K -$73.2K -1,944 -17%
LA
520
Lifeworks Advisors
Michigan
$389K +$21.9K +580 +7%
WTC
521
WhitTier Trust Company
Nevada
$388K – – –
CT
522
Caldwell Trust
Florida
$386K – – –
NL
523
Navalign LLC
California
$386K +$345K +9,149 New
TCPWM
524
Traverso Chambers Private Wealth Management
California
$381K +$340K +9,027 New
SCM
525
Sebold Capital Management
Illinois
$379K +$47.7K +1,266 +16%
19 20
21
22 23