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

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
501
Balboa Wealth Partners
Arizona
$540K -$62.6K -1,424 -11%
FF
502
Fox Financial
Pennsylvania
$537K -$2.4M -54,725 -82%
DW30
503
Drucker Wealth 3.0
New Jersey
$533K +$176 +4 +0%
SLC
504
Second Line Capital
Louisiana
$531K +$1.54K +35 +0.3%
SFG
505
Sovereign Financial Group
Connecticut
$530K -$3.52K -80 -0.7%
AT
506
American Trust
Kentucky
$529K +$17.1K +390 +3%
LA
507
Latitude Advisors
Florida
$526K -$23.4K -532 -4%
RFG
508
Range Financial Group
Oregon
$523K -$888K -20,214 -64%
MWM
509
Meridian Wealth Management
Kentucky
$521K -$12.7K -290 -2%
VPP
510
Vertex Planning Partners
Illinois
$519K +$6.55K +149 +1%
MIG
511
McGuire Investment Group
Rhode Island
$517K – – –
BPA
512
Beacon Pointe Advisors
California
$517K +$63.6K +1,448 +15%
PAG
513
Paladin Advisory Group
Iowa
$511K -$10.1K -230 -2%
SI
514
Stephens Inc
Arkansas
$506K +$144K +3,278 +42%
MSAM
515
Moloney Securities Asset Management
Missouri
$506K -$21.1K -481 -4%
LA
516
Lynch & Associates
Indiana
$506K – – –
BOM
517
Bank of Marin
California
$501K +$11.9K +272 +3%
BWM
518
BCS Wealth Management
Tennessee
$496K – – –
P
519
&Partners
Tennessee
$494K +$173K +3,942 +57%
TPCM
520
Templeton & Phillips Capital Management
Tennessee
$492K – – –
VT
521
Vise Technologies
New York
$492K -$42.9K -977 -8%
AC
522
ASB Consultores
Florida
$490K +$163K +3,708 +52%
PAG
523
Private Advisory Group
Washington
$486K +$2.11K +48 +0.5%
VCA
524
Verdence Capital Advisors
Maryland
$486K -$58.8K -1,338 -11%
EWA
525
Exencial Wealth Advisors
Oklahoma
$484K – – –
19 20
21
22 23