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

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
501
GeoWealth Management
Illinois
$572K -$3.75M -85,037 -86%
IAP
502
Indie Asset Partners
Indiana
$570K -$14.3K -324 -2%
TFG
503
Tilson Financial Group
New Jersey
$570K -$19.9K -452 -3%
KPWS
504
Kestra Private Wealth Services
Texas
$568K -$170K -3,854 -22%
ASN
505
Advisory Services Network
Georgia
$566K +$44.3K +1,005 +8%
RFN
506
Redwood Financial Network
Ohio
$563K -$6.39K -145 -1%
PA
507
Procyon Advisors
Connecticut
$561K -$1.23K -28 -0.2%
AA
508
Alesco Advisors
New York
$553K +$227K +5,148 +61%
NL
509
NWAM LLC
Washington
$550K -$81.7K -1,854 -12%
BFA
510
Brown Financial Advisory
Alabama
$550K – – –
FMN
511
Financial Management Network
California
$550K +$6.87K +156 +1%
OFG
512
Opulen Financial Group
Virginia
$541K +$84.3K +1,913 +17%
MFA
513
McClarren Financial Advisors
Pennsylvania
$534K -$174K -3,946 -30%
GBT
514
Grove Bank & Trust
Florida
$533K -$6.17K -140 -1%
NG
515
Norden Group
Utah
$529K +$24.8K +562 +5%
CFB
516
Cullen/Frost Bankers
Texas
$529K -$7.05K -160 -1%
SFS
517
Security Financial Services
Indiana
$526K -$36.8K -835 -6%
EGA
518
E&G Advisors
Texas
$523K +$20.9K +475 +4%
PSF
519
Pacific Sun Financial
California
$522K – – –
HWM
520
Horizon Wealth Management
Illinois
$521K +$5.64K +128 +1%
BBA
521
BLB&B Advisors
Pennsylvania
$518K – – –
PIAS
522
PCA Investment Advisory Services
Ohio
$514K +$3.48K +79 +0.6%
SF
523
Summit Financial
New Jersey
$513K +$555K +12,589 New
FWM
524
Fingerlakes Wealth Management
New York
$513K -$15.8K -359 -3%
UFA
525
US Financial Advisors
Massachusetts
$512K -$485 -11 -0.1%
19 20
21
22 23