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

Name Holding Trade Value Shares
Change 		Change in
Stake
PIAS
501
PCA Investment Advisory Services
Ohio
$600K +$11.3K +252 +2%
NL
502
NWAM LLC
Washington
$594K +$762 +17 +0.1%
HWM
503
Horizon Wealth Management
Illinois
$587K +$45 +1 +0%
CIS
504
Continental Investors Services
Washington
$586K -$83.8K -1,869 -13%
IPA
505
Investment Planning Advisors
Georgia
$585K -$265K -5,912 -32%
MFA
506
McClarren Financial Advisors
Pennsylvania
$584K -$209K -4,667 -35%
BAM
507
Belpointe Asset Management
Nevada
$583K +$183K +4,073 +48%
BPAMU
508
BTG Pactual Asset Management US
New York
$580K +$661K +14,746 New
PSF
509
Pacific Sun Financial
California
$578K -$6.95K -155 -1%
JIC
510
Johnson Investment Counsel
Ohio
$578K +$986 +22 +0.2%
KFGK
511
Keystone Financial Group (Kentucky)
Kentucky
$573K +$231K +5,141 +71%
BPFA
512
Barnes Pettey Financial Advisors
Mississippi
$566K -$13.6K -303 -2%
FWM
513
Fingerlakes Wealth Management
New York
$565K -$12.4K -276 -2%
OC
514
Oppenheimer & Co
New York
$562K +$56.2K +1,254 +12%
TRCT
515
Tower Research Capital (TRC)
New York
$541K -$5.01M -111,740 -91%
HH
516
Hilltop Holdings
Texas
$539K +$178K +3,971 +52%
SL
517
Salomon & Ludwin
Virginia
$536K – – –
SF
518
Symphony Financial
Texas
$536K +$48.7K +1,085 +10%
CIA
519
Concurrent Investment Advisors
Florida
$531K -$103K -2,286 -17%
MIG
520
McGuire Investment Group
Rhode Island
$526K – – –
TVAMP
521
Tennessee Valley Asset Management Partners
Tennessee
$525K -$24.5K -547 -5%
KPWS
522
Kestra Private Wealth Services
Texas
$524K -$14K -313 -3%
EFL
523
ERn Financial LLC
Wisconsin
$523K -$46.8K -1,043 -8%
BOM
524
Bank of Marin
California
$520K -$4.44K -99 -0.9%
SFG
525
Sovereign Financial Group
Connecticut
$518K -$583 -13 -0.1%
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