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

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPG
501
Pinnacle Financial Partners (Georgia)
Georgia
$729K +$726K +15,564 New
TWM
502
Timmons Wealth Management
Massachusetts
$718K +$714K +15,314 New
CWM
503
Collaborative Wealth Management
Florida
$710K +$1.63K +35 +0.2%
LA
504
Lifeworks Advisors
Michigan
$701K +$746 +16 +0.1%
PWM
505
Penobscot Wealth Management
Maine
$697K -$16.5K -354 -2%
FDW
506
Fourth Dimension Wealth
Ohio
$695K +$30.2K +647 +5%
BTD
507
BankPlus Trust Department
Mississippi
$695K – – –
CF
508
Centaurus Financial
California
$688K -$40.5K -868 -6%
CWMGP
509
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$684K +$8.53K +183 +1%
CFB
510
Cullen/Frost Bankers
Texas
$679K – – –
VIM
511
Vista Investment Management
Pennsylvania
$674K +$179K +3,832 +36%
BWP
512
Balboa Wealth Partners
Arizona
$674K -$189K -4,052 -22%
FMN
513
Financial Management Network
California
$669K -$37.8K -810 -5%
ARC
514
Advisor Resource Council
Texas
$666K +$627K +13,440 New
AIS
515
American Investment Services
Massachusetts
$662K -$221K -4,735 -25%
SFG
516
Sunburst Financial Group
Alabama
$659K -$53.6K -1,150 -8%
KFGK
517
Keystone Financial Group (Kentucky)
Kentucky
$655K +$74.6K +1,599 +13%
TAP
518
TSG Advice Partners
Ohio
$649K +$646K +13,851 New
PCIA
519
Prime Capital Investment Advisors
Kansas
$642K -$29.1K -625 -4%
EGA
520
E&G Advisors
Texas
$638K +$3.64K +78 +0.6%
IAP
521
Indie Asset Partners
Indiana
$637K -$10.4K -222 -2%
NL
522
NWAM LLC
Washington
$635K -$1.07K -23 -0.2%
BFA
523
Brown Financial Advisory
Alabama
$632K – – –
WCG
524
Wall Capital Group
Arizona
$631K +$628K +13,471 New
EAN
525
Excelsior Advisor Network
Colorado
$625K +$622K +13,337 New
19 20
21
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