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

Name Holding Trade Value Shares
Change 		Change in
Stake
BCFS
501
Butensky & Cohen Financial Security
Florida
$777K +$8.27K +167 +1%
FMI
502
F/M Investments
District of Columbia
$777K – – –
AWC
503
Adamsbrown Wealth Consultants
Kansas
$777K +$6.78K +137 +0.9%
FSWA
504
Financial Synergies Wealth Advisors
Texas
$775K -$37.9K -765 -5%
BTD
505
BankPlus Trust Department
Mississippi
$762K +$46K +930 +6%
FFS
506
Founders Financial Securities
Maryland
$757K +$165K +3,336 +29%
CRI
507
Colonial River Investments
Virginia
$755K -$53.6K -1,082 -6%
CWMGP
508
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$748K +$43.6K +880 +6%
AWAU
509
Alliance Wealth Advisors (Utah)
Utah
$734K -$236K -4,761 -24%
SIAS
510
Summit Investment Advisory Services
Minnesota
$732K -$67.5K -1,363 -8%
AA
511
Advisory Alpha
Michigan
$721K +$140K +2,819 +23%
LA
512
Lifeworks Advisors
Michigan
$720K -$3.07K -62 -0.4%
PWM
513
Penobscot Wealth Management
Maine
$717K -$1.78K -36 -0.2%
CWM
514
Collaborative Wealth Management
Florida
$712K -$21.3K -430 -3%
DWM
515
Denver Wealth Management
Colorado
$712K -$44.4K -897 -6%
CFB
516
Cullen/Frost Bankers
Texas
$700K – – –
FDW
517
Fourth Dimension Wealth
Ohio
$698K -$19.5K -394 -3%
OWA
518
Outlook Wealth Advisors
Texas
$696K -$170K -3,435 -19%
WCG
519
Wall Capital Group
Arizona
$696K +$45.8K +926 +7%
KFGK
520
Keystone Financial Group (Kentucky)
Kentucky
$690K +$11.4K +230 +2%
HI
521
Horizon Investments
North Carolina
$688K +$488K +9,855 +225%
WCM
522
WealthTrak Capital Management
Virginia
$685K +$702K +14,177 New
AIS
523
American Investment Services
Massachusetts
$682K – – –
BW
524
BIP Wealth
Georgia
$682K +$45.5K +919 +7%
SFG
525
Sunburst Financial Group
Alabama
$678K -$1.78K -36 -0.3%
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