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

Name Holding Trade Value Shares
Change 		Change in
Stake
BPFA
526
Barnes Pettey Financial Advisors
Mississippi
$511K – – –
CA
527
Claro Advisors
Massachusetts
$504K +$139K +3,159 +34%
AG
528
Ascent Group
Virginia
$504K -$417K -9,461 -43%
FNWA
529
Financial Network Wealth Advisors
Utah
$499K +$13.8K +313 +3%
PAG
530
Private Advisory Group
Washington
$496K +$47.6K +1,080 +10%
MWM
531
MGB Wealth Management
Texas
$487K -$47.6K -1,081 -8%
GFPC
532
Global Financial Private Client
Florida
$487K -$306K -6,942 -37%
PA
533
PFG Advisors
Arizona
$482K -$793 -18 -0.2%
TWP
534
Tyche Wealth Partners
Texas
$482K -$21.5K -489 -4%
ACM
535
Advance Capital Management
Michigan
$480K -$27.4K -622 -5%
BWM
536
BCS Wealth Management
Tennessee
$480K +$2.2K +50 +0.4%
SCA
537
Snowden Capital Advisors
New York
$468K -$26.8K -608 -5%
SL
538
Salomon & Ludwin
Virginia
$467K +$434K +9,862 +622%
MFN
539
Midwest Financial Network
Illinois
$465K +$41.5K +942 +9%
BOM
540
Bank of Marin
California
$464K +$23K +523 +5%
MIG
541
McGuire Investment Group
Rhode Island
$463K – – –
GS
542
GWN Securities
Florida
$461K +$498K +11,316 New
SF
543
Seros Financial
Arizona
$457K -$96.9K -2,199 -16%
LA
544
Latitude Advisors
Florida
$456K +$62.5K +1,419 +15%
SFG
545
Sovereign Financial Group
Connecticut
$456K -$9.6K -218 -2%
NA
546
Novus Advisors
South Carolina
$456K -$461K -10,458 -48%
CIA
547
Concurrent Investment Advisors
Florida
$454K +$185K +4,190 +60%
LA
548
Lynch & Associates
Indiana
$453K – – –
SGWM
549
Sterling Group Wealth Management
California
$449K -$197K -4,465 -29%
SAI
550
Savvy Advisors Inc
New York
$447K +$25K +568 +5%
20 21
22
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