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

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
526
Prime Capital Investment Advisors
Kansas
$676K +$14.5K +292 +2%
T
527
Tidemark
California
$674K -$169K -3,414 -20%
FMN
528
Financial Management Network
California
$665K -$53.3K -1,076 -8%
EAN
529
Excelsior Advisor Network
Colorado
$665K +$20.7K +419 +3%
FCH
530
Freestone Capital Holdings
Washington
$663K -$1.09M -22,055 -62%
LA
531
LexAurum Advisors
Kansas
$662K +$678K +13,701 New
RPC
532
Rossmore Private Capital
Connecticut
$661K +$579K +11,706 +595%
EGA
533
E&G Advisors
Texas
$659K +$990 +20 +0.1%
ARC
534
Advisor Resource Council
Texas
$657K +$7.77K +157 +1%
IAP
535
Indie Asset Partners
Indiana
$656K +$50 +1 +0%
AC
536
Apella Capital
Connecticut
$653K -$37.4K -755 -6%
MWS
537
MFA Wealth Services
California
$645K -$1.1M -22,188 -62%
EC
538
Estate Counselors
Wisconsin
$642K +$658K +13,295 New
NFG
539
Nations Financial Group
Iowa
$641K +$63.4K +1,281 +11%
IPA
540
Investment Planning Advisors
Georgia
$632K +$32K +647 +5%
RPCONE
541
Retirement Planning Company of New England
Rhode Island
$630K -$6.63K -134 -1%
TFG
542
Tilson Financial Group
New Jersey
$629K +$1.19K +24 +0.2%
CFG
543
Citizens Financial Group
Rhode Island
$627K +$396 +8 +0.1%
IWN
544
Independent Wealth Network
Iowa
$621K +$206K +4,162 +48%
VIM
545
Vista Investment Management
Pennsylvania
$616K -$80.6K -1,628 -11%
VFS
546
Valpey Financial Services
New Hampshire
$615K +$9.01K +182 +1%
HWM
547
Horizon Wealth Management
Illinois
$612K +$50 +1 +0%
PWA
548
Perspective Wealth Advisors
Colorado
$610K +$65K +1,314 +12%
PSF
549
Pacific Sun Financial
California
$594K +$3.52K +71 +0.6%
TVPW
550
Third View Private Wealth
Connecticut
$591K -$21.3K -431 -3%
20 21
22
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