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

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
551
Woodmont Investment Counsel
Tennessee
$336K – – –
BBA
552
Braun-Bostich & Associates
Pennsylvania
$336K -$1.16M -27,847 -78%
CT
553
Colonial Trust
South Carolina
$332K – – –
CFAM
554
Center For Asset Management
Florida
$328K -$16.3K -391 -5%
EWA
555
EverSource Wealth Advisors
Alabama
$328K +$30.9K +742 +12%
LA
556
Lifeworks Advisors
Michigan
$328K +$21.6K +518 +7%
KCPG
557
Kavar Capital Partners Group
Kansas
$328K -$25K -600 -7%
BAM
558
Belpointe Asset Management
Nevada
$326K +$327K +7,846 New
SI
559
Stephens Inc
Arkansas
$326K – – –
LFA
560
Laraway Financial Advisors
Minnesota
$325K +$125 +3 +0%
IWN
561
Independent Wealth Network
Iowa
$324K -$7.79K -187 -2%
FFW
562
Fusion Family Wealth
New York
$324K – – –
HAM
563
Harmony Asset Management
Arizona
$324K -$25K -600 -7%
SCM
564
Sebold Capital Management
Illinois
$322K -$51.8K -1,244 -14%
PCG
565
Prosperity Consulting Group
Maryland
$321K -$202K -4,849 -39%
CCG
566
Coastwise Capital Group
California
$320K +$321K +7,711 New
SFM
567
Signet Financial Management
New Jersey
$320K +$321K +7,694 New
JFG
568
JDM Financial Group
Texas
$319K +$83 +2 +0%
SPC
569
Sigma Planning Corp
Michigan
$317K -$157K -3,773 -33%
AA
570
ACT Advisors
North Carolina
$310K -$1.96K -47 -0.6%
IWM
571
Iams Wealth Management
Nebraska
$310K +$311K +7,454 New
NFG
572
Nations Financial Group
Iowa
$310K -$202K -4,836 -39%
AC
573
AIFG Consultants
New York
$309K +$417 +10 +0.1%
IF
574
Intrua Financial
Texas
$308K -$794K -19,047 -72%
RPGK
575
Retirement Planning Group (Kansas)
Kansas
$307K -$76.7K -1,840 -20%
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23
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