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

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
551
Snowden Capital Advisors
New York
$543K -$4.56K -98 -0.8%
APA
552
Astoria Portfolio Advisors
New York
$540K +$300K +6,441 +116%
LJAC
553
L.J. Altfest & Co
New York
$538K +$319K +6,852 +133%
FNWA
554
Financial Network Wealth Advisors
Utah
$536K -$317K -6,811 -36%
FWP
555
Forefront Wealth Partners
Texas
$535K +$554K +11,915 New
PA
556
PFG Advisors
Arizona
$533K -$2.14K -46 -0.4%
VPP
557
Vertex Planning Partners
Illinois
$531K +$19.4K +416 +4%
BWM
558
BCS Wealth Management
Tennessee
$527K +$38.6K +830 +8%
PAG
559
Paladin Advisory Group
Iowa
$517K +$13.5K +291 +3%
SFG
560
Sovereign Financial Group
Connecticut
$513K -$10.7K -230 -2%
RBFC
561
Roman Butler Fullerton & Co
Missouri
$510K +$46.5K +999 +10%
MF
562
Montis Financial
Massachusetts
$510K +$109K +2,349 +26%
OFG
563
Opulen Financial Group
Virginia
$510K +$528K +11,361 New
MIG
564
McGuire Investment Group
Rhode Island
$510K – – –
SLC
565
Second Line Capital
Louisiana
$499K -$25.8K -554 -5%
LA
566
Lynch & Associates
Indiana
$499K – – –
PAG
567
Private Advisory Group
Washington
$498K +$18.4K +395 +4%
BPA
568
Beacon Pointe Advisors
California
$495K -$15.8K -340 -3%
VT
569
Vise Technologies
New York
$494K +$9.12K +196 +2%
SHGA
570
Sand Hill Global Advisors
California
$491K -$51.4K -1,105 -9%
BOM
571
Bank of Marin
California
$488K -$6.47K -139 -1%
SI
572
Stephens Inc
Arkansas
$484K -$15.6K -335 -3%
AC
573
ASB Consultores
Florida
$484K – – –
EWA
574
Exencial Wealth Advisors
Oklahoma
$481K +$2.65K +57 +0.5%
IWM
575
Iams Wealth Management
Nebraska
$480K +$83.9K +1,804 +20%
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23
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