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

Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
551
Silver Oak Securities
Tennessee
$432K -$744K -18,462 -65%
SMF
552
Scott Marsh Financial
Utah
$431K +$408K +10,128 New
VFS
553
Valpey Financial Services
New Hampshire
$430K +$407K +10,087 New
ML
554
Mayport LLC
Massachusetts
$426K – – –
CA
555
Claro Advisors
Massachusetts
$425K -$96.2K -2,385 -19%
BWP
556
Balboa Wealth Partners
Arizona
$425K +$152K +3,772 +61%
AL
557
ACAS LLC
California
$424K +$24.7K +613 +7%
ETC
558
Exchange Traded Concepts
Oklahoma
$423K +$401K +9,935 New
MAM
559
Mystic Asset Management
Rhode Island
$421K +$4.03K +100 +1%
CRC
560
Curi RMB Capital
Illinois
$419K +$153K +3,794 +63%
AA
561
ACT Advisors
North Carolina
$417K -$21.2K -525 -5%
AIM
562
Anchor Investment Management
South Carolina
$410K -$4.03K -100 -1%
TWP
563
Tyche Wealth Partners
Texas
$409K -$89.3K -2,214 -19%
BBA
564
BLB&B Advisors
Pennsylvania
$409K -$125K -3,104 -24%
MA
565
Mutual Advisors
Nebraska
$409K -$9.92K -246 -3%
ME
566
McIlrath & Eck
Washington
$407K -$22.8K -566 -6%
RWB
567
RMR Wealth Builders
New Jersey
$402K +$1.65K +41 +0.4%
GWP
568
Gateway Wealth Partners
Wisconsin
$400K -$365K -9,056 -49%
OFG
569
Oxford Financial Group
Indiana
$400K – – –
NFP
570
Narus Financial Partners
Utah
$399K -$33.5K -830 -8%
IWM
571
Iams Wealth Management
Nebraska
$396K +$168K +4,178 +82%
MCM
572
Mengis Capital Management
Oregon
$394K -$27.2K -674 -7%
VPP
573
Vertex Planning Partners
Illinois
$389K +$726 +18 +0.2%
CT
574
Caldwell Trust
Florida
$385K – – –
PPW
575
Parcion Private Wealth
Washington
$383K -$23K -570 -6%
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