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

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
551
HBW Advisory Services
California
$465K -$134K -2,993 -23%
LA
552
Latitude Advisors
Florida
$464K -$82.2K -1,834 -15%
ML
553
Mayport LLC
Massachusetts
$463K – – –
PWS
554
Precision Wealth Strategies
Missouri
$460K -$79K -1,761 -15%
IF
555
Integrity Financial
Wyoming
$459K -$154K -3,430 -26%
MAM
556
Mystic Asset Management
Rhode Island
$457K -$448 -10 -0.1%
AIM
557
Anchor Investment Management
South Carolina
$457K +$11.2K +250 +3%
CA
558
Claro Advisors
Massachusetts
$454K -$8.07K -180 -2%
VF
559
Vawter Financial
Ohio
$454K +$439K +9,801 New
PWP
560
Precedent Wealth Partners
Texas
$454K -$85.6K -1,910 -16%
MCM
561
Mengis Capital Management
Oregon
$452K +$22.9K +510 +6%
SCA
562
Snowden Capital Advisors
New York
$450K -$53.2K -1,186 -11%
SIG
563
Spinnaker Investment Group
California
$447K +$432K +9,645 New
RWPA
564
Richard W. Paul & Associates
Michigan
$444K +$41.4K +923 +11%
LA
565
Legacy Advisors
Pennsylvania
$439K +$425K +9,475 New
RWB
566
RMR Wealth Builders
New Jersey
$439K +$1.66K +37 +0.4%
OFG
567
Oxford Financial Group
Indiana
$434K – – –
TWP
568
Tyche Wealth Partners
Texas
$434K -$10.3K -229 -2%
BCM
569
Brookstone Capital Management
Illinois
$427K +$26.4K +589 +7%
ACM
570
Absolute Capital Management
Pennsylvania
$423K +$410K +9,139 New
VPP
571
Vertex Planning Partners
Illinois
$423K +$135 +3 +0%
CT
572
Caldwell Trust
Florida
$419K – – –
MFN
573
Midwest Financial Network
Illinois
$417K +$99.1K +2,210 +33%
PPW
574
Parcion Private Wealth
Washington
$416K – – –
S
575
Sunpointe
Missouri
$416K +$103K +2,289 +34%
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23
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