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

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
551
VCI Wealth Management
Missouri
$547K +$228K +4,890 +72%
FB
552
Fulton Bank
Pennsylvania
$543K +$207K +4,443 +62%
FFS
553
Founders Financial Securities
Maryland
$541K +$538K +11,543 New
ESB
554
Essex Savings Bank
Connecticut
$539K +$65.6K +1,406 +14%
MA
555
Mutual Advisors
Nebraska
$537K +$38.3K +822 +8%
SIM
556
Synergy Investment Management
Florida
$535K -$111K -2,379 -17%
CIS
557
Continental Investors Services
Washington
$534K -$92.3K -1,979 -15%
MIG
558
McGuire Investment Group
Rhode Island
$532K – – –
FWM
559
Fingerlakes Wealth Management
New York
$532K -$39.6K -849 -7%
PWA
560
Perspective Wealth Advisors
Colorado
$530K +$527K +11,304 New
GWM
561
Gilpin Wealth Management
Colorado
$528K +$525K +11,265 New
SI
562
Stephens Inc
Arkansas
$525K +$11.1K +238 +2%
LA
563
Lynch & Associates
Indiana
$521K – – –
SFG
564
Sovereign Financial Group
Connecticut
$521K -$3.27K -70 -0.6%
BOM
565
Bank of Marin
California
$518K -$7.79K -167 -1%
EF
566
Elite Financial
Idaho
$518K +$93 +2 +0%
EFL
567
ERn Financial LLC
Wisconsin
$517K -$11.8K -252 -2%
OSNBOA
568
Old Second National Bank of Aurora
Illinois
$509K +$24.8K +532 +5%
KPWS
569
Kestra Private Wealth Services
Texas
$501K -$28.3K -606 -5%
MF
570
Montis Financial
Massachusetts
$500K -$187 -4 -0%
ME
571
McIlrath & Eck
Washington
$499K -$23.3K -499 -4%
EWA
572
Exencial Wealth Advisors
Oklahoma
$499K – – –
CFD
573
Creative Financial Designs
Indiana
$498K +$27.6K +591 +6%
LA
574
Latitude Advisors
Florida
$495K +$25.3K +543 +5%
GK
575
Graney & King
New York
$494K +$1.07K +23 +0.2%
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