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

Name Holding Trade Value Shares
Change 		Change in
Stake
BPFA
551
Barnes Pettey Financial Advisors
Mississippi
$591K – – –
MFA
552
McClarren Financial Advisors
Pennsylvania
$586K +$341K +6,895 +132%
JIC
553
Johnson Investment Counsel
Ohio
$585K -$43.3K -874 -7%
CIS
554
Continental Investors Services
Washington
$581K +$4.5K +91 +0.8%
CF
555
Centaurus Financial
California
$575K -$138K -2,784 -19%
FB
556
Fulton Bank
Pennsylvania
$566K +$6.58K +133 +1%
BWP
557
Balboa Wealth Partners
Arizona
$566K -$132K -2,660 -19%
TSS
558
Two Sigma Securities
New York
$559K +$573K +11,569 New
BOM
559
Bank of Marin
California
$555K +$21.6K +436 +4%
SL
560
Salomon & Ludwin
Virginia
$555K -$3.42K -69 -0.6%
IWM
561
Iams Wealth Management
Nebraska
$554K -$20.1K -406 -3%
HIA
562
Harbor Investment Advisory
Maryland
$553K -$317K -6,411 -36%
EWA
563
EverSource Wealth Advisors
Alabama
$553K +$285K +5,749 +101%
NW
564
NewEdge Wealth
Pennsylvania
$551K +$318K +6,420 +129%
ESB
565
Essex Savings Bank
Connecticut
$549K -$5.89K -119 -1%
MIG
566
McGuire Investment Group
Rhode Island
$549K – – –
FWM
567
Fingerlakes Wealth Management
New York
$549K +$198 +4 +0%
BFA
568
Brown Financial Advisory
Alabama
$548K -$107K -2,164 -16%
MA
569
Mutual Advisors
Nebraska
$547K -$7.08K -143 -1%
SAI
570
Savvy Advisors Inc
New York
$543K +$46K +929 +9%
TVAMP
571
Tennessee Valley Asset Management Partners
Tennessee
$542K -$78.3K -1,582 -12%
SIM
572
Synergy Investment Management
Florida
$540K -$11.7K -236 -2%
MCM
573
Mengis Capital Management
Oregon
$540K +$43K +868 +8%
SI
574
Stephens Inc
Arkansas
$540K -$990 -20 -0.2%
SFG
575
Sovereign Financial Group
Connecticut
$538K +$743 +15 +0.1%
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