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

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
576
Detalus Advisors
Missouri
$293K -$16K -388 -5%
CA
577
Continuum Advisory
Idaho
$291K -$394K -9,525 -58%
FOA
578
Five Oceans Advisors
California
$290K +$278K +6,730 New
CC
579
Courier Capital
New York
$286K -$16.8K -407 -6%
MOS
580
MGO One Seven
Ohio
$285K +$274K +6,626 New
BWA
581
Burt Wealth Advisors
Maryland
$281K +$12K +290 +5%
MFT
582
Moisand Fitzgerald Tamayo
Florida
$278K -$10.6K -257 -4%
HSG
583
Helen Stephens Group
Texas
$277K -$92.3K -2,234 -26%
BG
584
Benedetti & Gucer
Georgia
$275K +$744 +18 +0.3%
BFA
585
Beaumont Financial Advisors
Massachusetts
$272K -$22.9K -554 -8%
TW
586
TrinityPoint Wealth
Connecticut
$271K -$15.4K -373 -6%
GL
587
Graypoint LLC
New York
$271K +$2.31K +56 +0.9%
AIM
588
Acropolis Investment Management
Missouri
$269K – – –
MYIA
589
Mount Yale Investment Advisors
Colorado
$269K +$258K +6,246 New
TFGT
590
TS Financial Group (TSFG)
Illinois
$268K -$141K -3,415 -35%
MWM
591
Marion Wealth Management
Pennsylvania
$266K +$4.34K +105 +2%
MLRA
592
Main Line Retirement Advisors
Montana
$265K -$66.2K -1,601 -21%
ORG
593
Optimist Retirement Group
Washington
$264K +$165 +4 +0.1%
ESB
594
Essex Savings Bank
Connecticut
$263K – – –
CV
595
Counterweight Ventures
North Carolina
$260K +$250K +6,044 New
EWA
596
EverSource Wealth Advisors
Alabama
$260K +$138K +3,346 +110%
CAAS
597
Capital Asset Advisory Services
Michigan
$259K +$256K +6,190 New
NCM
598
Noesis Capital Mangement
Florida
$258K – – –
CJFS
599
Coulter & Justus Financial Services
Tennessee
$258K +$248K +6,000 New
RWM
600
Ritholtz Wealth Management
New York
$252K +$242K +5,858 New
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