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

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
576
Oppenheimer & Co
New York
$473K +$170K +3,659 +53%
OSNBOA
577
Old Second National Bank of Aurora
Illinois
$471K +$33.7K +725 +7%
GK
578
Graney & King
New York
$471K +$487K +10,475 New
MFN
579
Midwest Financial Network
Illinois
$470K +$486K +10,458 New
SAI
580
Savvy Advisors Inc
New York
$467K +$14.8K +319 +3%
TPCM
581
Templeton & Phillips Capital Management
Tennessee
$466K -$19.6K -422 -4%
NFP
582
Narus Financial Partners
Utah
$466K +$4.84K +104 +1%
AAS
583
Ameritas Advisory Services
Nebraska
$466K +$189K +4,057 +64%
PPW
584
Parcion Private Wealth
Washington
$460K -$98K -2,106 -17%
MCA
585
MSH Capital Advisors
Arizona
$460K -$7.44K -160 -2%
AIM
586
Anchor Investment Management
South Carolina
$454K – – –
AA
587
ACT Advisors
North Carolina
$452K +$114K +2,461 +32%
TFS
588
Thoroughbred Financial Services
Tennessee
$452K – – –
ML
589
Mayport LLC
Massachusetts
$449K +$465K +10,000 New
Q1WB
590
Quest 10 Wealth Builders
Virginia
$445K +$461K +9,913 New
SF
591
Symphony Financial
Texas
$440K +$440K +9,452 New
LA
592
Latitude Advisors
Florida
$439K -$82.4K -1,772 -15%
WANY
593
Wealthspire Advisors (New York)
New York
$439K +$455K +9,775 New
WIC
594
Whitegate Investment Counselors
New Hampshire
$435K – – –
BCM
595
Brookstone Capital Management
Illinois
$435K -$13.3K -287 -3%
CFGS
596
Concourse Financial Group Securities
Alabama
$432K -$33.7K -724 -7%
EF
597
Elite Financial
Idaho
$430K +$446K +9,593 New
UWM
598
USAdvisors Wealth Management
Minnesota
$426K -$20.3K -436 -4%
VF
599
Vawter Financial
Ohio
$425K – – –
RWPA
600
Richard W. Paul & Associates
Michigan
$423K +$17.1K +368 +4%
22 23
24
25 26