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

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
576
Mystic Asset Management
Rhode Island
$399K +$41.8K +950 +11%
PAG
577
Paladin Advisory Group
Iowa
$397K -$78K -1,771 -15%
MCA
578
MSH Capital Advisors
Arizona
$396K -$22.9K -520 -5%
AIM
579
Anchor Investment Management
South Carolina
$396K -$17.6K -400 -4%
PPC
580
Pennington Partners & Co
Maryland
$394K +$426K +9,665 New
VIM
581
Vista Investment Management
Pennsylvania
$392K +$25.1K +569 +6%
EF
582
Elite Financial
Idaho
$391K +$132 +3 +0%
PPW
583
Parcion Private Wealth
Washington
$389K -$30.7K -698 -7%
BC
584
Brio Consultants
California
$389K -$132K -3,001 -24%
VF
585
Vawter Financial
Ohio
$385K – – –
HIA
586
Harbor Investment Advisory
Maryland
$383K -$372K -8,443 -47%
RWB
587
RMR Wealth Builders
New Jersey
$383K +$1.5K +34 +0.4%
OFG
588
Oxford Financial Group
Indiana
$382K -$705 -16 -0.2%
KOC
589
Koss-Olinger Consulting
Florida
$382K +$412K +9,362 New
VCA
590
Verdence Capital Advisors
Maryland
$381K +$13.2K +299 +3%
PP
591
Patron Partners
Texas
$381K -$208K -4,719 -34%
AWM
592
Apollon Wealth Management
South Carolina
$379K +$8.37K +190 +2%
BCM
593
Brookstone Capital Management
Illinois
$378K -$17.4K -395 -4%
VC
594
Vicus Capital
Pennsylvania
$377K +$18.8K +426 +5%
OWA
595
Outlook Wealth Advisors
Texas
$376K -$249K -5,649 -38%
MYIA
596
Mount Yale Investment Advisors
Colorado
$374K +$1.32K +30 +0.3%
ESB
597
Essex Savings Bank
Connecticut
$373K +$86.5K +1,963 +27%
VPP
598
Vertex Planning Partners
Illinois
$371K -$119K -2,712 -23%
MA
599
Mutual Advisors
Nebraska
$371K -$334K -7,593 -44%
CT
600
Caldwell Trust
Florida
$369K – – –
22 23
24
25 26