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

Name Holding Trade Value Shares
Change 		Change in
Stake
SGWM
576
Sterling Group Wealth Management
California
$381K -$83.7K -2,075 -19%
ESB
577
Essex Savings Bank
Connecticut
$373K -$15.7K -390 -4%
XT
578
XTX Topco
Cayman Islands
$373K +$353K +8,754 New
BCA
579
Bay Colony Advisors
Massachusetts
$372K – – –
RWPA
580
Richard W. Paul & Associates
Michigan
$369K +$40K +992 +13%
BCM
581
Brookstone Capital Management
Illinois
$368K -$26.3K -651 -7%
IWN
582
Independent Wealth Network
Iowa
$365K +$10K +248 +3%
SAI
583
Savvy Advisors Inc
New York
$364K -$97K -2,406 -22%
BAM
584
Belpointe Asset Management
Nevada
$363K -$294K -7,281 -46%
SCA
585
Sandy Cove Advisors
Massachusetts
$363K – – –
WP
586
WealthPLAN Partners
Nebraska
$359K +$34.8K +862 +11%
TCA
587
Transcend Capital Advisors
New Jersey
$356K -$982K -24,341 -74%
STA
588
Summit Trail Advisors
New York
$355K – – –
RPGK
589
Retirement Planning Group (Kansas)
Kansas
$351K -$11K -273 -3%
TSS
590
Two Sigma Securities
New York
$351K +$35.4K +877 +12%
AFA
591
American Financial Advisors
Georgia
$350K +$927 +23 +0.3%
WTC
592
WhitTier Trust Company
Nevada
$350K – – –
BC
593
Brio Consultants
California
$347K -$55.8K -1,384 -15%
BI
594
Beckerman Institutional
New Jersey
$346K +$327K +8,114 New
SA
595
Sovran Advisors
California
$346K -$139K -3,437 -30%
MI
596
Moneywise Inc
Virginia
$344K -$37.1K -921 -10%
PFG
597
PAX Financial Group
Texas
$343K -$35.9K -890 -10%
CT
598
Colonial Trust
South Carolina
$341K – – –
VCA
599
Verdence Capital Advisors
Maryland
$340K -$55.1K -1,367 -15%
SWM
600
Sterling Wealth Management
Illinois
$340K +$322K +7,975 New
22 23
24
25 26