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

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
576
Narus Financial Partners
Utah
$410K -$23.5K -524 -6%
VCA
577
Verdence Capital Advisors
Maryland
$408K +$29.5K +658 +8%
PFG
578
PAX Financial Group
Texas
$406K +$32.6K +728 +9%
CRC
579
Curi RMB Capital
Illinois
$401K -$53.5K -1,194 -12%
SAI
580
Savvy Advisors Inc
New York
$399K +$3.05K +68 +0.8%
IWN
581
Independent Wealth Network
Iowa
$398K +$1.75K +39 +0.5%
FHC
582
First Heartland Consultants
Missouri
$395K +$57.3K +1,277 +18%
SCA
583
Sandy Cove Advisors
Massachusetts
$394K – – –
WP
584
WealthPLAN Partners
Nebraska
$393K +$3.05K +68 +0.8%
TCA
585
Transcend Capital Advisors
New Jersey
$390K +$3.23K +72 +0.9%
RPGK
586
Retirement Planning Group (Kansas)
Kansas
$386K +$3.86K +86 +1%
WTC
587
WhitTier Trust Company
Nevada
$383K -$1.34K -30 -0.4%
AFG
588
Atomi Financial Group
New York
$379K -$185K -4,126 -34%
HAM
589
Harmony Asset Management
Arizona
$377K +$8.97K +200 +3%
CSIC
590
Clifford Swan Investment Counsel
California
$375K +$48.3K +1,077 +15%
SPAS
591
Spectrum Planning & Advisory Services
California
$373K +$73K +1,628 +25%
BIG
592
Brookwood Investment Group
Arizona
$373K -$442K -9,853 -55%
TC
593
TownSquare Capital
Utah
$373K -$2.21M -49,259 -86%
MI
594
Moneywise Inc
Virginia
$372K -$1.17K -26 -0.3%
CT
595
Colonial Trust
South Carolina
$371K – – –
SWM
596
Sterling Wealth Management
Illinois
$369K – – –
KP
597
Keel Point
Alabama
$369K +$79.1K +1,765 +28%
MAM
598
Milestone Asset Management
Pennsylvania
$369K +$357K +7,956 New
OPWM
599
Oakwell Private Wealth Management
Texas
$366K – – –
CFAM
600
Center For Asset Management
Florida
$366K +$33.1K +739 +10%
22 23
24
25 26