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

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
601
Essex Savings Bank
Connecticut
$271K +$12.6K +302 +5%
TW
602
TrinityPoint Wealth
Connecticut
$270K +$7.88K +189 +3%
OC
603
Oppenheimer & Co
New York
$267K -$708K -16,988 -73%
GL
604
Graypoint LLC
New York
$262K +$83 +2 +0%
MYIA
605
Mount Yale Investment Advisors
Colorado
$261K +$1.25K +30 +0.5%
CIAS
606
Capital Investment Advisory Services
North Carolina
$261K -$407K -9,775 -61%
FTDI
607
First Trust Direct Indexing
Massachusetts
$260K -$24.2K -581 -8%
AIM
608
Acropolis Investment Management
Missouri
$260K – – –
VIM
609
Vista Investment Management
Pennsylvania
$257K +$258K +6,195 New
MWM
610
Marion Wealth Management
Pennsylvania
$257K +$958 +23 +0.4%
MLRA
611
Main Line Retirement Advisors
Montana
$257K +$1.29K +31 +0.5%
AAS
612
Ameritas Advisory Services
Nebraska
$256K -$58.2K -1,397 -18%
ORG
613
Optimist Retirement Group
Washington
$255K +$208 +5 +0.1%
CP
614
Castleview Partners
Texas
$254K +$45K +1,081 +21%
AFAS
615
Acorn Financial Advisory Services
Virginia
$253K -$30.9K -741 -11%
NCM
616
Noesis Capital Mangement
Florida
$250K +$750 +18 +0.3%
VWM
617
VCI Wealth Management
Missouri
$249K +$250K +5,999 New
BFA
618
Beaumont Financial Advisors
Massachusetts
$247K -$15.1K -362 -6%
BWA
619
Burt Wealth Advisors
Maryland
$247K -$23.7K -568 -9%
BTWM
620
Baker Tilly Wealth Management
Wisconsin
$246K -$44.3K -1,064 -15%
MFT
621
Moisand Fitzgerald Tamayo
Florida
$245K -$23.2K -557 -9%
FHC
622
First Heartland Consultants
Missouri
$245K +$246K +5,897 New
AA
623
Alesco Advisors
New York
$245K +$37.6K +902 +18%
RWM
624
Ritholtz Wealth Management
New York
$244K +$625 +15 +0.3%
CAAS
625
Capital Asset Advisory Services
Michigan
$244K -$10.2K -245 -4%
23 24
25
26 27