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

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
601
Welch & Forbes
Massachusetts
$324K – – –
CSIC
602
Clifford Swan Investment Counsel
California
$318K – – –
OC
603
Oppenheimer & Co
New York
$313K +$19.1K +434 +7%
JFG
604
JDM Financial Group
Texas
$309K -$38.9K -886 -12%
VWA
605
Visionary Wealth Advisors
Illinois
$305K +$58.9K +1,341 +25%
APP
606
Avantax Planning Partners
Iowa
$305K -$7.03K -160 -2%
MCM
607
Mengis Capital Management
Oregon
$302K +$292K +6,639 New
FTDI
608
First Trust Direct Indexing
Massachusetts
$301K +$15.5K +353 +6%
VPWA
609
Vestia Personal Wealth Advisors
Indiana
$301K -$9.53K -217 -3%
CRIG
610
Charter Research & Investment Group
Connecticut
$300K +$63K +1,435 +28%
PCG
611
Prosperity Consulting Group
Maryland
$300K -$49.8K -1,134 -15%
AL
612
ACAS LLC
California
$298K +$11K +250 +4%
LFG
613
Lockerman Financial Group
California
$297K -$13.8K -314 -5%
AWA
614
Amplius Wealth Advisors
Pennsylvania
$296K -$224K -5,093 -44%
ESB
615
Essex Savings Bank
Connecticut
$295K -$1.76K -40 -0.6%
BFA
616
Beaumont Financial Advisors
Massachusetts
$295K +$22.8K +520 +9%
IFPG
617
Intrepid Financial Planning Group
Indiana
$294K +$284K +6,470 New
EWA
618
EverSource Wealth Advisors
Alabama
$289K -$33.8K -769 -11%
AAS
619
Ameritas Advisory Services
Nebraska
$287K +$6.81K +155 +3%
TW
620
TrinityPoint Wealth
Connecticut
$285K -$10K -228 -4%
AIM
621
Acropolis Investment Management
Missouri
$285K – – –
MLRA
622
Main Line Retirement Advisors
Montana
$283K +$1.19K +27 +0.4%
AFTS
623
American Financial & Tax Strategies
New York
$281K -$51.2K -1,165 -16%
NEWAS
624
N.E.W. Advisory Services
Wisconsin
$281K +$43.2K +983 +19%
MCWS
625
McKinley Carter Wealth Services
West Virginia
$281K -$39.2K -893 -13%
23 24
25
26 27