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

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
601
Smartleaf Asset Management
Massachusetts
$338K +$42.9K +1,065 +16%
HAM
602
Harmony Asset Management
Arizona
$338K – – –
FFW
603
Fusion Family Wealth
New York
$337K – – –
OPWM
604
Oakwell Private Wealth Management
Texas
$337K – – –
VIP
605
Vantage Investment Partners
Missouri
$337K +$3.23K +80 +1%
KCPG
606
Kavar Capital Partners Group
Kansas
$336K – – –
MYIA
607
Mount Yale Investment Advisors
Colorado
$335K -$52.6K -1,305 -14%
LFA
608
Laraway Financial Advisors
Minnesota
$331K +$121 +3 +0%
EWA
609
EverSource Wealth Advisors
Alabama
$327K +$66.9K +1,660 +28%
HH
610
Hilltop Holdings
Texas
$327K -$7.5K -186 -2%
WIC
611
Woodmont Investment Counsel
Tennessee
$326K – – –
CFS
612
Coordinated Financial Services
Colorado
$323K +$18.7K +464 +7%
CFG
613
Carr Financial Group
Massachusetts
$323K +$726 +18 +0.2%
CFAM
614
Center For Asset Management
Florida
$322K +$27K +670 +10%
SCM
615
Sebold Capital Management
Illinois
$322K – – –
WF
616
Welch & Forbes
Massachusetts
$319K +$7.54K +187 +3%
PFS
617
Prospera Financial Services
Texas
$317K -$15.8K -391 -5%
KOC
618
Koss-Olinger Consulting
Florida
$315K -$79.8K -1,978 -21%
FB
619
Fulton Bank
Pennsylvania
$311K +$16.7K +413 +6%
VDBMI
620
Van Den Berg Management I
Texas
$310K -$27.2K -674 -8%
FHC
621
First Heartland Consultants
Missouri
$309K +$86.3K +2,140 +42%
WMA
622
William Mack & Associates
Michigan
$309K – – –
KFGK
623
Keystone Financial Group (Kentucky)
Kentucky
$308K +$13.2K +327 +5%
CJ
624
Caitlin John
Michigan
$306K +$290K +7,188 New
RIA
625
Regal Investment Advisors
Michigan
$306K +$290K +7,182 New
23 24
25
26 27