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

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
601
Prospera Financial Services
Texas
$429K +$103K +2,200 +32%
CFG
602
Capital Financial Group
Colorado
$429K +$427K +9,160 New
SFS
603
Security Financial Services
Indiana
$424K -$77.6K -1,665 -16%
PPW
604
Parcion Private Wealth
Washington
$421K – – –
CCWP
605
Cedar Cove Wealth Partners
Minnesota
$416K +$414K +8,872 New
CT
606
Caldwell Trust
Florida
$415K -$8.63K -185 -2%
WFAG
607
Wescott Financial Advisory Group
Pennsylvania
$415K +$413K +8,859 New
AAS
608
Ameritas Advisory Services
Nebraska
$414K +$146K +3,123 +55%
NFP
609
Narus Financial Partners
Utah
$411K -$3.64K -78 -0.9%
IWN
610
Independent Wealth Network
Iowa
$408K +$4.62K +99 +1%
S
611
Sunpointe
Missouri
$404K -$15.9K -342 -4%
GAG
612
GM Advisory Group
New York
$403K +$58.2K +1,247 +17%
WP
613
WealthPLAN Partners
Nebraska
$400K +$2.1K +45 +0.5%
KMWM
614
Keudell/Morrison Wealth Management
Oregon
$400K +$398K +8,532 New
VCA
615
Verdence Capital Advisors
Maryland
$400K -$5.46K -117 -1%
FHC
616
First Heartland Consultants
Missouri
$398K -$2.56K -55 -0.6%
TWP
617
Tyche Wealth Partners
Texas
$397K -$41.6K -893 -10%
TCA
618
Transcend Capital Advisors
New Jersey
$397K +$2K +43 +0.5%
LFA
619
Laraway Financial Advisors
Minnesota
$396K +$36.1K +775 +10%
WTC
620
WhitTier Trust Company
Nevada
$394K -$3.5K -75 -0.9%
HFS
621
Howard Financial Services
Texas
$389K +$178K +3,811 +85%
OE
622
October Effect
Virginia
$389K +$71.4K +1,532 +23%
CWWM
623
Curry Webb Wealth Management
Indiana
$387K +$385K +8,251 New
PWP
624
Precedent Wealth Partners
Texas
$384K -$75K -1,608 -16%
RPGK
625
Retirement Planning Group (Kansas)
Kansas
$380K -$9.79K -210 -3%
23 24
25
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