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

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
626
Tradition Wealth Management
Minnesota
$12K +$11.9K +320 New
LWANC
627
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.4K +$37 +1 +0.3%
OHWP
628
Oak Harbor Wealth Partners
North Carolina
$11.3K +$10.8K +290 New
CA
629
Crewe Advisors
Utah
$11.1K +$9.7K +261 +1,088%
CG
630
Cutler Group
California
$11K +$7.66K +206 +206%
WP
631
WealthPLAN Partners
Nebraska
$9.98K -$6.36K -171 -40%
SIC
632
SJS Investment Consulting
Ohio
$9.75K – – –
PAIM
633
Punch & Associates Investment Management
Minnesota
$9.29K – – –
SWM
634
Spire Wealth Management
Virginia
$8.52K -$1.15K -31 -12%
BWM
635
Baystate Wealth Management
Massachusetts
$8.51K +$8.14K +219 New
EWA
636
EverSource Wealth Advisors
Alabama
$8.47K -$6.5K -175 -45%
FRA
637
Front Row Advisors
California
$7K +$7.17K +193 New
AWM
638
Atticus Wealth Management
Florida
$6.67K +$1K +27 +19%
HS
639
Horan Securities
United States
$6.6K +$37 +1 +0.6%
SC
640
SouthState Corp
Florida
$6.53K – – –
HWM
641
Horizons Wealth Management
North Carolina
$6.37K +$6.09K +164 New
BCM
642
Basso Capital Management
Connecticut
$6.1K +$5.83K +157 New
LC
643
Lindbrook Capital
California
$5.91K +$5.65K +152 New
DAM
644
Delta Asset Management
Tennessee
$5.83K +$5.58K +150 New
FCMT
645
Founders Capital Management (Texas)
Texas
$5.09K +$4.87K +131 New
TSWM
646
Tyler-Stone Wealth Management
Ohio
$5K +$5.02K +135 New
IHWM
647
Iron Horse Wealth Management
Iowa
$4.93K -$892 -24 -16%
APW
648
Atlantic Private Wealth
North Carolina
$4.86K +$4.65K +125 New
NMG
649
New Millennium Group
Utah
$4.71K -$2.97K -80 -40%
HCP
650
Hexagon Capital Partners
Arkansas
$4.54K +$4.35K +117 New
24 25
26
27 28