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

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
626
Colonial Trust
South Carolina
$375K – – –
SG
627
Sankala Group
Colorado
$375K +$346K +7,411 New
KP
628
Keel Point
Alabama
$374K +$1.03K +22 +0.3%
SWM
629
Sterling Wealth Management
Illinois
$374K – – –
SCA
630
Sandy Cove Advisors
Massachusetts
$372K -$26.7K -572 -7%
EP
631
E6 Portfolios
Utah
$372K +$370K +7,938 New
HAM
632
Harmony Asset Management
Arizona
$371K -$9.79K -210 -3%
OPWM
633
Oakwell Private Wealth Management
Texas
$371K – – –
KCPG
634
Kavar Capital Partners Group
Kansas
$370K – – –
ACM
635
Absolute Capital Management
Pennsylvania
$370K -$58K -1,244 -14%
OP
636
Oath Planning
Oklahoma
$369K +$368K +7,885 New
VPP
637
Vertex Planning Partners
Illinois
$369K -$58.5K -1,255 -14%
RWPA
638
Richard W. Paul & Associates
Michigan
$367K -$81.7K -1,751 -18%
SPAS
639
Spectrum Planning & Advisory Services
California
$362K -$15.3K -327 -4%
PAW
640
Plan A Wealth
Nebraska
$361K -$159K -3,418 -31%
MAM
641
MMA Asset Management
Pennsylvania
$361K -$254K -5,448 -41%
WAG
642
Wallace Advisory Group
California
$359K +$3.22K +69 +0.9%
BBA
643
BLB&B Advisors
Pennsylvania
$356K – – –
WC
644
Waterloo Capital
Texas
$356K +$354K +7,592 New
FFW
645
Fusion Family Wealth
New York
$355K -$14.4K -308 -4%
IF
646
Integrity Financial
Wyoming
$354K -$109K -2,346 -24%
BTWM
647
Baker Tilly Wealth Management
Wisconsin
$353K +$31.6K +678 +10%
CFS
648
Coordinated Financial Services
Colorado
$352K +$1.4K +30 +0.4%
VVP
649
Venture Visionary Partners
Ohio
$349K +$348K +7,453 New
CFAM
650
Center For Asset Management
Florida
$348K -$22.2K -476 -6%
24 25
26
27 28