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

Name Holding Trade Value Shares
Change 		Change in
Stake
UAG
651
United Advisor Group
Ohio
$288K +$16.6K +371 +6%
BWA
652
Burt Wealth Advisors
Maryland
$288K – – –
DE
653
Diversified Enterprises
Delaware
$287K – – –
KWM
654
Keebeck Wealth Management
Illinois
$286K – – –
FPAS
655
Focus Partners Advisor Solutions
Missouri
$284K +$274K +6,116 New
SWP
656
Strategic Wealth Partners
Ohio
$280K -$752K -16,769 -74%
MSAM
657
Moloney Securities Asset Management
Missouri
$279K -$3.95K -88 -1%
SF
658
Synovus Financial
Georgia
$279K -$32.9K -733 -11%
NCM
659
Noesis Capital Mangement
Florida
$278K -$44.6K -995 -14%
AFTS
660
American Financial & Tax Strategies
New York
$277K – – –
HPA
661
High Probability Advisors
New York
$277K -$25K -558 -9%
SPA
662
Sentinel Pension Advisors
Massachusetts
$276K +$1.03K +23 +0.4%
ATC
663
Argent Trust Co
Tennessee
$273K -$717 -16 -0.3%
CA
664
Continuum Advisory
Idaho
$271K -$49.3K -1,100 -16%
SPC
665
Sigma Planning Corp
Michigan
$271K -$46.7K -1,041 -15%
SC
666
Sapient Capital
Indiana
$269K – – –
MAMG
667
Milestone Asset Management Group
Connecticut
$267K +$259K +5,765 New
AIM
668
Acropolis Investment Management
Missouri
$267K – – –
TVM
669
True Vision MN
Minnesota
$266K +$258K +5,752 New
TFGT
670
TS Financial Group (TSFG)
Illinois
$265K -$14.1K -315 -5%
AAS
671
Ameritas Advisory Services
Nebraska
$264K -$40.3K -898 -14%
RCAG
672
Rehmann Capital Advisory Group
Michigan
$263K +$628 +14 +0.2%
SWTS
673
Stonehaven Wealth & Tax Solutions
Wisconsin
$263K -$27.6K -616 -10%
Q1WB
674
Quest 10 Wealth Builders
Virginia
$262K -$18K -401 -7%
PFPT
675
Pinnacle Financial Partners (Tennessee)
Tennessee
$261K – – –
25 26
27
28 29