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

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
676
Kovack Advisors
Florida
$410K +$381K +7,131 New
AWA
677
Acorn Wealth Advisors
Michigan
$409K +$53.7K +1,006 +17%
SOS
678
Silver Oak Securities
Tennessee
$408K +$16.3K +306 +5%
PC
679
PCB Capital
New Jersey
$407K +$68.8K +1,288 +22%
CSIC
680
Clifford Swan Investment Counsel
California
$405K – – –
PA
681
PSI Advisors
Florida
$405K +$101K +1,883 +37%
TFP
682
Tilia Fiduciary Partners
North Carolina
$404K +$12.5K +235 +3%
RFS
683
Retirement Financial Solutions
Tennessee
$403K +$1.28K +24 +0.3%
HPA
684
High Probability Advisors
New York
$402K +$16.8K +315 +5%
VDBMI
685
Van Den Berg Management I
Texas
$402K -$14.6K -274 -4%
IFPG
686
Intrepid Financial Planning Group
Indiana
$401K -$1.28K -24 -0.3%
SPWM
687
Spartan Planning & Wealth Management
North Carolina
$401K +$371K +6,946 New
BCM
688
Brookstone Capital Management
Illinois
$400K +$71.1K +1,331 +24%
S
689
Sunpointe
Missouri
$400K -$63.9K -1,197 -15%
VVP
690
Venture Visionary Partners
Ohio
$398K -$40.2K -753 -10%
CFG
691
Carr Financial Group
Massachusetts
$396K +$13.1K +246 +4%
PA
692
Paragon Advisors
Texas
$395K +$14.4K +269 +4%
FDDB
693
Fidelity D&D Bancorp
Pennsylvania
$395K +$4.86K +91 +1%
APP
694
Avantax Planning Partners
Iowa
$395K -$15.4K -289 -4%
KP
695
Keel Point
Alabama
$393K -$5.71K -107 -2%
OCA
696
OpenArc Corporate Advisory
Georgia
$393K -$42.9K -803 -11%
JCA
697
January Capital Advisors
California
$392K – – –
HFS
698
Hopwood Financial Services
Virginia
$391K -$2.78K -52 -0.8%
OC
699
Optima Capital
Oregon
$389K -$10.6K -198 -3%
RWPA
700
Richard W. Paul & Associates
Michigan
$386K -$11.1K -208 -3%
26 27
28
29 30