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

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
676
Baker Tilly Wealth Management
Wisconsin
$414K -$16.9K -317 -4%
PWA
677
PCG Wealth Advisors
Kansas
$411K +$37.4K +700 +11%
YIA
678
YHB Investment Advisors
Connecticut
$410K +$15.9K +297 +4%
KA
679
Kovack Advisors
Florida
$410K +$381K +7,131 New
AWA
680
Acorn Wealth Advisors
Michigan
$409K +$53.7K +1,006 +17%
SOS
681
Silver Oak Securities
Tennessee
$408K +$16.3K +306 +5%
PC
682
PCB Capital
New Jersey
$407K +$68.8K +1,288 +22%
CSIC
683
Clifford Swan Investment Counsel
California
$405K – – –
PA
684
PSI Advisors
Florida
$405K +$101K +1,883 +37%
TFP
685
Tilia Fiduciary Partners
North Carolina
$404K +$12.5K +235 +3%
RFS
686
Retirement Financial Solutions
Tennessee
$403K +$1.28K +24 +0.3%
HPA
687
High Probability Advisors
New York
$402K +$16.8K +315 +5%
VDBMI
688
Van Den Berg Management I
Texas
$402K -$14.6K -274 -4%
IFPG
689
Intrepid Financial Planning Group
Indiana
$401K -$1.28K -24 -0.3%
SPWM
690
Spartan Planning & Wealth Management
North Carolina
$401K +$371K +6,946 New
BCM
691
Brookstone Capital Management
Illinois
$400K +$71.1K +1,331 +24%
S
692
Sunpointe
Missouri
$400K -$63.9K -1,197 -15%
VVP
693
Venture Visionary Partners
Ohio
$398K -$40.2K -753 -10%
CFG
694
Carr Financial Group
Massachusetts
$396K +$13.1K +246 +4%
PA
695
Paragon Advisors
Texas
$395K +$14.4K +269 +4%
FDDB
696
Fidelity D&D Bancorp
Pennsylvania
$395K +$4.86K +91 +1%
APP
697
Avantax Planning Partners
Iowa
$395K -$15.4K -289 -4%
KP
698
Keel Point
Alabama
$393K -$5.71K -107 -2%
OCA
699
OpenArc Corporate Advisory
Georgia
$393K -$42.9K -803 -11%
JCA
700
January Capital Advisors
California
$392K – – –
26 27
28
29 30