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

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
676
Coppell Advisory Solutions
Texas
$1.63K -$1.79K -46 -51%
GWMIA
677
Global Wealth Management Investment Advisory
Florida
$812 – – –
FAM
678
Family Asset Management
South Carolina
$738 – – –
PP
679
Pacifica Partners
Canada
$717 – – –
DFA
680
DHJJ Financial Advisors
Illinois
$480 +$506 +13 New
DF
681
DecisionPoint Financial
Arizona
$443 +$467 +12 New
NC
682
NewSquare Capital
Pennsylvania
$221 +$234 +6 New
BWL
683
Bogart Wealth LLC
Virginia
$74 – – –
YAL
684
Your Advocates Ltd
Texas
$37 – – –
TCFP
685
Treasure Coast Financial Planning
Florida
– -$5.27M -135,798 Closed
V
686
Veritable
Delaware
– -$4.48M -115,332 Closed
VAS
687
Vestmark Advisory Solutions
Massachusetts
– -$2.96M -76,173 Closed
AWA
688
Arete Wealth Advisors
Illinois
– -$2.95M -76,048 Closed
WC
689
Westwind Capital
New Mexico
– -$2.31M -59,498 Closed
CA
690
CSM Advisors
Pennsylvania
– -$1.29M -33,096 Closed
NRA
691
NSI Retail Advisors
Pennsylvania
– -$1.27M -32,700 Closed
BTWM
692
Baker Tilly Wealth Management
Wisconsin
– -$647K -16,648 Closed
ES
693
Eagle Strategies
New York
– -$640K -16,475 Closed
WEG
694
World Equity Group
Illinois
– -$556K -14,303 Closed
AWM
695
Apollon Wealth Management
South Carolina
– -$461K -11,859 Closed
AA
696
AlphaQ Advisors
Florida
– -$360K -9,274 Closed
CI
697
CX Institutional
Indiana
– -$348K -8,957 Closed
AWM
698
Adams Wealth Management
Utah
– -$318K -8,192 Closed
KA
699
Kovack Advisors
Florida
– -$295K -7,597 Closed
SG
700
StoneX Group
New York
– -$283K -7,286 Closed
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