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

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
676
Aspire Wealth Management
Massachusetts
$141K -$4.88K -117 -3%
NMM
677
Naples Money Management
Florida
$138K +$667 +16 +0.5%
WT
678
Whittier Trust
California
$126K -$2.29K -55 -2%
HBW
679
Hazlett, Burt & Watson
West Virginia
$122K +$69.7K +1,672 +130%
NFSG
680
Newbridge Financial Services Group
Florida
$121K +$18.2K +437 +18%
SWP
681
SIMA Wealth Partners
Virginia
$115K +$115K +2,767 New
CHA
682
Carmichael Hill & Associates
Maryland
$115K -$92.9K -2,230 -45%
CWM
683
Cedar Wealth Management
California
$113K +$8.33K +200 +8%
PFM
684
Phillips Financial Management
Indiana
$107K -$417 -10 -0.4%
SAM
685
S.A. Mason
Michigan
$102K +$13.8K +332 +16%
PP
686
PrairieView Partners
Minnesota
$98K -$5.21K -125 -5%
OC
687
Oakworth Capital
Alabama
$97.8K – – –
WBC
688
West Branch Capital
Massachusetts
$97.2K – – –
OCM
689
Orion Capital Management
California
$94.6K – – –
QCG
690
Quadrant Capital Group
Ohio
$94.2K – – –
VWWMG
691
Vermillion & White Wealth Management Group
Pennsylvania
$94K – – –
GWANC
692
Guardian Wealth Advisors (North Carolina)
North Carolina
$91.1K -$2.92K -70 -3%
SMA
693
Sage Mountain Advisors
Georgia
$90.8K +$52.4K +1,257 +135%
NCM
694
Northwest Capital Management
Oregon
$87.8K +$9.33K +224 +12%
SWM
695
Spire Wealth Management
Virginia
$85.9K +$42 +1 +0%
GLR
696
Great Lakes Retirement
Ohio
$85.8K +$86.1K +2,066 New
ANBT
697
American National Bank & Trust
Texas
$82.6K – – –
DWM
698
Dogwood Wealth Management
Kansas
$82.3K -$244K -5,848 -75%
S
699
SignatureFD
Georgia
$73.4K +$65.1K +1,562 +762%
LIA
700
Lynx Investment Advisory
District of Columbia
$71.6K +$71.9K +1,725 New
26 27
28
29 30