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

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
676
Evergreen Capital Management
Washington
$220K +$213K +4,840 New
HPA
677
High Probability Advisors
New York
$220K +$212K +4,834 New
ARC
678
Advisor Resource Council
Texas
$220K +$212K +4,830 New
BFG
679
Bleakley Financial Group
New Jersey
$218K -$15.7K -358 -7%
HFA
680
High Falls Advisors
New York
$217K -$43.9K -1,000 -17%
MW
681
Maia Wealth
Colorado
$217K -$8.96K -204 -4%
CWM
682
Cranbrook Wealth Management
Michigan
$217K – – –
AMCA
683
Arthur M. Cohen & Associates
Illinois
$215K +$211K +4,792 New
WAG
684
Wallace Advisory Group
California
$214K – – –
SEM
685
Strategic Equity Management
Arizona
$214K +$206K +4,698 New
OR
686
Olympiad Research
Connecticut
$213K +$206K +4,688 New
PCM
687
Prelude Capital Management
New York
$213K +$206K +4,688 New
PWM
688
Power Wealth Management
Georgia
$213K -$9.53K -217 -4%
AIP
689
Ameritas Investment Partners
Nebraska
$211K -$703 -16 -0.3%
ATC
690
Argent Trust Co
Tennessee
$211K -$18.6K -423 -8%
WH
691
Willner & Heller
California
$211K +$203K +4,626 New
OLA
692
Oliver Luxxe Assets
New Jersey
$210K +$203K +4,618 New
CCG
693
Capital CS Group
California
$210K +$202K +4,609 New
LSA
694
Lion Street Advisors
Texas
$210K -$24K -547 -11%
KP
695
Keel Point
Alabama
$209K +$202K +4,589 New
EFS
696
Econ Financial Services
Pennsylvania
$208K -$1.65M -37,495 -89%
CFP
697
Cypress Financial Planning
New Jersey
$208K +$201K +4,567 New
FMWA
698
Forvis Mazars Wealth Advisors
Missouri
$207K +$200K +4,558 New
PVI
699
Pine Valley Investments
New Jersey
$206K +$199K +4,534 New
CV
700
Counterweight Ventures
North Carolina
$204K +$197K +4,489 New
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