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

Name Holding Trade Value Shares
Change 		Change in
Stake
MBI
676
May Barnhard Investments
Maryland
$256K +$277K +6,290 New
PCG
677
Prosperity Consulting Group
Maryland
$255K -$14.7K -333 -5%
VCM
678
Virtue Capital Management
Tennessee
$255K +$275K +6,250 New
AIM
679
Acropolis Investment Management
Missouri
$255K – – –
BWA
680
Burt Wealth Advisors
Maryland
$253K +$11.3K +257 +4%
BWP
681
Balboa Wealth Partners
Arizona
$252K -$267K -6,072 -50%
Q1WB
682
Quest 10 Wealth Builders
Virginia
$252K -$164K -3,723 -38%
MLRA
683
Main Line Retirement Advisors
Montana
$252K -$2.69K -61 -1%
KWM
684
Keebeck Wealth Management
Illinois
$251K – – –
CA
685
Continuum Advisory
Idaho
$251K -$87K -1,976 -24%
HPA
686
High Probability Advisors
New York
$249K +$33.7K +765 +14%
CRC
687
Curi RMB Capital
Illinois
$247K -$276K -6,272 -51%
TPW
688
Talon Private Wealth
Florida
$246K +$81.9K +1,859 +49%
TFGT
689
TS Financial Group (TSFG)
Illinois
$246K +$264 +6 +0.1%
EWA
690
EverSource Wealth Advisors
Alabama
$245K -$131K -2,971 -33%
NCM
691
Noesis Capital Mangement
Florida
$245K -$793 -18 -0.3%
NCM
692
Northwest Capital Management
Oregon
$244K +$87.6K +1,988 +50%
MAM
693
MMA Asset Management
Pennsylvania
$242K +$262K +5,943 New
AFTS
694
American Financial & Tax Strategies
New York
$242K -$4.41K -100 -2%
SPA
695
Sentinel Pension Advisors
Massachusetts
$240K -$4.1K -93 -2%
AWA
696
Amplius Wealth Advisors
Pennsylvania
$238K -$29.2K -663 -10%
AWM
697
Angeles Wealth Management
California
$237K +$8.68K +197 +4%
OCM
698
One Capital Management
California
$236K -$5.82K -132 -2%
ATC
699
Argent Trust Co
Tennessee
$234K -$6.65K -151 -3%
TFS
700
Thoroughbred Financial Services
Tennessee
$234K -$191K -4,325 -43%
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