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

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
676
Mascagni Wealth Management
Mississippi
$258K +$13.9K +311 +6%
CWM
677
Cranbrook Wealth Management
Michigan
$258K +$7.4K +165 +3%
ORG
678
Optimist Retirement Group
Washington
$257K +$179 +4 +0.1%
AWM
679
Angeles Wealth Management
California
$257K – – –
MCM
680
MidAtlantic Capital Management
Virginia
$255K -$640K -14,274 -72%
NWMG
681
National Wealth Management Group
Ohio
$255K -$21.8K -486 -8%
PA
682
PSI Advisors
Florida
$255K +$1.21K +27 +0.5%
AWA
683
Acorn Wealth Advisors
Michigan
$254K -$72.6K -1,620 -23%
HSG
684
Helen Stephens Group
Texas
$253K +$1.34K +30 +0.6%
RBA
685
Richard Bernstein Advisors
New York
$252K -$75.6K -1,687 -24%
IF
686
Ironwood Financial
Arizona
$250K – – –
BFA
687
Beaumont Financial Advisors
Massachusetts
$250K -$3.95K -88 -2%
SEA
688
Stegent Equity Advisors
Texas
$249K – – –
IC
689
IEQ Capital
California
$247K +$239K +5,330 New
RBFC
690
Roman Butler Fullerton & Co
Missouri
$247K +$538 +12 +0.2%
WANY
691
Wealthspire Advisors (New York)
New York
$245K +$237K +5,296 New
TAM
692
Townsend Asset Management
North Carolina
$245K +$90 +2 +0%
SYBT
693
Stock Yards Bank & Trust
Kentucky
$243K – – –
CFP
694
Cypress Financial Planning
New Jersey
$243K +$1.48K +33 +0.6%
BWM
695
Bernard Wealth Management
Michigan
$241K – – –
OSAM
696
O'Shaughnessy Asset Management
Connecticut
$240K +$57K +1,272 +33%
WIC
697
Whitegate Investment Counselors
New Hampshire
$239K – – –
AR
698
Apeiron RIA
Texas
$238K +$8.7K +194 +4%
RMF
699
Red Mountain Financial
Colorado
$238K +$673 +15 +0.3%
VCP
700
Verus Capital Partners
Arizona
$233K -$733K -16,355 -77%
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