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

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
676
Salem Investment Counselors
North Carolina
$312K – – –
HPA
677
High Probability Advisors
New York
$312K +$32.1K +689 +12%
BCM
678
Brookstone Capital Management
Illinois
$311K -$121K -2,584 -28%
UWM
679
USAdvisors Wealth Management
Minnesota
$311K +$3.45K +74 +1%
TFP
680
Tilia Fiduciary Partners
North Carolina
$311K +$309K +6,629 New
EV
681
EJMK Ventures
Illinois
$309K +$307K +6,586 New
BFA
682
Bridgelight Financial Advisors
Connecticut
$308K +$306K +6,563 New
JFG
683
JDM Financial Group
Texas
$306K -$5.97K -128 -2%
FDDB
684
Fidelity D&D Bancorp
Pennsylvania
$305K – – –
DWAM
685
Duncan Williams Asset Management
Tennessee
$305K -$17K -364 -6%
WIC
686
Woodmont Investment Counsel
Tennessee
$305K -$53.5K -1,147 -15%
EF
687
Empowered Funds
Pennsylvania
$305K +$303K +6,506 New
MWM
688
MBE Wealth Management
Wisconsin
$304K -$1.12K -24 -0.4%
OSAM
689
O'Shaughnessy Asset Management
Connecticut
$301K +$58.7K +1,259 +24%
SWM
690
Sherman Wealth Management
Maryland
$298K +$296K +6,352 New
OBWG
691
Onyx Bridge Wealth Group
New York
$297K -$32.2K -691 -10%
MBI
692
May Barnhard Investments
Maryland
$296K +$746 +16 +0.3%
SA
693
Sovran Advisors
California
$293K -$69.3K -1,485 -20%
AIM
694
Acropolis Investment Management
Missouri
$293K – – –
PWA
695
PCG Wealth Advisors
Kansas
$292K +$291K +6,230 New
STA
696
Summit Trail Advisors
New York
$291K -$73.2K -1,570 -20%
DE
697
Diversified Enterprises
Delaware
$290K – – –
KWM
698
Keebeck Wealth Management
Illinois
$289K – – –
ATC
699
Argent Trust Co
Tennessee
$289K +$12.5K +269 +5%
PAS
700
PKS Advisory Services
New York
$289K +$287K +6,159 New
26 27
28
29 30