SPSM icon

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

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
676
BLB&B Advisors
Pennsylvania
$339K -$28.5K -575 -8%
CSIC
677
Clifford Swan Investment Counsel
California
$339K – – –
FFA
678
Founders Financial Alliance
North Carolina
$338K +$14.6K +294 +4%
KF
679
Ketron Financial
California
$338K -$495 -10 -0.1%
IFPG
680
Intrepid Financial Planning Group
Indiana
$337K -$644 -13 -0.2%
RFS
681
Retirement Financial Solutions
Tennessee
$336K +$1.14K +23 +0.3%
PFG
682
PAX Financial Group
Texas
$336K -$18K -364 -5%
OC
683
Optima Capital
Oregon
$336K +$1.09K +22 +0.3%
WAG
684
Wallace Advisory Group
California
$335K -$35.4K -715 -9%
KP
685
Keel Point
Alabama
$334K -$52.6K -1,063 -13%
IF
686
Integrity Financial
Wyoming
$334K -$32K -647 -9%
RWPA
687
Richard W. Paul & Associates
Michigan
$334K -$46K -929 -12%
MGIA
688
Moneta Group Investment Advisors
Missouri
$331K +$42.7K +863 +14%
HFS
689
Hopwood Financial Services
Virginia
$330K -$19K -384 -5%
YIA
690
YHB Investment Advisors
Connecticut
$329K +$92.8K +1,875 +38%
CA
691
Clune & Associates
Illinois
$329K -$990 -20 -0.3%
JCA
692
January Capital Advisors
California
$329K +$337K +6,803 New
AFG
693
Atomi Financial Group
New York
$328K -$27.7K -560 -8%
SOS
694
Silver Oak Securities
Tennessee
$327K -$27K -545 -7%
TFP
695
Tilia Fiduciary Partners
North Carolina
$327K +$6.78K +137 +2%
FDDB
696
Fidelity D&D Bancorp
Pennsylvania
$326K +$11.8K +239 +4%
PWP
697
Precedent Wealth Partners
Texas
$325K -$72.2K -1,459 -18%
FPAS
698
Focus Partners Advisor Solutions
Missouri
$325K +$36.8K +743 +12%
AR
699
Apeiron RIA
Texas
$324K +$49.7K +1,005 +18%
SIC
700
Salem Investment Counselors
North Carolina
$322K – – –
26 27
28
29 30