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

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
676
Clifford Swan Investment Counsel
California
$339K – – –
FFA
677
Founders Financial Alliance
North Carolina
$338K +$14.6K +294 +4%
KF
678
Ketron Financial
California
$338K -$495 -10 -0.1%
IFPG
679
Intrepid Financial Planning Group
Indiana
$337K -$644 -13 -0.2%
RFS
680
Retirement Financial Solutions
Tennessee
$336K +$1.14K +23 +0.3%
PFG
681
PAX Financial Group
Texas
$336K -$18K -364 -5%
OC
682
Optima Capital
Oregon
$336K +$1.09K +22 +0.3%
WAG
683
Wallace Advisory Group
California
$335K -$35.4K -715 -9%
KP
684
Keel Point
Alabama
$334K -$52.6K -1,063 -13%
IF
685
Integrity Financial
Wyoming
$334K -$32K -647 -9%
RWPA
686
Richard W. Paul & Associates
Michigan
$334K -$46K -929 -12%
MGIA
687
Moneta Group Investment Advisors
Missouri
$331K +$42.7K +863 +14%
HFS
688
Hopwood Financial Services
Virginia
$330K -$19K -384 -5%
YIA
689
YHB Investment Advisors
Connecticut
$329K +$92.8K +1,875 +38%
CA
690
Clune & Associates
Illinois
$329K -$990 -20 -0.3%
JCA
691
January Capital Advisors
California
$329K +$337K +6,803 New
AFG
692
Atomi Financial Group
New York
$328K -$27.7K -560 -8%
SOS
693
Silver Oak Securities
Tennessee
$327K -$27K -545 -7%
TFP
694
Tilia Fiduciary Partners
North Carolina
$327K +$6.78K +137 +2%
FDDB
695
Fidelity D&D Bancorp
Pennsylvania
$326K +$11.8K +239 +4%
PWP
696
Precedent Wealth Partners
Texas
$325K -$72.2K -1,459 -18%
FPAS
697
Focus Partners Advisor Solutions
Missouri
$325K +$36.8K +743 +12%
AR
698
Apeiron RIA
Texas
$324K +$49.7K +1,005 +18%
SIC
699
Salem Investment Counselors
North Carolina
$322K – – –
HPA
700
High Probability Advisors
New York
$322K -$99 -2 -0%
26 27
28
29 30