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

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
701
Narus Financial Partners
Utah
$386K -$35.6K -666 -9%
PFG
702
PAX Financial Group
Texas
$385K -$14.6K -273 -4%
SIC
703
Salem Investment Counselors
North Carolina
$385K – – –
WIM
704
WealthPlan Investment Management
Nebraska
$384K -$104K -1,945 -23%
VPWA
705
Vestia Personal Wealth Advisors
Indiana
$379K -$1.23K -23 -0.3%
BFA
706
Bridgelight Financial Advisors
Connecticut
$379K -$427 -8 -0.1%
WIC
707
Woodmont Investment Counsel
Tennessee
$376K – – –
EV
708
EJMK Ventures
Illinois
$374K – – –
SWM
709
Sherman Wealth Management
Maryland
$371K +$1.28K +24 +0.4%
UWM
710
USAdvisors Wealth Management
Minnesota
$367K -$7.32K -137 -2%
PWP
711
Precedent Wealth Partners
Texas
$365K -$21.1K -396 -6%
BWP
712
Burling Wealth Partners
Illinois
$362K +$49.8K +932 +17%
RMF
713
Red Mountain Financial
Colorado
$362K +$36.2K +678 +12%
DE
714
Diversified Enterprises
Delaware
$356K -$1.18K -22 -0.4%
KWM
715
Keebeck Wealth Management
Illinois
$356K – – –
JFG
716
JDM Financial Group
Texas
$353K -$21.8K -408 -6%
BBA
717
BLB&B Advisors
Pennsylvania
$349K -$51.6K -967 -14%
NCM
718
Noesis Capital Mangement
Florida
$346K – – –
BDPWM
719
Barnes Dennig Private Wealth Management
Ohio
$345K +$120K +2,252 +60%
LC
720
Lavaca Capital
Texas
$344K +$57.2K +1,071 +22%
EA
721
Eclectic Associates
California
$344K -$6.67K -125 -2%
HIP
722
HUB Investment Partners
Texas
$341K +$1.23K +23 +0.4%
FIA
723
Foundations Investment Advisors
Arizona
$338K -$1.01M -18,952 -76%
SC
724
Sapient Capital
Indiana
$336K – – –
MWM
725
MBE Wealth Management
Wisconsin
$333K -$21.4K -401 -6%
27 28
29
30 31