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

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
701
Ancora Advisors
Ohio
$37.5K – – –
BTI
702
Blue Trust Inc
Georgia
$36K +$36.7K +975 +97,500%
CB
703
Community Bank
New York
$35.3K – – –
MA
704
MCF Advisors
Kentucky
$34.8K +$31.1K +825 New
PA
705
Parallel Advisors
California
$33.5K -$7.27K -193 -20%
AP
706
Atwood & Palmer
Missouri
$32.8K -$31.4K -833 -52%
MA
707
Montag & Associates
Georgia
$31.8K – – –
CA
708
Clearstead Advisors
Ohio
$31K – – –
CSC
709
Caldwell Sutter Capital
California
$29K – – –
FWA
710
FSC Wealth Advisors
New York
$28.6K +$188 +5 +0.7%
WIM
711
Westside Investment Management
California
$28.6K -$9.76K -259 -28%
RIL
712
Rothschild Investment LLC
Illinois
$28.3K +$25.3K +672 New
SAM
713
Smartleaf Asset Management
Massachusetts
$26.8K +$23.6K +627 New
EWM
714
EPG Wealth Management
Georgia
$25.9K – – –
LOIP
715
Live Oak Investment Partners
Texas
$25.8K – – –
MRCM
716
M&R Capital Management
New Jersey
$25.4K +$5.95K +158 +36%
EWP
717
Elevation Wealth Partners
California
$24.7K +$25.2K +670 New
RWM
718
Raffa Wealth Management
District of Columbia
$23.8K +$151 +4 +0.7%
BC
719
Barrett & Company
Rhode Island
$23.7K – – –
OP
720
ORG Partners
Indiana
$23.5K +$11.5K +305 +121%
CPG
721
Cornerstone Planning Group
New Jersey
$23.2K -$4.37K -116 -17%
CIA
722
Cape Investment Advisory
Georgia
$22.9K -$3.92K -104 -16%
CFFP
723
Center for Financial Planning
Michigan
$21.1K – – –
JGIA
724
Jackson Grant Investment Advisers
Connecticut
$20.7K +$113 +3 +0.6%
FFA
725
Frazier Financial Advisors
Ohio
$17.1K +$15.3K +405 New
27 28
29
30 31