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

Name Holding Trade Value Shares
Change 		Change in
Stake
DWAM
701
Duncan Williams Asset Management
Tennessee
$230K +$248K +5,637 New
RCAG
702
Rehmann Capital Advisory Group
Michigan
$229K +$4.71K +107 +2%
CI
703
CX Institutional
Indiana
$227K +$245K +5,558 New
IF
704
Intrua Financial
Texas
$226K -$15.2K -346 -6%
ORG
705
Optimist Retirement Group
Washington
$226K +$176 +4 +0.1%
SCM
706
Shapiro Capital Management
Georgia
$224K -$683K -15,500 -74%
NWMG
707
National Wealth Management Group
Ohio
$224K -$3.79K -86 -2%
HSG
708
Helen Stephens Group
Texas
$221K +$1.63K +37 +0.7%
IF
709
Ironwood Financial
Arizona
$220K +$11.2K +255 +5%
NS
710
NBC Securities
Alabama
$219K +$237K +5,379 +107,580%
SEA
711
Stegent Equity Advisors
Texas
$219K -$2.11K -48 -0.9%
MW
712
Maia Wealth
Colorado
$219K +$39.4K +895 +18%
FF
713
Fox Financial
Pennsylvania
$218K -$54.8K -1,245 -19%
MGIA
714
Moneta Group Investment Advisors
Missouri
$217K +$234K +5,317 New
PFA
715
Professional Financial Advisors
Nebraska
$217K -$2.07K -47 -0.9%
RBFC
716
Roman Butler Fullerton & Co
Missouri
$216K -$232K -5,258 -48%
TAM
717
Townsend Asset Management
North Carolina
$216K +$44 +1 +0%
WIC
718
Whitegate Investment Counselors
New Hampshire
$214K -$195K -4,430 -46%
BWM
719
Bernard Wealth Management
Michigan
$212K – – –
SG
720
Stanich Group
New York
$212K -$31.9K -724 -12%
FHC
721
First Heartland Consultants
Missouri
$209K -$85.3K -1,937 -27%
IWM
722
Iams Wealth Management
Nebraska
$208K -$246K -5,580 -52%
RMF
723
Red Mountain Financial
Colorado
$208K +$573 +13 +0.3%
BWMG
724
Barnes Wealth Management Group
California
$207K -$442K -10,030 -66%
GT
725
Glenview Trust
Kentucky
$204K +$17.8K +404 +9%
27 28
29
30 31