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

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
701
Professional Financial Advisors
Nebraska
$224K -$1.94K -48 -0.9%
MGIA
702
Moneta Group Investment Advisors
Missouri
$224K -$2.1K -52 -1%
W
703
Wealthquest
Ohio
$224K -$1.5M -37,100 -88%
SYBT
704
Stock Yards Bank & Trust
Kentucky
$224K +$212K +5,255 New
CFP
705
Cypress Financial Planning
New Jersey
$222K +$210K +5,212 New
BWM
706
Bernard Wealth Management
Michigan
$222K – – –
IF
707
Ironwood Financial
Arizona
$220K – – –
WIC
708
Whitegate Investment Counselors
New Hampshire
$220K -$4.15K -103 -2%
RMF
709
Red Mountain Financial
Colorado
$218K +$645 +16 +0.3%
CAAS
710
Capital Asset Advisory Services
Michigan
$218K +$203K +5,040 New
CFD
711
Creative Financial Designs
Indiana
$215K +$16.7K +415 +9%
AR
712
Apeiron RIA
Texas
$215K +$204K +5,052 New
ECM
713
Evergreen Capital Management
Washington
$214K +$202K +5,016 New
DWT
714
Dorsey & Whitney Trust
South Dakota
$212K +$201K +4,981 New
GWAM
715
Guardian Wealth Advisors (Minnesota)
Minnesota
$210K – – –
EFG
716
Elios Financial Group
Ohio
$209K -$3.02K -75 -2%
LJAC
717
L.J. Altfest & Co
New York
$209K -$146K -3,618 -42%
AMCA
718
Arthur M. Cohen & Associates
Illinois
$207K +$196K +4,861 New
SG
719
Stanich Group
New York
$207K -$20.3K -503 -10%
SFG
720
Snider Financial Group
Washington
$204K +$193K +4,779 New
HFA
721
High Falls Advisors
New York
$204K +$193K +4,779 New
AT
722
Arlington Trust
Alabama
$202K – – –
TWM
723
Trinity Wealth Management
Pennsylvania
$202K -$567K -14,054 -75%
CIAS
724
Capital Investment Advisory Services
North Carolina
$201K +$11.3K +280 +6%
MCWS
725
McKinley Carter Wealth Services
West Virginia
$200K +$189K +4,695 New
27 28
29
30 31