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

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
701
Carr Financial Group
Massachusetts
$320K -$21.5K -434 -6%
VPWA
702
Vestia Personal Wealth Advisors
Indiana
$319K +$5.2K +105 +2%
PA
703
Paragon Advisors
Texas
$318K +$326K +6,580 New
BFA
704
Bridgelight Financial Advisors
Connecticut
$318K +$594 +12 +0.2%
JFG
705
JDM Financial Group
Texas
$316K +$50 +1 +0%
WIC
706
Woodmont Investment Counsel
Tennessee
$315K – – –
EV
707
EJMK Ventures
Illinois
$313K -$5.25K -106 -2%
PWA
708
PCG Wealth Advisors
Kansas
$311K +$9.9K +200 +3%
SWM
709
Sherman Wealth Management
Maryland
$309K +$2.52K +51 +0.8%
UWM
710
USAdvisors Wealth Management
Minnesota
$305K -$6.98K -141 -2%
AWMI
711
Aegis Wealth Management (Iowa)
Iowa
$304K +$47.7K +963 +18%
WANY
712
Wealthspire Advisors (New York)
New York
$302K +$38.6K +779 +14%
DE
713
Diversified Enterprises
Delaware
$299K – – –
MWM
714
MBE Wealth Management
Wisconsin
$299K -$15.2K -307 -5%
KWM
715
Keebeck Wealth Management
Illinois
$298K – – –
PAS
716
PKS Advisory Services
New York
$298K – – –
AWM
717
Adams Wealth Management
Utah
$296K – – –
CI
718
CacheTech Inc
Utah
$296K – – –
EA
719
Eclectic Associates
California
$294K +$65.9K +1,331 +28%
AWA
720
Acorn Wealth Advisors
Michigan
$294K +$20.2K +409 +7%
TCM
721
Triumph Capital Management
Colorado
$294K -$46.6K -942 -13%
PAW
722
Plan A Wealth
Nebraska
$293K -$80.9K -1,635 -21%
SFC
723
Strategic Financial Concepts
Texas
$290K +$14.7K +297 +5%
NCM
724
Noesis Capital Mangement
Florida
$290K – – –
SPA
725
Sentinel Pension Advisors
Massachusetts
$290K +$1.04K +21 +0.4%
27 28
29
30 31