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

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
726
Phillips Financial Management
Indiana
$123K +$5.84K +133 +5%
WT
727
Whittier Trust
California
$123K -$14.3K -325 -11%
CWM
728
Cedar Wealth Management
California
$120K -$3.29K -75 -3%
SAM
729
S.A. Mason
Michigan
$114K +$2.11K +48 +2%
WBC
730
West Branch Capital
Massachusetts
$107K – – –
QCG
731
Quadrant Capital Group
Ohio
$103K – – –
NCM
732
Northwest Capital Management
Oregon
$103K +$6.59K +150 +7%
VWWMG
733
Vermillion & White Wealth Management Group
Pennsylvania
$103K – – –
PP
734
PrairieView Partners
Minnesota
$102K -$4.92K -112 -5%
DWM
735
Dogwood Wealth Management
Kansas
$101K +$10.9K +248 +13%
GWANC
736
Guardian Wealth Advisors (North Carolina)
North Carolina
$99.9K +$88 +2 +0.1%
SMA
737
Sage Mountain Advisors
Georgia
$99.5K – – –
CJ
738
Caitlin John
Michigan
$91.6K +$9.62K +219 +13%
WT
739
Washington Trust
Rhode Island
$88.2K -$68.4K -1,556 -45%
SWM
740
Spire Wealth Management
Virginia
$87.7K -$6.28K -143 -7%
FAM
741
Flaharty Asset Management
Florida
$83.6K +$80.7K +1,836 New
ST
742
Smithfield Trust
Pennsylvania
$78K – – –
JWA
743
JFS Wealth Advisors
Pennsylvania
$73.5K +$88 +2 +0.1%
KSWA
744
Kathleen S. Wright Associates
Pennsylvania
$71.3K – – –
BCWM
745
Bartlett & Co Wealth Management
Ohio
$70.2K – – –
SL
746
Salomon & Ludwin
Virginia
$69.4K – – –
CPA
747
Clear Point Advisors
New York
$69.1K – – –
GI
748
GAMMA Investing
California
$68.2K – – –
CAL
749
Capital Advisors Ltd
Ohio
$67K – – –
HWA
750
HHM Wealth Advisors
Tennessee
$66.7K – – –
28 29
30
31 32