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

Name Holding Trade Value Shares
Change 		Change in
Stake
SEA
726
Stegent Equity Advisors
Texas
$243K – – –
CAAS
727
Capital Asset Advisory Services
Michigan
$242K -$1.35K -29 -0.5%
HSG
728
Helen Stephens Group
Texas
$242K -$3.54K -76 -1%
PFA
729
Professional Financial Advisors
Nebraska
$241K +$279 +6 +0.1%
HPA
730
High Probability Advisors
New York
$240K +$23.7K +509 +11%
TAM
731
Townsend Asset Management
North Carolina
$238K -$9.91K -213 -4%
BWM
732
Bernard Wealth Management
Michigan
$234K +$242K +5,202 New
TW
733
TrinityPoint Wealth
Connecticut
$233K -$49.8K -1,070 -17%
RWM
734
Ritholtz Wealth Management
New York
$232K -$37K -795 -13%
IF
735
Ironwood Financial
Arizona
$231K +$239K +5,144 New
CIAS
736
Capital Investment Advisory Services
North Carolina
$230K – – –
RMF
737
Red Mountain Financial
Colorado
$229K -$10K -215 -4%
CPRC
738
Consolidated Portfolio Review Corp
New York
$228K +$236K +5,082 New
MW
739
Maia Wealth
Colorado
$228K +$3.21K +69 +1%
MFT
740
Moisand Fitzgerald Tamayo
Florida
$228K -$18.3K -394 -7%
EFG
741
Elios Financial Group
Ohio
$227K -$49.4K -1,062 -17%
LSA
742
Lion Street Advisors
Texas
$225K +$18.4K +396 +9%
SW
743
Simplicity Wealth
New Jersey
$223K +$231K +4,961 New
SW
744
SVB Wealth
Massachusetts
$222K +$230K +4,950 New
WAG
745
Wallace Advisory Group
California
$222K -$13K -280 -5%
MCWS
746
McKinley Carter Wealth Services
West Virginia
$221K -$58K -1,247 -20%
GWAM
747
Guardian Wealth Advisors (Minnesota)
Minnesota
$221K – – –
CF
748
Convergence Financial
Missouri
$221K -$137K -2,945 -37%
SBIA
749
Sheaff Brock Investment Advisors
Indiana
$219K +$465 +10 +0.2%
AFAS
750
Acorn Financial Advisory Services
Virginia
$218K -$15.5K -333 -6%
28 29
30
31 32