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

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
726
Moisand Fitzgerald Tamayo
Florida
$199K -$5.81K -144 -3%
AIP
727
Ameritas Investment Partners
Nebraska
$190K -$887 -22 -0.5%
LC
728
Lavaca Capital
Texas
$183K +$59.5K +1,476 +52%
IBOK
729
Independence Bank of Kentucky
Kentucky
$180K – – –
TPCW
730
TD Private Client Wealth
New York
$176K +$14.2K +351 +9%
MAFA
731
MJT & Associates Financial Advisory
Minnesota
$167K – – –
OSAM
732
O'Shaughnessy Asset Management
Connecticut
$166K +$25.7K +637 +20%
GEA
733
Glen Eagle Advisors
New Jersey
$162K -$258K -6,393 -63%
TPW
734
Talon Private Wealth
Florida
$159K -$77.5K -1,923 -34%
S
735
Sachetta
Massachusetts
$154K +$242 +6 +0.2%
TH
736
TCTC Holdings
Texas
$150K +$97.8K +2,425 +223%
NEWAS
737
N.E.W. Advisory Services
Wisconsin
$136K -$275K -6,812 -68%
AIM
738
Arcadia Investment Management
Michigan
$134K -$17K -422 -12%
NFSG
739
Newbridge Financial Services Group
Florida
$133K – – –
HI
740
Horizon Investments
North Carolina
$132K +$3.1K +77 +3%
PAG
741
Paladin Advisory Group
Iowa
$123K -$276K -6,846 -70%
BA
742
Ballast Advisors
Minnesota
$119K -$5.81K -144 -5%
SAM
743
S.A. Mason
Michigan
$108K -$766 -19 -0.7%
PFM
744
Phillips Financial Management
Indiana
$106K – – –
SWP
745
SIMA Wealth Partners
Virginia
$104K -$13K -323 -12%
CIA
746
Cape Investment Advisory
Georgia
$103K +$32.6K +809 +50%
HBW
747
Hazlett, Burt & Watson
West Virginia
$100K -$15K -371 -13%
WT
748
Whittier Trust
California
$99.2K – – –
DWM
749
Dogwood Wealth Management
Kansas
$96K -$6.33K -157 -7%
GWANC
750
Guardian Wealth Advisors (North Carolina)
North Carolina
$95.6K +$161 +4 +0.2%
28 29
30
31 32