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

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
726
Marion Wealth Management
Pennsylvania
$208K +$202K +4,494 New
CV
727
Counterweight Ventures
North Carolina
$208K +$201K +4,489 New
PVI
728
Pine Valley Investments
New Jersey
$207K +$200K +4,470 New
GA
729
GSG Advisors
New Jersey
$207K +$199K +4,448 New
AIP
730
Ameritas Investment Partners
Nebraska
$206K +$314 +7 +0.2%
MYIA
731
Mount Yale Investment Advisors
Colorado
$206K -$153K -3,411 -43%
FWM
732
Forza Wealth Management
Florida
$206K +$199K +4,449 New
PWM
733
Power Wealth Management
Georgia
$206K +$199K +4,438 New
LSA
734
Lion Street Advisors
Texas
$203K +$207K +4,619 New
IBOK
735
Independence Bank of Kentucky
Kentucky
$196K – – –
TPCW
736
TD Private Client Wealth
New York
$184K -$7K -156 -4%
GEA
737
Glen Eagle Advisors
New Jersey
$179K +$2.69K +60 +2%
S
738
Sachetta
Massachusetts
$168K – – –
TH
739
TCTC Holdings
Texas
$163K – – –
GF
740
GGM Financials
Ohio
$157K +$152K +3,400 New
HWA
741
Heartwood Wealth Advisors
Virginia
$156K +$151K +3,373 New
PPC
742
Park Place Capital
Alabama
$155K +$58K +1,294 +63%
NEWAS
743
N.E.W. Advisory Services
Wisconsin
$150K +$1.93K +43 +1%
AIM
744
Arcadia Investment Management
Michigan
$146K – – –
NFSG
745
Newbridge Financial Services Group
Florida
$144K – – –
MAFA
746
MJT & Associates Financial Advisory
Minnesota
$136K -$44.4K -991 -25%
PAG
747
Paladin Advisory Group
Iowa
$134K – – –
SAM
748
S.A. Mason
Michigan
$134K +$15.3K +341 +13%
SGK
749
Steigerwald Gordon & Koch
Virginia
$126K +$122K +2,720 New
FDCP
750
Foster Dykema Cabot & Partners
Massachusetts
$125K +$121K +2,700 New
28 29
30
31 32