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

Name Holding Trade Value Shares
Change 		Change in
Stake
ORG
726
Optimist Retirement Group
Washington
$260K +$233 +5 +0.1%
NWMG
727
National Wealth Management Group
Ohio
$259K +$933 +20 +0.4%
PA
728
PSI Advisors
Florida
$258K +$513 +11 +0.2%
MCM
729
MidAtlantic Capital Management
Virginia
$258K – – –
HSG
730
Helen Stephens Group
Texas
$257K +$933 +20 +0.4%
WANY
731
Wealthspire Advisors (New York)
New York
$256K +$7.93K +170 +3%
TFGT
732
TS Financial Group (TSFG)
Illinois
$255K -$12.9K -277 -5%
KFAS
733
Keating Financial Advisory Services
Kansas
$253K +$252K +5,402 New
SEA
734
Stegent Equity Advisors
Texas
$252K – – –
SWGC
735
Summit Wealth Group (Colorado)
Colorado
$250K +$249K +5,336 New
CWM
736
Cranbrook Wealth Management
Michigan
$249K -$11.1K -239 -4%
AWMI
737
Aegis Wealth Management (Iowa)
Iowa
$249K +$248K +5,320 New
BFA
738
Beaumont Financial Advisors
Massachusetts
$248K -$4.29K -92 -2%
TAM
739
Townsend Asset Management
North Carolina
$248K +$93 +2 +0%
AC
740
AIFG Consultants
New York
$248K -$44K -944 -15%
MSFS
741
Main Street Financial Solutions
Pennsylvania
$248K +$247K +5,287 New
SYBT
742
Stock Yards Bank & Trust
Kentucky
$246K – – –
TVM
743
True Vision MN
Minnesota
$246K -$23.8K -510 -9%
PC
744
PCB Capital
New Jersey
$245K +$244K +5,228 New
BWM
745
Bernard Wealth Management
Michigan
$244K – – –
TWM
746
Trinity Wealth Management
Pennsylvania
$244K +$22.2K +475 +10%
CFP
747
Cypress Financial Planning
New Jersey
$243K -$5.88K -126 -2%
WIC
748
Whitegate Investment Counselors
New Hampshire
$242K – – –
PWS
749
Precision Wealth Strategies
Missouri
$238K -$227K -4,870 -49%
VCP
750
Verus Capital Partners
Arizona
$236K +$1.12K +24 +0.5%
28 29
30
31 32