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

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
726
Brio Consultants
California
$288K -$14.6K -294 -5%
CA
727
Continuum Advisory
Idaho
$285K +$12.9K +261 +5%
HIP
728
HUB Investment Partners
Texas
$285K +$291K +5,888 New
STA
729
Summit Trail Advisors
New York
$283K -$17.1K -345 -6%
ATC
730
Argent Trust Co
Tennessee
$283K -$15.4K -312 -5%
SC
731
Sapient Capital
Indiana
$282K – – –
Q1WB
732
Quest 10 Wealth Builders
Virginia
$280K -$743 -15 -0.3%
MAMG
733
Milestone Asset Management Group
Connecticut
$279K +$99 +2 +0%
PC
734
PCB Capital
New Jersey
$279K +$26.5K +536 +10%
AIM
735
Acropolis Investment Management
Missouri
$277K -$25.5K -516 -8%
RPA
736
Rock Point Advisors
Vermont
$277K +$35.2K +712 +14%
AFTS
737
American Financial & Tax Strategies
New York
$277K -$941 -19 -0.3%
PSB
738
Piscataqua Savings Bank
New Hampshire
$274K -$64.4K -1,300 -19%
RCAG
739
Rehmann Capital Advisory Group
Michigan
$274K -$1.04K -21 -0.4%
NWMG
740
National Wealth Management Group
Ohio
$273K +$5.89K +119 +2%
BFA
741
Beaumont Financial Advisors
Massachusetts
$272K +$16.2K +327 +6%
BCM
742
Brookstone Capital Management
Illinois
$271K -$50.9K -1,028 -15%
RMF
743
Red Mountain Financial
Colorado
$270K +$693 +14 +0.3%
ORG
744
Optimist Retirement Group
Washington
$269K +$198 +4 +0.1%
MSFS
745
Main Street Financial Solutions
Pennsylvania
$268K +$12.6K +254 +5%
HSG
746
Helen Stephens Group
Texas
$266K +$941 +19 +0.3%
UAG
747
United Advisor Group
Ohio
$264K -$21K -425 -7%
TFGT
748
TS Financial Group (TSFG)
Illinois
$263K +$198 +4 +0.1%
SA
749
Sovran Advisors
California
$262K -$46.1K -931 -16%
IF
750
Ironwood Financial
Arizona
$261K – – –
28 29
30
31 32