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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
751
Mascagni Wealth Management
Mississippi
$308K +$2.72K +51 +1%
HAS
752
HBW Advisory Services
California
$308K +$53.7K +1,006 +23%
SWGC
753
Summit Wealth Group (Colorado)
Colorado
$308K – – –
CWM
754
Cranbrook Wealth Management
Michigan
$307K +$53 +1 +0%
NEWAS
755
N.E.W. Advisory Services
Wisconsin
$304K +$2.88K +54 +1%
NWMG
756
National Wealth Management Group
Ohio
$302K -$21.9K -411 -7%
FSAG
757
Financial Solutions Advisory Group
Illinois
$302K – – –
DWAM
758
Duncan Williams Asset Management
Tennessee
$301K – – –
BWM
759
Bernard Wealth Management
Michigan
$300K – – –
CAAS
760
Capital Asset Advisory Services
Michigan
$299K +$73.7K +1,380 +36%
TWM
761
Trinity Wealth Management
Pennsylvania
$298K -$4.54K -85 -2%
WIC
762
Whitegate Investment Counselors
New Hampshire
$297K – – –
MBI
763
May Barnhard Investments
Maryland
$296K -$5.98K -112 -2%
IF
764
Ironwood Financial
Arizona
$296K -$8.12K -152 -3%
MAMG
765
Milestone Asset Management Group
Connecticut
$294K -$35.9K -672 -12%
SPA
766
Sentinel Pension Advisors
Massachusetts
$294K -$43.9K -822 -14%
RBFC
767
Roman Butler Fullerton & Co
Missouri
$292K +$854 +16 +0.3%
KF
768
Ketron Financial
California
$290K -$105K -1,963 -28%
MLRA
769
Main Line Retirement Advisors
Montana
$289K +$534 +10 +0.2%
DWT
770
Dorsey & Whitney Trust
South Dakota
$287K – – –
BFA
771
Beaumont Financial Advisors
Massachusetts
$286K -$35.5K -665 -12%
IF
772
Integrity Financial
Wyoming
$285K -$105K -1,969 -28%
AMCA
773
Arthur M. Cohen & Associates
Illinois
$285K +$961 +18 +0.4%
SPC
774
Sigma Planning Corp
Michigan
$284K +$33.7K +631 +15%
TAM
775
Townsend Asset Management
North Carolina
$282K – – –
29 30
31
32 33