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

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
751
Horizon Investments
North Carolina
$123K +$112K +2,542 +534%
BA
752
Ballast Advisors
Minnesota
$120K -$4.58K -104 -3%
LC
753
Lavaca Capital
Texas
$115K -$25.9K -587 -17%
HBW
754
Hazlett, Burt & Watson
West Virginia
$113K -$18K -409 -13%
SWP
755
SIMA Wealth Partners
Virginia
$113K – – –
QCG
756
Quadrant Capital Group
Ohio
$109K +$17.2K +390 +17%
CCM
757
Coldstream Capital Management
Washington
$104K +$113K +2,562 New
SAM
758
S.A. Mason
Michigan
$104K +$3.26K +74 +3%
FNWM
759
Financial Network Wealth Management
Utah
$104K +$113K +2,566 New
PFM
760
Phillips Financial Management
Indiana
$101K -$9.73K -221 -8%
SW
761
SVB Wealth
Massachusetts
$97.8K -$112K -2,551 -52%
SMA
762
Sage Mountain Advisors
Georgia
$97K – – –
MWA
763
Medallion Wealth Advisors
Connecticut
$96.3K +$4.27K +97 +4%
DWM
764
Dogwood Wealth Management
Kansas
$95.9K -$3.7K -84 -3%
WT
765
Whittier Trust
California
$94.9K – – –
GWANC
766
Guardian Wealth Advisors (North Carolina)
North Carolina
$91.4K +$1.15K +26 +1%
AWM
767
Abound Wealth Management
Tennessee
$85.8K +$92.7K +2,105 New
SWM
768
Spire Wealth Management
Virginia
$83.9K +$5.86K +133 +7%
SFGP
769
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$75.1K -$1.4M -31,799 -95%
FAM
770
Flaharty Asset Management
Florida
$74.8K +$80.9K +1,836 New
OCM
771
Orion Capital Management
California
$73K -$21.5K -488 -21%
ST
772
Smithfield Trust
Pennsylvania
$70K – – –
CIA
773
Cape Investment Advisory
Georgia
$65.5K +$36.3K +825 +105%
BCWM
774
Bartlett & Co Wealth Management
Ohio
$62.9K – – –
KSWA
775
Kathleen S. Wright Associates
Pennsylvania
$62.4K -$1.59K -36 -2%
29 30
31
32 33