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

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
751
Medallion Wealth Advisors
Connecticut
$93.7K -$7.06K -175 -7%
AWM
752
Abound Wealth Management
Tennessee
$89.7K – – –
PPC
753
Park Place Capital
Alabama
$88.9K +$82.9K +2,055 New
EWM
754
Evolution Wealth Management
Florida
$79.9K +$75.6K +1,875 New
SMA
755
Sage Mountain Advisors
Georgia
$77.6K -$22.5K -559 -23%
SWM
756
Spire Wealth Management
Virginia
$77.3K -$9.88K -245 -12%
OCM
757
Orion Capital Management
California
$76.3K – – –
SIS
758
Sound Income Strategies
Florida
$74.2K -$798K -19,785 -92%
AA
759
Ancora Advisors
Ohio
$72.9K +$20K +497 +41%
IAS
760
IMA Advisory Services
Colorado
$72.2K -$798K -19,798 -92%
ST
761
Smithfield Trust
Pennsylvania
$72K – – –
PP
762
PrairieView Partners
Minnesota
$67K +$3.39K +84 +6%
BCWM
763
Bartlett & Co Wealth Management
Ohio
$65.7K – – –
KSWA
764
Kathleen S. Wright Associates
Pennsylvania
$65.2K – – –
HWA
765
HHM Wealth Advisors
Tennessee
$65K +$887 +22 +1%
TSMHT
766
Thurston Springer Miller Herd & Titak
Indiana
$64.6K +$32.1K +796 +110%
GI
767
GAMMA Investing
California
$63.8K – – –
CAL
768
Capital Advisors Ltd
Ohio
$63K – – –
AP
769
Atwood & Palmer
Missouri
$59K – – –
JWA
770
JFS Wealth Advisors
Pennsylvania
$57.7K +$3.35K +83 +7%
ANBT
771
American National Bank & Trust
Texas
$57.1K +$242 +6 +0.4%
PWAM
772
Private Wealth Asset Management
Iowa
$56K +$53K +1,315 New
PP
773
Pacifica Partners
Canada
$51.4K +$48.6K +1,204 New
NCM
774
Northwest Capital Management
Oregon
$51.2K -$193K -4,781 -80%
AUB
775
Atlantic Union Bankshares
Virginia
$50.9K +$48.1K +1,193 New
29 30
31
32 33