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

Name Holding Trade Value Shares
Change 		Change in
Stake
JGCM
751
Joseph Group Capital Management
Ohio
$125K +$111K +2,472 +1,089%
DWM
752
Dogwood Wealth Management
Kansas
$121K +$18.8K +420 +19%
PFM
753
Phillips Financial Management
Indiana
$115K – – –
SWP
754
SIMA Wealth Partners
Virginia
$113K – – –
HBW
755
Hazlett, Burt & Watson
West Virginia
$112K -$90 -2 -0.1%
WT
756
Whittier Trust
California
$109K -$224 -5 -0.2%
BA
757
Ballast Advisors
Minnesota
$109K -$20.4K -456 -16%
HI
758
Horizon Investments
North Carolina
$107K -$34.8K -777 -25%
CIA
759
Cape Investment Advisory
Georgia
$107K -$5.02K -112 -5%
MWA
760
Medallion Wealth Advisors
Connecticut
$102K +$852 +19 +0.9%
AWM
761
Abound Wealth Management
Tennessee
$97.5K – – –
SMA
762
Sage Mountain Advisors
Georgia
$84.4K – – –
SWM
763
Spire Wealth Management
Virginia
$84K – – –
AA
764
Ancora Advisors
Ohio
$83.9K +$4.48K +100 +6%
ST
765
Smithfield Trust
Pennsylvania
$80K – – –
SIS
766
Sound Income Strategies
Florida
$79.2K -$807 -18 -1%
RPC
767
Rossmore Private Capital
Connecticut
$77.3K +$74.8K +1,669 New
MSWA
768
Marshall & Sterling Wealth Advisors
New York
$76.3K +$23.6K +527 +47%
BCWM
769
Bartlett & Co Wealth Management
Ohio
$71.4K – – –
KSWA
770
Kathleen S. Wright Associates
Pennsylvania
$70.9K – – –
HWA
771
HHM Wealth Advisors
Tennessee
$70.7K – – –
GI
772
GAMMA Investing
California
$69.4K – – –
OCM
773
Orion Capital Management
California
$68.1K -$14.3K -320 -18%
CAL
774
Capital Advisors Ltd
Ohio
$68K – – –
SS
775
Sunbelt Securities
Texas
$68K +$18.1K +404 +38%
29 30
31
32 33