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

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
776
Ameritas Investment Partners
Nebraska
$215K +$5.78K +124 +3%
KFS
777
Kelly Financial Services
Massachusetts
$214K -$81.3K -1,744 -28%
BWP
778
Burling Wealth Partners
Illinois
$213K -$10.1K -217 -5%
CIAS
779
Capital Investment Advisory Services
North Carolina
$212K -$10.7K -230 -5%
PFA
780
Professional Financial Advisors
Nebraska
$211K -$1.49K -32 -0.7%
GT
781
Glenview Trust
Kentucky
$211K – – –
MFT
782
Moisand Fitzgerald Tamayo
Florida
$210K -$4.99K -107 -2%
CV
783
Counterweight Ventures
North Carolina
$210K – – –
ACI
784
Alpha Cubed Investments
California
$210K +$209K +4,489 New
PVI
785
Pine Valley Investments
New Jersey
$210K +$700 +15 +0.3%
GWAM
786
Guardian Wealth Advisors (Minnesota)
Minnesota
$210K -$8.63K -185 -4%
CWM
787
CCG Wealth Management
California
$209K +$208K +4,460 New
GA
788
GSG Advisors
New Jersey
$208K – – –
PWM
789
Power Wealth Management
Georgia
$208K – – –
HI
790
Horizon Investments
North Carolina
$205K +$96.2K +2,063 +89%
FA
791
FSA Advisors
Michigan
$203K +$202K +4,334 New
OWCM
792
One Wealth Capital Management
Arizona
$203K +$202K +4,333 New
FF
793
Fox Financial
Pennsylvania
$203K -$28.8K -618 -13%
CAL
794
Capital Advisors Ltd
Ohio
$202K +$138K +2,953 +200%
WBCM
795
Wilson & Boucher Capital Management
California
$201K +$201K +4,300 New
EWM
796
Elevation Wealth Management
Minnesota
$201K +$200K +4,282 New
IBOK
797
Independence Bank of Kentucky
Kentucky
$198K – – –
TPCW
798
TD Private Client Wealth
New York
$183K -$2.98K -64 -2%
HBW
799
Hazlett, Burt & Watson
West Virginia
$182K +$68.3K +1,465 +61%
EWM
800
Evolution Wealth Management
Florida
$181K +$115K +2,468 +177%
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