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

Name Holding Trade Value Shares
Change 		Change in
Stake
W
801
Wealthquest
Ohio
$250K -$7.53K -141 -3%
FFA
802
First Foundation Advisors
California
$249K +$230K +4,312 New
AWP
803
Accretive Wealth Partners
New Jersey
$248K -$7.32K -137 -3%
FAP
804
Financial Advisory Partners
Florida
$247K +$229K +4,282 New
SCP
805
Stevens Capital Partners
Nebraska
$247K -$8.22K -154 -3%
FWM
806
Fonville Wealth Management
Virginia
$246K – – –
VA
807
Vident Advisory
Georgia
$245K +$227K +4,256 New
FWM
808
Forza Wealth Management
Florida
$245K – – –
IBOK
809
Independence Bank of Kentucky
Kentucky
$244K – – –
BWM
810
Buska Wealth Management
Wisconsin
$244K +$226K +4,226 New
CIA
811
Capital Investment Advisors
Georgia
$243K +$641 +12 +0.3%
MWM
812
Marion Wealth Management
Pennsylvania
$242K -$6.83K -128 -3%
CSF
813
Capital Squared Financial
Maryland
$242K +$801 +15 +0.4%
EI
814
Ethic Inc
New York
$241K +$223K +4,174 New
PCG
815
Prosperity Consulting Group
Maryland
$240K +$222K +4,167 New
MFT
816
Moisand Fitzgerald Tamayo
Florida
$239K -$3.9K -73 -2%
RRA
817
Round Rock Advisors
Connecticut
$236K +$218K +4,085 New
OBWG
818
Onyx Bridge Wealth Group
New York
$233K -$17.8K -333 -8%
PA
819
Pinnacle Associates
New York
$233K +$216K +4,036 New
PWM
820
Power Wealth Management
Georgia
$231K +$214K +3,999 New
EWM
821
Elevation Wealth Management
Minnesota
$230K -$15.4K -288 -7%
CAC
822
Certified Advisory Corp
Florida
$229K +$212K +3,966 New
FSG
823
Financial Strategies Group
Michigan
$228K +$2.19K +41 +1%
SAM
824
S.A. Mason
Michigan
$228K +$1.33K +25 +0.6%
MWP
825
Madison Wealth Partners
Wisconsin
$227K +$210K +3,936 New
31 32
33
34 35