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

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
801
Rooted Wealth Advisors
Illinois
– -$224K -5,952 Closed
FHC
802
First Heartland Consultants
Missouri
– -$213K -5,778 Closed
KAS
803
KPP Advisory Services
Kentucky
– -$212K -5,742 Closed
MM
804
Meridian Management
Arkansas
– -$206K -5,593 Closed
BAAM
805
Baker Avenue Asset Management
California
– -$148K -4,013 Closed
CCP
806
Carmel Capital Partners
California
– -$101K -2,740 Closed
SSWM
807
Sheets Smith Wealth Management
North Carolina
– -$91.1K -2,470 Closed
MPCG
808
Matrix Private Capital Group
New York
– -$90.8K -2,460 Closed
FAM
809
Flaharty Asset Management
Florida
– -$67.7K -1,836 Closed
SIS
810
Strategic Investment Solutions
Illinois
– -$63.7K -1,593 Closed
HL
811
HeadInvest LLC
Maine
– -$30.6K -840 Closed
MHR
812
Matthew Hamilton Rosenberg
– -$17.3K -470 Closed
OIA
813
Optimum Investment Advisors
Illinois
– -$16.4K -444 Closed
MPWT
814
MassMutual Private Wealth & Trust
Connecticut
– -$13.5K -366 Closed
CA
815
Crewe Advisors
Utah
– -$10.5K -285 Closed
FRA
816
Front Row Advisors
California
– -$10.3K -280 Closed
CG
817
Cutler Group
California
– -$7.54K -200 Closed
IFAM
818
Institutional & Family Asset Management
Colorado
– -$6.05K -164 Closed
AWA
819
Authentikos Wealth Advisory
California
– -$4.61K -125 Closed
DF
820
DecisionPoint Financial
Arizona
– -$443 -12 Closed
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