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

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
801
Chapman Financial Group
Hawaii
$41.7K – – –
MCM
802
Manchester Capital Management
Vermont
$41K +$39.7K +886 New
IWM
803
IMG Wealth Management
Florida
$40.3K -$1.03K -23 -3%
AG
804
AmeriFlex Group
Nevada
$39.9K +$33K +736 +584%
RWS
805
Retirement Wealth Solutions
Wisconsin
$37.7K -$8.38K -187 -19%
NCM
806
Northwest Capital Management
Oregon
$37.6K -$17.4K -389 -32%
AWM
807
Accredited Wealth Management
Kentucky
$37.1K -$24.1K -537 -67%
CT
808
Clearstead Trust
Maine
$36.7K +$24.8K +553 +230%
HNB
809
Huntington National Bank
Ohio
$35.5K – – –
MA
810
Montag & Associates
Georgia
$35K – – –
SA
811
Scarborough Advisors
Maryland
$33.5K -$546K -12,177 -94%
CSC
812
Caldwell Sutter Capital
California
$31.8K – – –
CB
813
Community Bank
New York
$31.4K – – –
RIL
814
Rothschild Investment LLC
Illinois
$31.2K – – –
EWP
815
Elevation Wealth Partners
California
$31K – – –
FC
816
Financial Consulate
Maryland
$30.5K +$29.5K +658 New
CWM
817
Copia Wealth Management
Oregon
$28K – – –
JGIA
818
Jackson Grant Investment Advisers
Connecticut
$27.7K +$135 +3 +0.5%
CFS
819
Compass Financial Services
Iowa
$27.4K -$7.4K -165 -22%
NSIM
820
North Star Investment Management
Illinois
$26.1K +$90 +2 +0.4%
BC
821
Barrett & Company
Rhode Island
$26K – – –
GKIM
822
GW&K Investment Management
Massachusetts
$25K – – –
TCOT
823
Trust Company of Toledo
Ohio
$24.7K – – –
SHIM
824
Stone House Investment Management
Pennsylvania
$24.3K +$23.5K +525 New
AC
825
AlphaCore Capital
California
$23.2K +$179 +4 +0.8%
31 32
33
34 35