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

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
801
Sigma Planning Corp
Michigan
$207K -$30.4K -615 -13%
BWA
802
BlueChip Wealth Advisors
Georgia
$207K +$212K +4,282 New
EWM
803
Elevation Wealth Management
Minnesota
$207K – – –
FWM
804
Fonville Wealth Management
Virginia
$206K +$211K +4,267 New
FWM
805
Forza Wealth Management
Florida
$205K +$210K +4,249 New
IBOK
806
Independence Bank of Kentucky
Kentucky
$205K – – –
TVM
807
True Vision MN
Minnesota
$204K -$50.6K -1,023 -20%
MFT
808
Moisand Fitzgerald Tamayo
Florida
$204K -$13.5K -273 -6%
RM
809
RCW Management
Florida
$203K +$208K +4,208 New
CIA
810
Capital Investment Advisors
Georgia
$203K +$208K +4,197 New
CSF
811
Capital Squared Financial
Maryland
$202K +$207K +4,178 New
CAAS
812
Capital Asset Advisory Services
Michigan
$201K -$92.5K -1,868 -33%
AIM
813
Advyzon Investment Management
Illinois
$201K +$206K +4,160 New
SIA
814
Strategic Investment Advisors
Michigan
$192K +$197K +3,970 New
SAM
815
S.A. Mason
Michigan
$190K +$21.3K +430 +12%
CIAS
816
Capital Investment Advisory Services
North Carolina
$188K -$31.3K -633 -14%
EWM
817
Evolution Wealth Management
Florida
$187K +$149 +3 +0.1%
TPCW
818
TD Private Client Wealth
New York
$185K -$4.55K -92 -2%
HBW
819
Hazlett, Burt & Watson
West Virginia
$182K -$5.35K -108 -3%
BDPWM
820
Barnes Dennig Private Wealth Management
Ohio
$180K +$134K +2,712 +266%
GF
821
GGM Financials
Ohio
$153K -$9.6K -194 -6%
NFSG
822
Newbridge Financial Services Group
Florida
$150K – – –
GTAM
823
Global Trust Asset Management
Florida
$145K – – –
FPF
824
First Pacific Financial
Washington
$142K +$139K +2,800 +1,918%
MAFA
825
MJT & Associates Financial Advisory
Minnesota
$142K – – –
31 32
33
34 35