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

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
801
Professional Financial Advisors
Nebraska
$209K -$9.21K -186 -4%
WBCM
802
Wilson & Boucher Capital Management
California
$208K – – –
SPC
803
Sigma Planning Corp
Michigan
$207K -$30.4K -615 -13%
BWA
804
BlueChip Wealth Advisors
Georgia
$207K +$212K +4,282 New
EWM
805
Elevation Wealth Management
Minnesota
$207K – – –
FWM
806
Fonville Wealth Management
Virginia
$206K +$211K +4,267 New
FWM
807
Forza Wealth Management
Florida
$205K +$210K +4,249 New
IBOK
808
Independence Bank of Kentucky
Kentucky
$205K – – –
TVM
809
True Vision MN
Minnesota
$204K -$50.6K -1,023 -20%
MFT
810
Moisand Fitzgerald Tamayo
Florida
$204K -$13.5K -273 -6%
RM
811
RCW Management
Florida
$203K +$208K +4,208 New
CIA
812
Capital Investment Advisors
Georgia
$203K +$208K +4,197 New
CSF
813
Capital Squared Financial
Maryland
$202K +$207K +4,178 New
CAAS
814
Capital Asset Advisory Services
Michigan
$201K -$92.5K -1,868 -33%
AIM
815
Advyzon Investment Management
Illinois
$201K +$206K +4,160 New
SIA
816
Strategic Investment Advisors
Michigan
$192K +$197K +3,970 New
SAM
817
S.A. Mason
Michigan
$190K +$21.3K +430 +12%
CIAS
818
Capital Investment Advisory Services
North Carolina
$188K -$31.3K -633 -14%
EWM
819
Evolution Wealth Management
Florida
$187K +$149 +3 +0.1%
TPCW
820
TD Private Client Wealth
New York
$185K -$4.55K -92 -2%
HBW
821
Hazlett, Burt & Watson
West Virginia
$182K -$5.35K -108 -3%
BDPWM
822
Barnes Dennig Private Wealth Management
Ohio
$180K +$134K +2,712 +266%
GF
823
GGM Financials
Ohio
$153K -$9.6K -194 -6%
NFSG
824
Newbridge Financial Services Group
Florida
$150K – – –
GTAM
825
Global Trust Asset Management
Florida
$145K – – –
31 32
33
34 35