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

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
826
Central Trust Company
Missouri
$48.3K – – –
SS
827
Sunbelt Securities
Texas
$47.7K – – –
CICI
828
Capital Investment Counsel Inc
North Carolina
$46.4K +$48.1K +1,034 New
IWM
829
IMG Wealth Management
Florida
$45.3K +$46.9K +1,008 New
RTL
830
Red Tortoise LLC
Georgia
$41.7K +$279 +6 +0.7%
WP
831
WealthShield Partners
North Carolina
$41.2K +$233 +5 +0.5%
AWM
832
Accredited Wealth Management
Kentucky
$40.4K +$41.9K +900 New
CFG
833
Chapman Financial Group
Hawaii
$40.4K +$41.9K +900 New
RWM
834
Rialto Wealth Management
New York
$37K +$38.3K +824 New
CIA
835
Cape Investment Advisory
Georgia
$35.2K – – –
MA
836
Montag & Associates
Georgia
$33.9K – – –
HNB
837
Huntington National Bank
Ohio
$33.8K – – –
TSMHT
838
Thurston Springer Miller Herd & Titak
Indiana
$32.4K – – –
CSC
839
Caldwell Sutter Capital
California
$30.9K – – –
RIL
840
Rothschild Investment LLC
Illinois
$30.2K – – –
EWP
841
Elevation Wealth Partners
California
$30.1K – – –
CB
842
Community Bank
New York
$28.7K – – –
LOIP
843
Live Oak Investment Partners
Texas
$27.4K – – –
CWM
844
Copia Wealth Management
Oregon
$27.2K +$28.1K +605 New
WB
845
Webster Bank
Connecticut
$27K -$25.6K -550 -48%
JGIA
846
Jackson Grant Investment Advisers
Connecticut
$26.6K +$5.54K +119 +25%
RWM
847
Raffa Wealth Management
District of Columbia
$25.9K +$140 +3 +0.5%
BC
848
Barrett & Company
Rhode Island
$25.2K – – –
BA
849
Bellwether Advisors
Nebraska
$25.2K +$26.1K +561 New
NSIM
850
North Star Investment Management
Illinois
$25K +$25.9K +557 New
32 33
34
35 36