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

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
826
Smithfield Trust
Pennsylvania
$93K +$11.7K +250 +14%
RPC
827
Rossmore Private Capital
Connecticut
$92.3K +$14K +300 +18%
MB
828
MidFirst Bank
Oklahoma
$91.8K +$91.4K +1,960 New
BA
829
Ballast Advisors
Minnesota
$90.8K -$19.1K -410 -17%
SMA
830
Sage Mountain Advisors
Georgia
$85.4K – – –
SWM
831
Spire Wealth Management
Virginia
$85K – – –
AA
832
Ancora Advisors
Ohio
$84.9K – – –
NL
833
Navalign LLC
California
$75.8K +$75.5K +1,618 New
JWA
834
JFS Wealth Advisors
Pennsylvania
$73.1K +$5.92K +127 +9%
BCWM
835
Bartlett & Co Wealth Management
Ohio
$72.3K – – –
HWA
836
HHM Wealth Advisors
Tennessee
$72K +$466 +10 +0.7%
GI
837
GAMMA Investing
California
$70.2K – – –
SS
838
Sunbelt Securities
Texas
$68.7K – – –
IAS
839
IMA Advisory Services
Colorado
$67.7K – – –
AP
840
Atwood & Palmer
Missouri
$64.9K – – –
RIA
841
Realta Investment Advisors
Delaware
$64.7K +$17.7K +380 +38%
QCG
842
Quadrant Capital Group
Ohio
$63.1K – – –
ANBT
843
American National Bank & Trust
Texas
$62.8K -$886 -19 -1%
PWAM
844
Private Wealth Asset Management
Iowa
$61.6K – – –
AIP
845
Alexis Investment Partners
Texas
$60K – – –
CT
846
Clearstead Trust
Maine
$55.9K +$18.6K +399 +50%
PA
847
Parallel Advisors
California
$55.2K +$4.8K +103 +10%
RFP
848
Root Financial Partners
California
$55K -$8.49K -182 -13%
OCM
849
Orion Capital Management
California
$53.9K -$14.9K -320 -22%
MIA
850
MeadowBrook Investment Advisors
Michigan
$53.9K – – –
32 33
34
35 36