SPSM icon

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

Name Holding Trade Value Shares
Change 		Change in
Stake
FPF
826
First Pacific Financial
Washington
$142K +$139K +2,800 +1,918%
MAFA
827
MJT & Associates Financial Advisory
Minnesota
$142K – – –
GI
828
GAMMA Investing
California
$137K +$66.5K +1,344 +90%
RFP
829
Root Financial Partners
California
$136K +$81.6K +1,648 +140%
SGK
830
Steigerwald Gordon & Koch
Virginia
$131K – – –
SIS
831
Sound Income Strategies
Florida
$129K -$6.88K -139 -5%
JGCM
832
Joseph Group Capital Management
Ohio
$129K -$2.23K -45 -2%
PPC
833
Park Place Capital
Alabama
$126K -$37.5K -758 -23%
AWM
834
Abound Wealth Management
Tennessee
$125K +$23.7K +479 +23%
PAG
835
Paladin Advisory Group
Iowa
$122K – – –
PFM
836
Phillips Financial Management
Indiana
$120K – – –
DWM
837
Dogwood Wealth Management
Kansas
$119K -$2.67K -54 -2%
SWP
838
SIMA Wealth Partners
Virginia
$118K – – –
GWANC
839
Guardian Wealth Advisors (North Carolina)
North Carolina
$118K +$121K +2,438 New
WT
840
Whittier Trust
California
$114K – – –
GEA
841
Glen Eagle Advisors
New Jersey
$113K -$13.4K -270 -10%
CAL
842
Capital Advisors Ltd
Ohio
$110K -$106K -2,148 -49%
RBA
843
Richard Bernstein Advisors
New York
$107K -$119K -2,403 -52%
TWM
844
Topsail Wealth Management
North Carolina
$105K – – –
MB
845
MidFirst Bank
Oklahoma
$104K +$9.75K +197 +10%
MWA
846
Medallion Wealth Advisors
Connecticut
$102K -$2.72K -55 -3%
FW
847
Fairway Wealth
Ohio
$96.9K +$99.3K +2,005 New
ST
848
Smithfield Trust
Pennsylvania
$95K – – –
BA
849
Ballast Advisors
Minnesota
$93.6K – – –
HC
850
Hara Capital
Washington
$88.7K +$90.8K +1,835 New
32 33
34
35 36