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

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
826
GAMMA Investing
California
$137K +$66.5K +1,344 +90%
RFP
827
Root Financial Partners
California
$136K +$81.6K +1,648 +140%
SGK
828
Steigerwald Gordon & Koch
Virginia
$131K – – –
SIS
829
Sound Income Strategies
Florida
$129K -$6.88K -139 -5%
JGCM
830
Joseph Group Capital Management
Ohio
$129K -$2.23K -45 -2%
PPC
831
Park Place Capital
Alabama
$126K -$37.5K -758 -23%
AWM
832
Abound Wealth Management
Tennessee
$125K +$23.7K +479 +23%
PAG
833
Paladin Advisory Group
Iowa
$122K – – –
PFM
834
Phillips Financial Management
Indiana
$120K – – –
DWM
835
Dogwood Wealth Management
Kansas
$119K -$2.67K -54 -2%
SWP
836
SIMA Wealth Partners
Virginia
$118K – – –
GWANC
837
Guardian Wealth Advisors (North Carolina)
North Carolina
$118K +$121K +2,438 New
WT
838
Whittier Trust
California
$114K – – –
GEA
839
Glen Eagle Advisors
New Jersey
$113K -$13.4K -270 -10%
CAL
840
Capital Advisors Ltd
Ohio
$110K -$106K -2,148 -49%
RBA
841
Richard Bernstein Advisors
New York
$107K -$119K -2,403 -52%
TWM
842
Topsail Wealth Management
North Carolina
$105K – – –
MB
843
MidFirst Bank
Oklahoma
$104K +$9.75K +197 +10%
MWA
844
Medallion Wealth Advisors
Connecticut
$102K -$2.72K -55 -3%
FW
845
Fairway Wealth
Ohio
$96.9K +$99.3K +2,005 New
ST
846
Smithfield Trust
Pennsylvania
$95K – – –
BA
847
Ballast Advisors
Minnesota
$93.6K – – –
HC
848
Hara Capital
Washington
$88.7K +$90.8K +1,835 New
SMA
849
Sage Mountain Advisors
Georgia
$88.5K +$446 +9 +0.5%
HNB
850
Huntington National Bank
Ohio
$87.9K – – –
32 33
34
35 36