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

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
851
North Star Investment Management
Illinois
$25K +$25.9K +557 New
CFFP
852
Center for Financial Planning
Michigan
$22.5K – – –
PMFA
853
Plante Moran Financial Advisors
Michigan
$22.1K – – –
MG
854
Mather Group
Illinois
$21.7K – – –
HI
855
Horizon Investments
North Carolina
$21.4K +$22.1K +476 New
AAP
856
Arax Advisory Partners
Colorado
$19.3K +$4.05K +87 +26%
SIC
857
SJS Investment Consulting
Ohio
$19.1K – – –
CA
858
Crewe Advisors
Utah
$18.5K +$19.1K +411 New
GWSA
859
Global Wealth Strategies & Associates
Colorado
$18.2K – – –
MRP
860
Measured Risk Portfolios
California
$18.1K +$18.7K +402 New
MDA
861
Minot DeBlois Advisors
Massachusetts
$17K +$17.6K +379 New
CB
862
Centennial Bank
Arkansas
$16.9K – – –
RIA
863
Realta Investment Advisors
Delaware
$16.5K -$37.8K -812 -69%
CW
864
Curio Wealth
Maryland
$16.4K +$17K +365 New
AWM
865
AllSquare Wealth Management
New York
$16K – – –
AWM
866
Atticus Wealth Management
Florida
$15.9K +$791 +17 +5%
WIM
867
Westside Investment Management
California
$15.5K – – –
VWM
868
Vermillion Wealth Management
Minnesota
$15.4K +$15.9K +342 New
EWM
869
EPG Wealth Management
Georgia
$14.2K – – –
SS
870
SBI Securities
Japan
$14K +$14.5K +311 New
JFGIW
871
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.9K +$11.1K +238 +1,253%
VWA
872
Valued Wealth Advisors
Utah
$11.4K +$11.8K +253 New
SWM
873
Sanctuary Wealth Management
Idaho
$11.1K – – –
CWM
874
Centricity Wealth Management
Ohio
$11K +$11.4K +245 New
FFL
875
Financial Freedom LLC
Ohio
$10.4K – – –
33 34
35
36 37