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

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
851
Center for Financial Planning
Michigan
$22.5K – – –
PMFA
852
Plante Moran Financial Advisors
Michigan
$22.1K – – –
MG
853
Mather Group
Illinois
$21.7K – – –
HI
854
Horizon Investments
North Carolina
$21.4K +$22.1K +476 New
AAP
855
Arax Advisory Partners
Colorado
$19.3K +$4.05K +87 +26%
SIC
856
SJS Investment Consulting
Ohio
$19.1K – – –
CA
857
Crewe Advisors
Utah
$18.5K +$19.1K +411 New
GWSA
858
Global Wealth Strategies & Associates
Colorado
$18.2K – – –
MRP
859
Measured Risk Portfolios
California
$18.1K +$18.7K +402 New
MDA
860
Minot DeBlois Advisors
Massachusetts
$17K +$17.6K +379 New
CB
861
Centennial Bank
Arkansas
$16.9K – – –
RIA
862
Realta Investment Advisors
Delaware
$16.5K -$37.8K -812 -69%
CW
863
Curio Wealth
Maryland
$16.4K +$17K +365 New
AWM
864
AllSquare Wealth Management
New York
$16K – – –
AWM
865
Atticus Wealth Management
Florida
$15.9K +$791 +17 +5%
WIM
866
Westside Investment Management
California
$15.5K – – –
VWM
867
Vermillion Wealth Management
Minnesota
$15.4K +$15.9K +342 New
EWM
868
EPG Wealth Management
Georgia
$14.2K – – –
SS
869
SBI Securities
Japan
$14K +$14.5K +311 New
JFGIW
870
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.9K +$11.1K +238 +1,253%
VWA
871
Valued Wealth Advisors
Utah
$11.4K +$11.8K +253 New
SWM
872
Sanctuary Wealth Management
Idaho
$11.1K – – –
CWM
873
Centricity Wealth Management
Ohio
$11K +$11.4K +245 New
FFL
874
Financial Freedom LLC
Ohio
$10.4K – – –
CAS
875
Coppell Advisory Solutions
Texas
$10.3K +$4.42K +95 +71%
33 34
35
36 37