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

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
876
Islay Capital Management
Texas
$1.92K – – –
CPG
877
Cornerstone Planning Group
New Jersey
$1.87K – – –
CAWM
878
Capital A Wealth Management
Pennsylvania
$1.71K +$881 +20 +91%
CJH
879
Christopher J. Hasenberg
Wisconsin
$1.68K – – –
NMG
880
New Millennium Group
Utah
$1.55K -$4.23K -96 -72%
KA
881
Kozak & Associates
Colorado
$1.51K +$1.76K +40 New
RDFA
882
Ritter Daniher Financial Advisory
Ohio
$1.39K – – –
SWA
883
SOA Wealth Advisors
New York
$1.3K -$705 -16 -33%
1IA
884
1620 Investment Advisors
Massachusetts
$1.26K – – –
CPBTD
885
Central Pacific Bank - Trust Division
Hawaii
$1.14K – – –
C
886
Covestor
United Kingdom
$1K -$1.28K -29 -45%
HFS
887
Hantz Financial Services
Michigan
$1K – – –
DFA
888
DHJJ Financial Advisors
Illinois
$897 – – –
FGA
889
Fortis Group Advisors
New Jersey
$774 +$837 +19 New
TC
890
Truvestments Capital
Florida
$408 -$2.2K -50 -83%
NC
891
NewSquare Capital
Pennsylvania
$245 – – –
SOAMC
892
Spirit of America Management Corp
New York
$173 – – –
AC
893
AlphaCore Capital
California
$122 +$132 +3 New
BWL
894
Bogart Wealth LLC
Virginia
$82 – – –
MIM
895
Marshall Investment Management
Colorado
$41 +$44 +1 New
KIM
896
Kestra Investment Management
Texas
– -$23.6M -525,508 Closed
EWM
897
Elevatus Welath Management
New York
– -$22.9M -509,825 Closed
CM
898
Cercano Management
Washington
– -$15.7M -349,954 Closed
FTUS
899
Flow Traders U.S.
New York
– -$7.32M -162,881 Closed
HC
900
Headland Capital
South Carolina
– -$6.86M -152,816 Closed
34 35
36
37 38