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

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
901
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$90K – – –
SGFG
902
Silver Grove Financial Group
New York
$89.6K +$52.9K +990 +176%
BCWM
903
Bartlett & Co Wealth Management
Ohio
$88.9K – – –
HWA
904
HHM Wealth Advisors
Tennessee
$88.6K – – –
SWAG
905
Spectrum Wealth Advisory Group
California
$88.1K +$81.6K +1,528 New
AIM
906
Anchor Investment Management
South Carolina
$84.4K -$427K -8,000 -85%
BL
907
Balentine LLC
Georgia
$82.2K +$76.1K +1,425 New
PF
908
PlanVest Financial
Maryland
$78.7K +$53 +1 +0.1%
ANBT
909
American National Bank & Trust
Texas
$77.3K – – –
JWA
910
JFS Wealth Advisors
Pennsylvania
$77K +$107 +2 +0.2%
PWAM
911
Private Wealth Asset Management
Iowa
$75.8K – – –
AI
912
Atomic Invest
New York
$72.6K -$3.63K -68 -5%
RFG
913
REAP Financial Group
Texas
$72K +$48.4K +907 +266%
CT
914
Clearstead Trust
Maine
$70K +$20.2K +379 +45%
VL
915
Vima LLC
Michigan
$67.4K +$62.4K +1,169 New
LF
916
LifeSteps Financial
California
$66.5K +$61.6K +1,153 New
MIA
917
MeadowBrook Investment Advisors
Michigan
$66.3K – – –
PA
918
Parallel Advisors
California
$64.9K +$3.26K +61 +6%
BF
919
Brooklyn FI
New York
$64.8K +$61K +1,143 New
TF
920
Tompkins Financial
New York
$64K +$45K +843 +317%
WA
921
Walsh & Associates
Florida
$62.8K +$5.34K +100 +10%
CTC
922
Central Trust Company
Missouri
$62K – – –
RDFA
923
Ritter Daniher Financial Advisory
Ohio
$59.6K – – –
PMFA
924
Plante Moran Financial Advisors
Michigan
$59.6K +$26.4K +495 +92%
MP
925
McDonald Partners
Ohio
$59.5K +$55K +1,031 New
35 36
37
38 39