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

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
901
Balentine LLC
Georgia
$82.2K +$76.1K +1,425 New
PF
902
PlanVest Financial
Maryland
$78.7K +$53 +1 +0.1%
ANBT
903
American National Bank & Trust
Texas
$77.3K – – –
JWA
904
JFS Wealth Advisors
Pennsylvania
$77K +$107 +2 +0.2%
PWAM
905
Private Wealth Asset Management
Iowa
$75.8K – – –
RFG
906
REAP Financial Group
Texas
$72K +$48.4K +907 +266%
CT
907
Clearstead Trust
Maine
$70K +$20.2K +379 +45%
VL
908
Vima LLC
Michigan
$67.4K +$62.4K +1,169 New
LF
909
LifeSteps Financial
California
$66.5K +$61.6K +1,153 New
MIA
910
MeadowBrook Investment Advisors
Michigan
$66.3K – – –
PA
911
Parallel Advisors
California
$64.9K +$3.26K +61 +6%
BF
912
Brooklyn FI
New York
$64.8K +$61K +1,143 New
TF
913
Tompkins Financial
New York
$64K +$45K +843 +317%
WA
914
Walsh & Associates
Florida
$62.8K +$5.34K +100 +10%
CTC
915
Central Trust Company
Missouri
$62K – – –
RDFA
916
Ritter Daniher Financial Advisory
Ohio
$59.6K – – –
PMFA
917
Plante Moran Financial Advisors
Michigan
$59.6K +$26.4K +495 +92%
MP
918
McDonald Partners
Ohio
$59.5K +$55K +1,031 New
CA
919
Crewe Advisors
Utah
$56.3K +$39.3K +736 +307%
CB
920
Centennial Bank
Arkansas
$56.1K – – –
KFAS
921
Keating Financial Advisory Services
Kansas
$54.7K -$39.8K -745 -44%
AG
922
AmeriFlex Group
Nevada
$54.2K +$53 +1 +0.1%
GCP
923
Gill Capital Partners
Colorado
$52.7K – – –
S
924
Sachetta
Massachusetts
$52.3K +$160 +3 +0.3%
CFG
925
Chapman Financial Group
Hawaii
$51.9K – – –
35 36
37
38 39