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

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
901
Copia Wealth Management
Oregon
$33.4K +$4.26K +86 +14%
CB
902
Community Bank
New York
$32.7K – – –
RIL
903
Rothschild Investment LLC
Illinois
$32.5K – – –
EWP
904
Elevation Wealth Partners
California
$32.4K – – –
SA
905
Scarborough Advisors
Maryland
$31.9K +$99 +2 +0.3%
CSC
906
Caldwell Sutter Capital
California
$31.9K -$1.34K -27 -4%
FP
907
Financial Perspectives
Minnesota
$30.1K +$15.5K +313 +101%
AP
908
Atwood & Palmer
Missouri
$29.3K -$38.5K -778 -56%
JGIA
909
Jackson Grant Investment Advisers
Connecticut
$29.2K +$99 +2 +0.3%
SFG
910
Strive Financial Group
Indiana
$29K – – –
PWMG
911
Private Wealth Management Group
New Jersey
$29K +$29.7K +600 New
PL
912
Protective Life
Alabama
$27.7K +$28.4K +573 New
NSIM
913
North Star Investment Management
Illinois
$27.5K +$99 +2 +0.4%
TSMHT
914
Thurston Springer Miller Herd & Titak
Indiana
$27.3K – – –
SGFG
915
Silver Grove Financial Group
New York
$27.3K +$27.9K +564 New
BLC
916
Brown, Lisle/Cummings
Rhode Island
$27.2K +$27.9K +563 New
BC
917
Barrett & Company
Rhode Island
$27.2K – – –
C
918
Covestor
United Kingdom
$27K +$13.2K +267 +94%
GKIM
919
GW&K Investment Management
Massachusetts
$26K – – –
PMFA
920
Plante Moran Financial Advisors
Michigan
$26K +$1.29K +26 +5%
TCOT
921
Trust Company of Toledo
Ohio
$25.8K – – –
CFFP
922
Center for Financial Planning
Michigan
$24.2K -$1.49K -30 -6%
CFP
923
Comprehensive Financial Planning
Pennsylvania
$23.9K +$24.5K +495 New
RF
924
Rossby Financial
Florida
$23.9K +$11.9K +240 +95%
HFS
925
Hantz Financial Services
Michigan
$22K +$21.8K +441 +2,005%
35 36
37
38 39