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

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
926
Atlantic Union Bankshares
Virginia
$51.6K -$1.23K -23 -3%
BTI
927
Blue Trust Inc
Georgia
$51.4K +$9.34K +175 +24%
SEP
928
Signature Equity Partners
Ohio
$51K -$38.7K -724 -45%
OCM
929
Orion Capital Management
California
$50.2K -$15K -280 -24%
IWM
930
IMG Wealth Management
Florida
$50.1K – – –
BWS
931
Buck Wealth Strategies
Colorado
$49.3K +$45.7K +856 New
WSFS
932
Wilmington Savings Fund Society
Delaware
$48K – – –
IAIM
933
International Assets Investment Management
Florida
$47.1K +$107 +2 +0.2%
MA
934
MCF Advisors
Kentucky
$46.1K – – –
TRSOTSOK
935
Teachers Retirement System of the State of Kentucky
Kentucky
$46K – – –
PIS
936
POM Investment Strategies
North Carolina
$45.9K +$1.12K +21 +3%
AF
937
Align Financial
Minnesota
$44.8K – – –
MCM
938
Manchester Capital Management
Vermont
$43.9K – – –
MA
939
Montag & Associates
Georgia
$43.5K – – –
LWM
940
Lodestone Wealth Management
Washington
$41.1K – – –
CWM
941
Copia Wealth Management
Oregon
$39.9K – – –
CB
942
Community Bank
New York
$39K – – –
RIL
943
Rothschild Investment LLC
Illinois
$38.8K – – –
EWP
944
Elevation Wealth Partners
California
$38.6K – – –
CSC
945
Caldwell Sutter Capital
California
$38.1K – – –
GT
946
Glenmede Trust
Pennsylvania
$36.3K +$33.6K +629 New
FP
947
Financial Perspectives
Minnesota
$36K +$107 +2 +0.3%
TSMHT
948
Thurston Springer Miller Herd & Titak
Indiana
$35.5K +$2.67K +50 +9%
AP
949
Atwood & Palmer
Missouri
$35K – – –
JGIA
950
Jackson Grant Investment Advisers
Connecticut
$34.9K +$107 +2 +0.3%
36 37
38
39 40