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

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
926
Braun-Bostich & Associates
Pennsylvania
– -$272K -6,051 Closed
PWM
927
Power Wealth Management
Georgia
– -$269K -5,979 Closed
VWA
928
Visionary Wealth Advisors
Illinois
– -$265K -5,898 Closed
CFP
929
Cascade Financial Partners
California
– -$261K -5,814 Closed
MCM
930
Mainstream Capital Management
California
– -$249K -5,534 Closed
FOA
931
Five Oceans Advisors
California
– -$248K -5,527 Closed
SPAS
932
Spectrum Planning & Advisory Services
California
– -$245K -5,449 Closed
SAS
933
Stelac Advisory Services
New York
– -$245K -5,441 Closed
EIP
934
Ellis Investment Partners
Pennsylvania
– -$244K -5,426 Closed
CAAS
935
Capital Asset Advisory Services
Michigan
– -$242K -5,340 Closed
RWM
936
Ritholtz Wealth Management
New York
– -$232K -5,160 Closed
LSA
937
Lion Street Advisors
Texas
– -$225K -5,002 Closed
SW
938
Simplicity Wealth
New Jersey
– -$223K -4,961 Closed
MCWS
939
McKinley Carter Wealth Services
West Virginia
– -$221K -4,924 Closed
CF
940
Convergence Financial
Missouri
– -$221K -4,911 Closed
AFAS
941
Acorn Financial Advisory Services
Virginia
– -$218K -4,845 Closed
VAG
942
VisionPoint Advisory Group
Texas
– -$217K -4,841 Closed
AMCA
943
Arthur M. Cohen & Associates
Illinois
– -$217K -4,822 Closed
HFA
944
High Falls Advisors
New York
– -$215K -4,779 Closed
CIA
945
Capital Investment Advisors
Georgia
– -$214K -4,769 Closed
BFA
946
Beaumont Financial Advisors
Massachusetts
– -$212K -4,725 Closed
OLA
947
Oliver Luxxe Assets
New Jersey
– -$210K -4,618 Closed
RRA
948
Round Rock Advisors
Connecticut
– -$207K -4,610 Closed
ECM
949
Evergreen Capital Management
Washington
– -$206K -4,586 Closed
NWM
950
Napa Wealth Management
California
– -$205K -4,573 Closed
36 37
38
39 40