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

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
926
Essential Partners
California
$21.6K – – –
SIC
927
SJS Investment Consulting
Ohio
$20.6K – – –
SHIM
928
Stone House Investment Management
Pennsylvania
$19.8K -$3.42K -69 -14%
GWSA
929
Global Wealth Strategies & Associates
Colorado
$19.6K – – –
AIC
930
Archer Investment Corporation
Indiana
$19.5K +$20K +404 New
WB
931
Webster Bank
Connecticut
$19.3K – – –
1IA
932
1620 Investment Advisors
Massachusetts
$18.1K +$12.3K +248 +197%
RWM
933
Rialto Wealth Management
New York
$17.8K – – –
BA
934
Blueline Advisors
New Hampshire
$17.8K -$1.53K -31 -8%
MSFP
935
Mark Sheptoff Financial Planning
Connecticut
$17.7K – – –
KCM
936
Key Capital Management
Tennessee
$17.2K +$17.5K +354 +35,400%
WIM
937
Westside Investment Management
California
$16.7K – – –
RFG
938
REAP Financial Group
Texas
$16.5K -$7.03K -142 -29%
EWM
939
EPG Wealth Management
Georgia
$15.6K +$50 +1 +0.3%
HPBT
940
Hickory Point Bank & Trust
Illinois
$15.5K +$15.8K +320 New
RIA
941
Realta Investment Advisors
Delaware
$15.2K -$52.8K -1,066 -77%
CFM
942
Cornerstone Financial Management
Massachusetts
$15K – – –
HIA
943
HFM Investment Advisors
New Jersey
$14.8K +$7.03K +142 +87%
VWM
944
Vermillion Wealth Management
Minnesota
$14.5K +$50 +1 +0.3%
NRWA
945
North Ridge Wealth Advisors
Oregon
$13.4K +$891 +18 +7%
TF
946
Tompkins Financial
New York
$12.9K +$13.2K +266 New
PAI
947
Pittenger & Anderson Inc
Nebraska
$12.8K – – –
S
948
SignatureFD
Georgia
$12.5K – – –
UFPG
949
United Financial Planning Group
New York
$11.8K – – –
CA
950
Crewe Advisors
Utah
$11.6K -$12.9K -260 -52%
36 37
38
39 40