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

Name Holding Trade Value Shares
Change 		Change in
Stake
S
951
SignatureFD
Georgia
$12.5K – – –
UFPG
952
United Financial Planning Group
New York
$11.8K – – –
CA
953
Crewe Advisors
Utah
$11.6K -$12.9K -260 -52%
SS
954
SBI Securities
Japan
$10.7K +$1.78K +36 +19%
CA
955
Centerpoint Advisors
Massachusetts
$10K – – –
UB
956
UMB Bank
Missouri
$9.71K -$14.6K -294 -59%
OWP
957
ORG Wealth Partners
Texas
$9.71K – – –
CAM
958
Costello Asset Management
Pennsylvania
$9.66K – – –
RL
959
Rogco LP
Oklahoma
$9.57K +$9.8K +198 New
SWM
960
SHP Wealth Management
Massachusetts
$9.37K – – –
RPA
961
Redwood Park Advisors
California
$9.14K +$50 +1 +0.5%
CSPIA
962
Cary Street Partners Investment Advisory
Virginia
$8.94K – – –
HWM
963
Horizons Wealth Management
North Carolina
$7.92K – – –
MCA
964
McGuire Capital Advisors
Oklahoma
$7.44K +$7.62K +154 New
FCT
965
First Community Trust
Iowa
$7.3K – – –
ADL
966
Asset Dedication LLC
California
$6.86K – – –
FFL
967
Financial Freedom LLC
Ohio
$6.72K -$4.55K -92 -40%
OC
968
Oakworth Capital
Alabama
$6.67K – – –
FFA
969
Frazier Financial Advisors
Ohio
$6.63K – – –
MWA
970
Merkkuri Wealth Advisors
New York
$6.51K +$6.68K +135 New
AGWCA
971
Annis Gardner Whiting Capital Advisors
Florida
$6.38K – – –
APW
972
Atlantic Private Wealth
North Carolina
$6.34K – – –
BWM
973
Bullock Wealth Management
Indiana
$6.23K – – –
FC
974
Financial Consulate
Maryland
$5.7K -$29.6K -598 -84%
GSEP
975
Golden State Equity Partners
California
$5.7K +$5.84K +118 New
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