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

Name Holding Trade Value Shares
Change 		Change in
Stake
GWAG
76
Garrett Wealth Advisory Group
Texas
$16.4M -$1.32M -34,947 -8%
MFS
77
McNamara Financial Services
Massachusetts
$16.4M -$19.3K -513 -0.1%
KWM
78
Kaydan Wealth Management
Michigan
$15.6M +$13.9M +369,645 New
FF
79
Fox Financial
Pennsylvania
$15.4M +$13.8M +364,990 New
1WM
80
1900 Wealth Management
Texas
$14.4M +$6.45M +171,298 +101%
CSPAM
81
Cary Street Partners Asset Management
Virginia
$14.3M +$176K +4,675 +1%
DJSG
82
D.J. St. Germain
Massachusetts
$14.2M +$1.13M +30,081 +10%
RFS
83
Retirement Financial Solutions
Tennessee
$14.2M +$1.12M +29,777 +10%
RW
84
RVW Wealth
California
$14.1M -$1.85M -49,145 -13%
TC
85
Trilogy Capital
California
$13.9M +$818K +21,699 +7%
AA
86
ALPS Advisors
Colorado
$13.6M +$204K +5,410 +2%
ACG
87
Allen Capital Group
Nebraska
$13.5M +$360K +9,565 +3%
VFA
88
Valeo Financial Advisors
Indiana
$13.3M +$1.99M +52,791 +20%
CIC
89
Carnegie Investment Counsel
Ohio
$13.2M +$741K +19,679 +7%
FGAM
90
Financial Gravity Asset Management
Texas
$12.9M +$11.5M +305,828 New
MFG
91
Marmo Financial Group
Tennessee
$12.8M -$264K -7,002 -2%
LFPWM
92
Leicht Financial Planning & Wealth Management
New Jersey
$11.8M -$68.5K -1,819 -0.6%
PFA
93
Pure Financial Advisors
California
$11.6M +$306K +8,120 +3%
FI
94
Financial Insights
Washington
$11.6M +$3.14M +83,440 +43%
BAM
95
Berkshire Asset Management
Pennsylvania
$11.6M +$1.65M +43,823 +19%
KW
96
KWB Wealth
California
$11.5M +$525K +13,927 +5%
AWM
97
Avior Wealth Management
Nebraska
$11.5M +$3.88M +102,934 +61%
BSWM
98
Boston Standard Wealth Management
Massachusetts
$11.5M – – –
TMWM
99
Taylor & Morgan Wealth Management
Michigan
$11.4M -$140K -3,713 -1%
WWM
100
Western Wealth Management
Colorado
$11.3M +$2.41M +63,940 +31%
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