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

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
76
D.J. St. Germain
Massachusetts
$15.5M +$946K +22,878 +7%
OFS
77
OneAscent Financial Services
Alabama
$15.2M -$3.35M -80,954 -19%
TC
78
Trilogy Capital
California
$14.5M +$322K +7,793 +2%
BSWM
79
Boston Standard Wealth Management
Massachusetts
$14.1M +$715K +17,306 +6%
ACG
80
Allen Capital Group
Nebraska
$14M +$148K +3,591 +1%
CIC
81
Carnegie Investment Counsel
Ohio
$13.9M +$442K +10,702 +3%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$13.9M -$15M -362,740 -53%
AA
83
ALPS Advisors
Colorado
$13.8M -$124K -3,000 -0.9%
MFG
84
Marmo Financial Group
Tennessee
$13.8M +$664K +16,067 +5%
AWM
85
Avior Wealth Management
Nebraska
$13.6M +$1.78M +43,042 +16%
BAM
86
Berkshire Asset Management
Pennsylvania
$13.3M +$1.42M +34,443 +13%
RW
87
RVW Wealth
California
$13.3M -$1.1M -26,724 -8%
SWP
88
Stratos Wealth Partners
Ohio
$13.1M +$1.49M +36,094 +13%
CSPIA
89
Cary Street Partners Investment Advisory
Virginia
$13M +$3.2M +77,378 +34%
FGAM
90
Financial Gravity Asset Management
Texas
$12.9M – – –
VFA
91
Valeo Financial Advisors
Indiana
$12.8M -$132K -3,203 -1%
FHA
92
Flagship Harbor Advisors
Massachusetts
$12.7M +$2.27M +54,909 +23%
TPSF
93
Texas Permanent School Fund
Texas
$12M -$4.8M -116,100 -29%
TMWM
94
Taylor & Morgan Wealth Management
Michigan
$11.9M +$321K +7,773 +3%
CSPAM
95
Cary Street Partners Asset Management
Virginia
$11.8M -$2.69M -65,096 -19%
PFA
96
Pure Financial Advisors
California
$11.7M -$197K -4,772 -2%
NSAM
97
North Star Asset Management
Wisconsin
$11.6M +$737K +17,819 +7%
PAS
98
Park Avenue Securities
New York
$11.6M +$345K +8,351 +3%
KW
99
KWB Wealth
California
$11.5M -$235K -5,674 -2%
GWM
100
Geneos Wealth Management
Colorado
$11.4M +$774K +18,730 +8%
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4
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