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

Name Holding Trade Value Shares
Change 		Change in
Stake
BSWM
76
Boston Standard Wealth Management
Massachusetts
$13.9M +$313K +7,509 +2%
SWP
77
Stratos Wealth Partners
Ohio
$13.9M +$1.31M +31,459 +10%
CIC
78
Carnegie Investment Counsel
Ohio
$13.9M +$458K +10,985 +3%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$13.9M +$522K +12,517 +4%
BAM
80
Berkshire Asset Management
Pennsylvania
$13.7M +$869K +20,844 +7%
SA
81
Sanctuary Advisors
Indiana
$13.7M +$13.9M +333,401 New
FGAM
82
Financial Gravity Asset Management
Texas
$13.7M +$1.06M +25,430 +8%
APW
83
Austin Private Wealth
Texas
$13.3M -$21.3M -512,233 -62%
CSPAM
84
Cary Street Partners Asset Management
Virginia
$13.2M +$1.88M +45,113 +17%
MFG
85
Marmo Financial Group
Tennessee
$13.1M -$182K -4,364 -1%
FHA
86
Flagship Harbor Advisors
Massachusetts
$13.1M +$881K +21,141 +7%
VFA
87
Valeo Financial Advisors
Indiana
$13M +$62.9K +1,509 +0.5%
WWM
88
Western Wealth Management
Colorado
$12.5M +$1.71M +41,019 +16%
OFS
89
OneAscent Financial Services
Alabama
$12.5M -$2.24M -53,703 -15%
GWM
90
Geneos Wealth Management
Colorado
$11.9M +$928K +22,271 +8%
TMWM
91
Taylor & Morgan Wealth Management
Michigan
$11.7M +$172K +4,137 +1%
NSAM
92
North Star Asset Management
Wisconsin
$11.6M +$338K +8,111 +3%
PAS
93
Park Avenue Securities
New York
$11.6M +$336K +8,072 +3%
WA
94
WBH Advisory
Maryland
$11.3M +$477K +11,455 +4%
PFA
95
Pure Financial Advisors
California
$11.1M -$197K -4,717 -2%
KW
96
KWB Wealth
California
$11M -$477K -11,459 -4%
RW
97
RVW Wealth
California
$10.9M -$1.86M -44,730 -15%
FI
98
Financial Insights
Washington
$10.9M +$467K +11,202 +4%
LEA
99
Legacy Edge Advisors
New York
$10.9M +$2.79M +66,985 +34%
GRP
100
Global Retirement Partners
California
$10.8M +$607K +14,565 +6%
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