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

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
976
Rialto Wealth Management
New York
$21.3K – – –
BA
977
Blueline Advisors
New Hampshire
$20.7K -$481 -9 -2%
WIM
978
Westside Investment Management
California
$20K – – –
KCM
979
Key Capital Management
Tennessee
$19.4K -$961 -18 -5%
EWM
980
EPG Wealth Management
Georgia
$18.7K +$107 +2 +0.6%
HPBT
981
Hickory Point Bank & Trust
Illinois
$18.5K – – –
CFM
982
Cornerstone Financial Management
Massachusetts
$17.9K – – –
VWM
983
Vermillion Wealth Management
Minnesota
$17.4K +$53 +1 +0.3%
M
984
MOTCO
Texas
$17.2K +$16K +299 New
CPG
985
Cornerstone Planning Group
New Jersey
$16.2K +$12.6K +236 +472%
VWM
986
Valley Wealth Managers
New Jersey
$15.6K +$14.4K +270 New
S
987
SignatureFD
Georgia
$14.7K -$160 -3 -1%
UFPG
988
United Financial Planning Group
New York
$14.1K – – –
HC
989
Hurley Capital
New York
$13K +$12K +225 New
TAP
990
Tounjian Advisory Partners
Florida
$12.7K +$11.7K +220 New
SS
991
SBI Securities
Japan
$12.5K -$267 -5 -2%
NA
992
Networth Advisors
Pennsylvania
$12.1K +$10.1K +189 +900%
CA
993
Centerpoint Advisors
Massachusetts
$12K – – –
OWP
994
ORG Wealth Partners
Texas
$11.6K – – –
CAM
995
Costello Asset Management
Pennsylvania
$11.5K – – –
RL
996
Rogco LP
Oklahoma
$11.4K – – –
SWM
997
SHP Wealth Management
Massachusetts
$11.2K – – –
CAN
998
Capital Advisor Network
Indiana
$11.1K +$10.3K +192 New
RPA
999
Redwood Park Advisors
California
$10.9K +$53 +1 +0.5%
HWP
1000
Highline Wealth Partners
California
$10.4K +$9.61K +180 New
38 39
40
41 42