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

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1026
Wolff Wiese Magana
California
$6.52K – – –
LWCFA
1027
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.05K – – –
B
1028
Birchbrook
Maine
$5.71K +$5.29K +99 New
BIM
1029
Breakwater Investment Management
Washington
$4.9K – – –
FF
1030
Frankly Finances
Florida
$4.84K +$4.49K +84 New
CSPIA
1031
Cary Street Partners Investment Advisory
Virginia
$4.67K -$5.55K -104 -56%
HC
1032
Hara Capital
Washington
$4.44K -$93.9K -1,758 -96%
NWM
1033
Nova Wealth Management
Florida
$4.33K – – –
IFWM
1034
Institute for Wealth Management
Colorado
$4.09K +$3.79K +71 New
FC
1035
Financial Consulate
Maryland
$3.46K -$3.1K -58 -49%
TCM
1036
Tradewinds Capital Management
Washington
$3.4K – – –
RS
1037
Rakuten Securities
Japan
$2.88K – – –
ICM
1038
Islay Capital Management
Texas
$2.88K +$160 +3 +6%
CCMW
1039
Cypress Capital Management (Wyoming)
Wyoming
$2.19K – – –
QC
1040
Quent Capital
New York
$2.19K – – –
MFP
1041
Meramec Financial Planners
Missouri
$1.81K +$1.71K +32 New
CPBTD
1042
Central Pacific Bank - Trust Division
Hawaii
$1.61K – – –
BBHC
1043
Brown Brothers Harriman & Co
New York
$1.44K – – –
DFA
1044
DHJJ Financial Advisors
Illinois
$1.27K – – –
FGA
1045
Fortis Group Advisors
New Jersey
$1.1K – – –
LAS
1046
Lloyd Advisory Services
Georgia
$923 -$38.3K -717 -98%
TC
1047
Truvestments Capital
Florida
$634 – – –
AIS
1048
Advocate Investing Services
Maryland
$519 – – –
MEG
1049
Millstone Evans Group
Colorado
$519 +$481 +9 New
MSWA
1050
Marshall & Sterling Wealth Advisors
New York
$464 +$214 +4 +100%
40 41
42
43 44