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

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
101
Outlook Wealth Advisors
Texas
$1.32M -$102K -3,658 -7%
KBFS
102
Kohmann Bosshard Financial Services
Ohio
$1.26M -$66.5K -2,384 -5%
CW
103
CreativeOne Wealth
Kansas
$1.26M -$895K -32,090 -41%
DWM
104
Doyle Wealth Management
Florida
$1.2M +$194K +6,972 +19%
UCFA
105
United Capital Financial Advisors
Texas
$1.17M -$171K -6,127 -13%
BSG
106
Black Swift Group
Colorado
$1.16M +$1M +35,885 +559%
BC
107
Brio Consultants
California
$1.12M -$125K -4,467 -10%
EFL
108
ERn Financial LLC
Wisconsin
$1.09M +$18.5K +663 +2%
V
109
Veritable
Delaware
$1.01M – – –
APC
110
Aspire Private Capital
North Carolina
$1M -$242K -8,668 -19%
SW
111
SkyOak Wealth
Michigan
$965K -$32.5K -1,165 -3%
CA
112
Continuum Advisory
Idaho
$915K -$83.9K -3,008 -8%
NA
113
Nottingham Advisors
New York
$913K -$62.6K -2,247 -6%
GSC
114
G&S Capital
Colorado
$903K +$214K +7,687 +30%
FHA
115
Flagship Harbor Advisors
Massachusetts
$893K -$116K -4,162 -11%
KAM
116
Knightsbridge Asset Management
California
$890K +$133K +4,761 +17%
HR
117
Hayden Royal
North Carolina
$874K +$890K +31,927 New
GM
118
GeoWealth Management
Illinois
$873K +$130K +4,662 +17%
SFS
119
Sowell Financial Services
Arkansas
$871K -$1.37K -49 -0.2%
CWM
120
Cedar Wealth Management
California
$836K -$31.1K -1,116 -4%
WCM
121
Wealthcare Capital Management
Virginia
$834K +$195K +6,999 +30%
MI
122
Moneywise Inc
Virginia
$833K -$65.1K -2,334 -7%
MWM
123
Meridian Wealth Management
Kentucky
$833K +$848K +30,433 New
CAGAS
124
Capital Advisory Group Advisory Services
Minnesota
$757K +$2.79K +100 +0.4%
MFG
125
Merit Financial Group
Georgia
$727K +$740K +26,536 New
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