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

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
101
Stratos Wealth Partners
Ohio
$8.48M +$979K +25,136 +12%
FZCM
102
Flynn Zito Capital Management
New York
$8.47M +$181K +4,644 +2%
GWM
103
Geneos Wealth Management
Colorado
$8.46M +$559K +14,341 +7%
FHA
104
Flagship Harbor Advisors
Massachusetts
$8.39M -$526K -13,516 -6%
CSPIA
105
Cary Street Partners Investment Advisory
Virginia
$8.04M -$843K -21,647 -9%
PI
106
Pachira Investments
California
$8.02M -$152K -3,900 -2%
APC
107
Aspire Private Capital
North Carolina
$7.92M +$4.46M +114,525 +114%
AO
108
Advisor OS
Illinois
$7.59M +$518K +13,290 +7%
WMS
109
Wealth Management Solutions
Pennsylvania
$7.55M -$109K -2,788 -1%
WWM
110
Western Wealth Management
Colorado
$7.53M +$511K +13,126 +7%
IAIM
111
International Assets Investment Management
Florida
$7.49M +$4.09M +104,951 New
GRP
112
Global Retirement Partners
California
$7.46M -$70.3K -1,805 -0.9%
LFG
113
Larson Financial Group
Missouri
$7.17M -$188K -4,815 -2%
SIAP
114
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.07M -$23.4K -600 -0.8%
SMF
115
Sterling Manor Financial
New York
$6.86M +$7.24M +185,780 New
FI
116
Financial Insights
Washington
$6.69M +$7.49M +192,328 New
S
117
Syntrinsic
Colorado
$6.48M +$6.85M +175,808 New
PWG
118
Private Wealth Group
Florida
$6.44M +$2.97M +76,294 +78%
CWM
119
Cahaba Wealth Management
Georgia
$6.43M +$107K +2,758 +2%
SIAS
120
Summit Investment Advisory Services
Minnesota
$6.38M +$273K +7,021 +4%
1WM
121
1900 Wealth Management
Texas
$6.27M +$159K +4,088 +2%
WI
122
WrapManager Inc
California
$6.26M +$314K +8,054 +5%
AWM
123
Avior Wealth Management
Nebraska
$6.25M +$507K +13,020 +8%
SA
124
Scarborough Advisors
Maryland
$6.18M +$1.63M +41,939 +33%
DADC
125
D.A. Davidson & Co
Montana
$6.15M -$728K -18,694 -10%
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