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

Name Holding Trade Value Shares
Change 		Change in
Stake
UF
101
Univest Financial
Pennsylvania
$12.2M +$2.11M +52,271 +22%
PFA
102
Pure Financial Advisors
California
$12.1M -$844K -20,925 -7%
EWM
103
Evermay Wealth Management
Virginia
$11.9M +$797K +19,761 +8%
TMWM
104
Taylor & Morgan Wealth Management
Michigan
$11.8M +$743K +18,420 +7%
MWM
105
Modern Wealth Management
Kansas
$11.8M +$515K +12,779 +5%
GRP
106
Global Retirement Partners
California
$11.7M +$11.1M +275,695 New
SA
107
Sanctuary Advisors
Indiana
$11.6M -$961K -23,839 -8%
ACM
108
AlphaStar Capital Management
North Carolina
$11.6M +$8.16M +202,387 +290%
VFA
109
Valeo Financial Advisors
Indiana
$11M +$336K +8,332 +3%
SPWG
110
Syntegra Private Wealth Group
Missouri
$10.9M -$823K -20,413 -7%
IWM
111
IHT Wealth Management
Illinois
$10.7M -$892K -22,123 -8%
FWM
112
Foguth Wealth Management
Michigan
$10.7M +$413K +10,245 +4%
AF
113
Allworth Financial
California
$10.3M +$902K +22,369 +10%
MIM
114
Morningstar Investment Management
Illinois
$10.3M +$1.54M +38,313 +19%
PAS
115
Park Avenue Securities
New York
$10.3M +$394K +9,765 +4%
APW
116
Austin Private Wealth
Texas
$10.2M +$921K +22,833 +11%
SPW
117
Surience Private Wealth
Washington
$10M +$9.46M +234,633 New
WWM
118
Western Wealth Management
Colorado
$9.84M +$160K +3,967 +2%
PFBT
119
Parkside Financial Bank & Trust
Missouri
$9.3M +$3.92M +97,198 +80%
MHWM
120
Montz Harcus Wealth Management
Louisiana
$9.27M +$588K +14,582 +7%
CSP
121
Cary Street Partners
Virginia
$9.07M -$1.98M -49,190 -19%
FI
122
Financial Insights
Washington
$9.01M +$386K +9,579 +5%
MOS
123
MGO One Seven
Ohio
$8.95M +$3.55K +88 +0%
SIAP
124
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8.86M +$64.9K +1,610 +2%
WI
125
WrapManager Inc
California
$8.47M +$744K +18,449 +10%
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