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

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
101
Pure Financial Advisors
California
$13.2M +$128K +2,850 +1%
KAS
102
Kestra Advisory Services
Texas
$13.2M +$4.37M +97,489 +52%
IPW
103
Impact Partnership Wealth
Georgia
$13.1M -$4.59M -102,359 -27%
UF
104
Univest Financial
Pennsylvania
$13M -$233K -5,186 -2%
SC
105
Savant Capital
Illinois
$12.8M -$1.92M -42,730 -13%
TMWM
106
Taylor & Morgan Wealth Management
Michigan
$12.8M -$19.2K -429 -0.2%
OFS
107
OneAscent Financial Services
Alabama
$12.8M -$1.13M -25,293 -8%
IWM
108
IHT Wealth Management
Illinois
$12.1M +$432K +9,633 +4%
AF
109
Allworth Financial
California
$12.1M +$793K +17,687 +7%
NA
110
NewEdge Advisors
Louisiana
$11.9M +$3.81M +84,896 +49%
VFA
111
Valeo Financial Advisors
Indiana
$11.8M -$115K -2,557 -1%
ACM
112
AlphaStar Capital Management
North Carolina
$11.7M -$862K -19,227 -7%
GRP
113
Global Retirement Partners
California
$11.7M -$1.06M -23,618 -9%
SPWG
114
Syntegra Private Wealth Group
Missouri
$11.5M -$288K -6,419 -3%
PFBT
115
Parkside Financial Bank & Trust
Missouri
$10.8M +$658K +14,683 +7%
WWM
116
Western Wealth Management
Colorado
$10.7M +$20.2K +450 +0.2%
MHWM
117
Montz Harcus Wealth Management
Louisiana
$10.4M +$260K +5,789 +3%
FI
118
Financial Insights
Washington
$10.3M +$505K +11,255 +5%
MOS
119
MGO One Seven
Ohio
$10.3M +$531K +11,842 +6%
CSP
120
Cary Street Partners
Virginia
$10M +$168K +3,750 +2%
SIAP
121
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9.66M +$9.82K +219 +0.3%
ACA
122
Aspire Capital Advisors
Washington
$9.52M +$1.15M +25,607 +14%
SWP
123
Stratos Wealth Partners
Ohio
$9.49M +$494K +11,022 +6%
RIS
124
Richmond Investment Services
Wisconsin
$9.05M +$2.46M +54,812 +39%
TIM
125
Tortoise Investment Management
New York
$8.93M +$295K +6,585 +4%
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