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

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
101
Austin Private Wealth
Texas
$14.2M -$1.89M -40,620 -12%
UAS
102
United Asset Strategies
New York
$13.9M +$204K +4,372 +1%
WCM
103
Windsor Capital Management
Arizona
$13.9M -$11.3K -243 -0.1%
SA
104
Sanctuary Advisors
Indiana
$13.8M -$280K -5,999 -2%
KAS
105
Kestra Advisory Services
Texas
$13.5M +$194K +4,157 +1%
PFA
106
Pure Financial Advisors
California
$13.4M +$46.6K +1,000 +0.3%
TMWM
107
Taylor & Morgan Wealth Management
Michigan
$13M +$65.3K +1,401 +0.5%
CIC
108
Carnegie Investment Counsel
Ohio
$12.8M -$620K -13,305 -5%
AF
109
Allworth Financial
California
$12.6M +$452K +9,696 +4%
UF
110
Univest Financial
Pennsylvania
$12.6M -$548K -11,754 -4%
DWM
111
Diversify Wealth Management
Utah
$12M +$3.99M +85,482 +54%
IWM
112
IHT Wealth Management
Illinois
$11.8M -$411K -8,818 -3%
VFA
113
Valeo Financial Advisors
Indiana
$11.7M -$227K -4,873 -2%
GRP
114
Global Retirement Partners
California
$11.7M -$128K -2,753 -1%
KAM
115
Kensington Asset Management
Texas
$11.6M +$11.4M +245,342 New
SPWG
116
Syntegra Private Wealth Group
Missouri
$11.5M -$188K -4,030 -2%
PFBT
117
Parkside Financial Bank & Trust
Missouri
$11.3M +$414K +8,868 +4%
MOS
118
MGO One Seven
Ohio
$11.1M +$728K +15,611 +7%
MHWM
119
Montz Harcus Wealth Management
Louisiana
$11.1M +$598K +12,813 +6%
WFPG
120
Waller Financial Planning Group
Ohio
$11M -$28.2M -604,149 -72%
FI
121
Financial Insights
Washington
$10.8M +$341K +7,318 +3%
NA
122
NewEdge Advisors
Louisiana
$10.8M -$1.28M -27,477 -11%
SWM
123
SilverOak Wealth Management
Minnesota
$10.7M +$7.24M +155,262 +214%
RIS
124
Richmond Investment Services
Wisconsin
$10.5M +$1.34M +28,680 +15%
SC
125
Savant Capital
Illinois
$10.5M -$2.46M -52,775 -19%
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