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

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
126
1900 Wealth Management
Texas
$7.29M -$1.2M -28,894 -14%
NA
127
NewEdge Advisors
Louisiana
$7.26M +$1.33M +31,966 +22%
DWM
128
Diversify Wealth Management
Utah
$7.24M +$7.22M +173,159 New
VAMG
129
Voisard Asset Management Group
Michigan
$7.19M +$308K +7,400 +4%
AAS
130
Annex Advisory Services
Wisconsin
$7.18M -$297K -7,124 -4%
MHWM
131
Montz Harcus Wealth Management
Louisiana
$7.15M +$519K +12,460 +8%
KAM
132
Kensington Asset Management
Texas
$7.1M -$718K -17,236 -9%
LS
133
Liquid Strategies
Georgia
$7.1M -$718K -17,236 -9%
WCFA
134
Walkner Condon Financial Advisors
Wisconsin
$7.07M +$88K +2,113 +1%
IPW
135
Impact Partnership Wealth
Georgia
$6.95M +$1.06M +25,397 +18%
AWE
136
Avidian Wealth Enterprises
Texas
$6.9M +$309K +7,412 +5%
PA
137
PSI Advisors
Florida
$6.79M +$546K +13,099 +9%
LGW
138
Leslie Global Wealth
Illinois
$6.59M +$6.61M +158,665 New
MOS
139
MGO One Seven
Ohio
$6.53M +$6.28M +150,658 +2,274%
BCP
140
Berkeley Capital Partners
Georgia
$6.48M -$116K -2,775 -2%
GIA
141
Gladstone Institutional Advisory
Florida
$6.35M +$760K +18,239 +14%
AMG
142
Asset Management Group
Connecticut
$6.15M -$5.58K -134 -0.1%
EWM
143
Evermay Wealth Management
Virginia
$6.12M +$1.46M +35,021 +31%
GP
144
Girard Partners
Pennsylvania
$6.07M +$466K +11,180 +8%
AAS
145
Avantax Advisory Services
Texas
$5.94M -$17.8K -426 -0.3%
PIA
146
Perennial Investment Advisors
California
$5.81M +$39.1K +938 +0.7%
S
147
Syntrinsic
Colorado
$5.73M +$72.7K +1,745 +1%
RA
148
RFG Advisory
Alabama
$5.72M -$1.34M -32,253 -19%
OWA
149
Octavia Wealth Advisors
Ohio
$5.7M +$1.33M +31,936 +30%
IPA
150
Investment Planning Advisors
Georgia
$5.64M +$5.66M +135,887 New
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