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

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
151
Bay Harbor Wealth Management
Maryland
$312K -$87.8K -3,028 -17%
VCP
152
Verus Capital Partners
Arizona
$311K -$491K -16,922 -54%
BSW
153
Buckingham Strategic Wealth
Missouri
$310K +$412K +14,200 New
SA
154
Stewardship Advisors
Pennsylvania
$309K -$4.42M -152,347 -92%
UAS
155
United Asset Strategies
New York
$306K +$13.8K +477 +4%
DWM
156
Dakota Wealth Management
Florida
$294K +$88.4K +3,049 +29%
TC
157
Trilogy Capital
California
$291K +$354K +12,204 New
SIA
158
Strategic Investment Advisors
Michigan
$286K +$18.6K +642 +5%
B
159
Brightworth
Georgia
$276K +$61.5K +2,122 +20%
PFG
160
PAX Financial Group
Texas
$273K +$63.3K +2,183 +22%
BCI
161
Brinker Capital Investments
Pennsylvania
$265K +$127K +4,386 +57%
NCM
162
Noesis Capital Mangement
Florida
$261K – – –
VHAM
163
Van Hulzen Asset Management
California
$256K -$55.9K -1,930 -14%
ASN
164
Advisory Services Network
Georgia
$251K -$147K -5,065 -31%
PFM
165
Parsec Financial Management
North Carolina
$220K -$75.3K -2,598 -20%
JMPWA
166
JP Morgan Private Wealth Advisors
California
$220K -$22.5K -776 -7%
MCWS
167
McKinley Carter Wealth Services
West Virginia
$214K -$96.3K -3,321 -25%
ACM
168
Alpha Capital Management
Texas
$205K -$18.1K -625 -6%
AWM
169
Avior Wealth Management
Nebraska
$198K +$20.1K +695 +8%
CAC
170
Certified Advisory Corp
Florida
$177K -$164K -5,664 -41%
AIM
171
Anchor Investment Management
South Carolina
$177K +$235K +8,100 New
CIAS
172
Capital Investment Advisory Services
North Carolina
$161K +$130K +4,492 +156%
LAS
173
Lloyd Advisory Services
Georgia
$151K +$50.5K +1,741 +34%
CAAS
174
Capital Asset Advisory Services
Michigan
$149K -$57.4K -1,979 -23%
GFPC
175
Global Financial Private Client
Florida
$116K – – –
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