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

Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
151
JP Morgan Private Wealth Advisors
California
$2.34M +$372K +9,522 +18%
PC
152
Pecaut & Co
Iowa
$2.31M +$57.4K +1,471 +2%
GF
153
Goodman Financial
Texas
$2.31M -$5.62K -144 -0.2%
AWS
154
Atria Wealth Solutions
New York
$2.31M +$347K +8,891 +17%
NC
155
NovaPoint Capital
Georgia
$2.29M -$126K -3,220 -5%
EFL
156
ERn Financial LLC
Wisconsin
$2.28M +$35.1K +899 +2%
FAIM
157
Financial Advocates Investment Management
Washington
$2.28M +$2M +51,256 +559%
TCM
158
Towercrest Capital Management
Pennsylvania
$2.14M -$39.2K -1,004 -2%
SAM
159
Securian Asset Management
Minnesota
$2.14M +$644K +16,500 +41%
WAS
160
Wealth Advisory Solutions
Indiana
$2.11M +$51.2K +1,311 +2%
CAM
161
Cresset Asset Management
Illinois
$2.06M – – –
EWM
162
Evermay Wealth Management
Virginia
$2.01M +$535K +13,691 +35%
RWA
163
Rooted Wealth Advisors
Illinois
$2.01M -$1.37M -35,114 -39%
WMG
164
WESCAP Management Group
California
$2M -$33.1K -848 -2%
CW
165
CreativeOne Wealth
Kansas
$1.99M -$7.46M -191,012 -78%
MCC
166
Money Concepts Capital
Florida
$1.99M +$8.04M +205,853 +4,809%
SW
167
SkyOak Wealth
Michigan
$1.96M +$49.7K +1,274 +3%
SFI
168
SPC Financial Inc
Maryland
$1.96M +$105K +2,693 +5%
GSC
169
G&S Capital
Colorado
$1.93M +$132K +3,392 +7%
AG
170
Ascent Group
Virginia
$1.85M +$838K +21,472 +78%
AWMG
171
Alliance Wealth Management Group
New Jersey
$1.84M -$12K -307 -0.6%
KBFS
172
Kohmann Bosshard Financial Services
Ohio
$1.78M -$48.2K -1,235 -3%
AFS
173
Annapolis Financial Services
Maryland
$1.74M -$7.93K -203 -0.4%
IFPG
174
Intrepid Financial Planning Group
Indiana
$1.71M -$62K -1,589 -3%
CPIG
175
Chicago Partners Investment Group
Illinois
$1.7M +$64.7K +1,658 +4%
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