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

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
201
Clear Perspective Advisors
Illinois
$331K +$15.9K +497 +6%
AWM
202
Avior Wealth Management
Nebraska
$327K +$1.31K +41 +0.4%
CAAS
203
Capital Asset Advisory Services
Michigan
$323K +$94.8K +2,960 +49%
APA
204
American Portfolios Advisors
New York
$315K +$121K +3,762 +75%
MOS
205
MGO One Seven
Ohio
$309K +$276K +8,622 New
AAS
206
Avantax Advisory Services
Texas
$306K -$149K -4,666 -35%
CFAM
207
Center For Asset Management
Florida
$300K +$268K +8,370 New
NAS
208
Nicolet Advisory Services
Wisconsin
$299K -$70.4K -2,198 -21%
RTS
209
Round Table Services
New Jersey
$295K – – –
NA
210
NewEdge Advisors
Louisiana
$295K +$3.17K +99 +1%
FIM
211
Fernwood Investment Management
Massachusetts
$294K – – –
ISWM
212
Independent Solutions Wealth Management
New York
$291K -$16.4K -512 -6%
SFG
213
SNS Financial Group
Minnesota
$289K -$6.63K -207 -3%
SPA
214
Sentinel Pension Advisors
Massachusetts
$286K -$673 -21 -0.3%
SA
215
Stewardship Advisors
Pennsylvania
$285K -$6.09K -190 -2%
UFA
216
US Financial Advisors
Massachusetts
$261K +$233K +7,279 New
WWM
217
Western Wealth Management
Colorado
$257K +$230K +7,177 New
GL
218
Graypoint LLC
New York
$252K +$225K +7,037 New
DI
219
DFPG Investments
Utah
$247K +$208K +6,486 New
PFA
220
Pinnacle Family Advisors
Missouri
$246K +$220K +6,861 New
CFG
221
Cooper Financial Group
California
$245K +$219K +6,841 New
KCPG
222
Kavar Capital Partners Group
Kansas
$240K +$214K +6,695 New
CFP
223
Curran Financial Partners
South Carolina
$238K +$213K +6,658 New
PFGIA
224
Patriot Financial Group Insurance Agency
Massachusetts
$233K +$62.3K +1,946 +43%
EWM
225
Echo Wealth Management
Minnesota
$231K +$207K +6,457 New
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9
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