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

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
201
Founders Financial Alliance
North Carolina
$3.43M +$288K +6,548 +8%
AWS
202
Atria Wealth Solutions
New York
$3.39M -$471K -10,685 -11%
CAM
203
Cresset Asset Management
Illinois
$3.38M +$2.13M +48,369 +140%
BCG
204
Breakwater Capital Group
New Jersey
$3.38M +$543K +12,317 +17%
WMR
205
Wealth Management Resources
Rhode Island
$3.3M +$147K +3,341 +4%
AI
206
Atria Investments
North Carolina
$3.3M +$87.9K +1,995 +3%
CA
207
CSM Advisors
Pennsylvania
$3.29M – – –
WAM
208
WNY Asset Management
New York
$3.24M +$126K +2,860 +4%
NC
209
Napatree Capital
Rhode Island
$3.19M +$350K +7,935 +11%
SFMG
210
Sage Financial Management Group
Virginia
$3.18M -$52.6K -1,194 -2%
PCIA
211
Prime Capital Investment Advisors
Kansas
$3.16M +$2.73M +61,991 +396%
DAS
212
Diversify Advisory Services
Utah
$3.13M +$455K +10,328 +15%
VA
213
VestGen Advisors
Illinois
$3.12M +$3.38M +76,632 New
GC
214
Grimes & Company
Massachusetts
$3.11M -$104K -2,358 -3%
SWM
215
SilverOak Wealth Management
Minnesota
$3.11M +$254K +5,759 +8%
CWP
216
Cyndeo Wealth Partners
Florida
$3.08M +$1.6M +36,227 +92%
SFA
217
Sequoia Financial Advisors
Ohio
$3.05M +$126K +2,853 +4%
MWM
218
Modera Wealth Management
New Jersey
$3.03M -$117K -2,652 -3%
NYLIM
219
New York Life Investment Management
New York
$3.03M +$155K +3,527 +5%
CPIG
220
Chicago Partners Investment Group
Illinois
$3.02M +$476K +10,799 +17%
MFG
221
Marmo Financial Group
Tennessee
$3.02M -$365K -8,290 -10%
DC
222
Destiny Capital
Colorado
$3.02M -$826K -18,762 -20%
LSL
223
Legacy Solutions LLC
Pennsylvania
$2.99M +$111K +2,520 +4%
RCM
224
RMR Capital Management
California
$2.98M +$12.6K +285 +0.4%
MHS
225
M Holdings Securities
Oregon
$2.94M -$29.4K -667 -0.9%
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