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State Street SPDR S&P 600 Small Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPW
276
Flagship Private Wealth
Massachusetts
$452K +$6.35K +76 +2%
CA
277
Clearstead Advisors
Ohio
$447K -$920 -11 -0.2%
HPM
278
Hudson Portfolio Management
New York
$445K -$23.4K -280 -5%
WLPWM
279
Walled Lake Planning & Wealth Management
Illinois
$442K -$72.3K -865 -15%
TYCC
280
Texas Yale Capital Corp
Florida
$440K
SCA
281
Sandy Cove Advisors
Massachusetts
$436K -$39K -467 -9%
SMF
282
Scott Marsh Financial
Utah
$433K +$408K +4,880 New
EFS
283
Essex Financial Services
Connecticut
$432K -$2.26K -27 -0.6%
HI
284
Horizon Investments
North Carolina
$429K +$77.8K +931 +24%
DAS
285
Diversify Advisory Services
Utah
$429K -$369K -4,410 -49%
LFA
286
Laraway Financial Advisors
Minnesota
$420K -$29.3K -350 -7%
PFGIA
287
Patriot Financial Group Insurance Agency
Massachusetts
$418K -$45.9K -549 -10%
WPW
288
Waldron Private Wealth
Pennsylvania
$406K
IWP
289
IAG Wealth Partners
Wisconsin
$404K +$367K +4,388 +2,612%
FC
290
Fairscale Capital
New Hampshire
$404K +$19.9K +238 +6%
TPW
291
Tiller Private Wealth
Pennsylvania
$397K -$45.1K -540 -11%
EWA
292
EP Wealth Advisors
California
$390K -$88.1K -1,054 -19%
William Blair & Company
293
William Blair & Company
Illinois
$388K +$10.1K +121 +3%
AFGAS
294
Allegiance Financial Group Advisory Services
Virginia
$373K +$8.61K +103 +3%
BCIM
295
Bishop & Co Investment Management
Pennsylvania
$367K +$346K +4,138 New
Belvedere Trading
296
Belvedere Trading
Illinois
$364K +$343K +4,100 New
BEI
297
Benjamin Edwards Inc
Missouri
$363K -$21.7M -259,032 -98%
CCWM
298
Cassaday & Co Wealth Management
Virginia
$362K
FWP
299
Falcon Wealth Planning
California
$358K -$40.3K -482 -11%
MF
300
Meridian Financial
Massachusetts
$358K +$14.5K +173 +4%