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State Street SPDR S&P 600 Small Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
326
Prospera Financial Services
Texas
$295K +$13.3K +159 +5%
LIA
327
LBMC Investment Advisors
Tennessee
$293K +$502 +6 +0.2%
VFIC
328
Valley Forge Investment Consultants
Pennsylvania
$291K -$79.3K -949 -22%
Corient Private Wealth
329
Corient Private Wealth
Florida
$285K -$5.1K -61 -2%
BPW
330
BLVD Private Wealth
Kentucky
$284K +$268K +3,205 New
ODIJL
331
One Day In July LLC
Vermont
$284K +$268K +3,200 New
GT
332
Glenview Trust
Kentucky
$282K -$3.68K -44 -1%
BFA
333
Bragg Financial Advisors
North Carolina
$279K +$60.7K +726 +30%
HAG
334
HF Advisory Group
Maryland
$278K +$18.9K +226 +8%
BTWM
335
Baker Tilly Wealth Management
Wisconsin
$275K -$94.4K -1,129 -27%
RSS
336
Rosenblum Silverman Sutton
California
$274K +$51.4K +615 +25%
FIA
337
Foundations Investment Advisors
Arizona
$274K +$46.4K +555 +22%
CL
338
CVFG LLC
Indiana
$266K
WFP
339
Wrenne Financial Planning
Kentucky
$265K -$9.2K -110 -4%
SLC
340
Second Line Capital
Louisiana
$265K +$167 +2 +0.1%
PNC Financial Services Group
341
PNC Financial Services Group
Pennsylvania
$260K -$5.94K -71 -2%
JGIA
342
Jackson Grant Investment Advisers
Connecticut
$255K +$669 +8 +0.3%
PCIA
343
Prime Capital Investment Advisors
Kansas
$251K -$1.19M -14,219 -83%
OGF
344
Orin Green Financial
California
$249K
SAI
345
Savvy Advisors Inc
New York
$246K +$231K +2,768 New
SA
346
Sovran Advisors
California
$243K +$226K +2,699 New
MWM
347
Mascagni Wealth Management
Mississippi
$237K -$2.42K -29 -1%
NL
348
Navalign LLC
California
$236K -$151K -1,801 -40%
RIL
349
Rothschild Investment LLC
Illinois
$236K
BWM
350
BCGM Wealth Management
Indiana
$235K -$42.9K -513 -16%