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State Street SPDR S&P 600 Small Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$5.53M +$1.22M +13,492 +29%
PWG
77
Portside Wealth Group
Utah
$5.46M +$539K +5,982 +11%
ML
78
McAdam LLC
Pennsylvania
$5.43M -$1.28M -14,229 -20%
PSF
79
Pacific Sun Financial
California
$5.15M -$42.3K -469 -0.8%
D
80
Diversified
Delaware
$5.04M +$203K +2,258 +4%
DE
81
Diversified Enterprises
Delaware
$5.04M +$4.88M +54,137 New
BBW
82
Blue Barn Wealth
Utah
$4.91M +$135K +1,495 +3%
WFPG
83
Waller Financial Planning Group
Ohio
$4.9M +$238K +2,638 +5%
Creative Planning
84
Creative Planning
Kansas
$4.83M -$130K -1,443 -3%
SWA
85
Strategies Wealth Advisors
Michigan
$4.83M +$16.7K +185 +0.4%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$4.82M +$1.34M +14,900 +40%
ACA
87
Aptus Capital Advisors
Alabama
$4.8M +$856K +9,502 +23%
Charles Schwab
88
Charles Schwab
California
$4.78M -$228K -2,526 -5%
BC
89
Barrett & Company
Rhode Island
$4.77M +$47.1K +523 +1%
WP
90
WealthShield Partners
North Carolina
$4.75M +$293K +3,254 +7%
IFA
91
Interactive Financial Advisors
Illinois
$4.72M +$26.3K +292 +0.6%
KWM
92
Kingsview Wealth Management
Oregon
$4.66M +$1.44M +16,013 +47%
PFPT
93
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.64M +$6.31K +70 +0.1%
WIC
94
Whitegate Investment Counselors
New Hampshire
$4.52M +$7.39K +82 +0.2%
DWM
95
Dakota Wealth Management
Florida
$4.51M -$1.47M -16,339 -25%
NECFA
96
New England Capital Financial Advisors
Connecticut
$4.35M +$76.2K +846 +2%
Goldman Sachs
97
Goldman Sachs
New York
$4.3M -$3.87M -42,982 -48%
AAS
98
Avantax Advisory Services
Texas
$4.25M +$764K +8,475 +23%
SWM
99
Spire Wealth Management
Virginia
$4.21M +$17.7K +196 +0.4%
IWC
100
Integrated Wealth Concepts
Massachusetts
$4.13M +$863K +9,575 +28%