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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
226
Toth Financial Advisory
Virginia
$3K – – –
VRM
227
Vectors Research Management
New York
$3K – – –
PWMG
228
Prestige Wealth Management Group
New Jersey
$2K -$147K -5,054 -99%
PA
229
Parallel Advisors
California
$2K – – –
GRP
230
Global Retirement Partners
California
$2K +$667 +23 +50%
OPS
231
Orion Portfolio Solutions
Nebraska
$2K +$1.85K +64 +278%
GEA
232
Glen Eagle Advisors
New Jersey
$1.09K -$8.26K -285 -85%
CCM
233
Cribstone Capital Management
Maine
$1K – – –
FWM
234
Focused Wealth Management
New York
$1K – – –
LPWM
235
Lake Point Wealth Management
Texas
$1K – – –
TWA
236
TCI Wealth Advisors
Arizona
$1K – – –
EW
237
Evoke Wealth
California
$830 +$1.1K +38 New
CSIA
238
Charles Schwab Investment Advisory
California
– -$166M -5,073,226 Closed
VBFP
239
Valtinson Bruner Financial Planning
Minnesota
– -$2.59M -79,519 Closed
LI
240
LVZ Inc
Michigan
– -$1.75M -53,616 Closed
LFA
241
Legend Financial Advisors
Pennsylvania
– -$1.66M -50,712 Closed
VIM
242
Vista Investment Management
Pennsylvania
– -$1.52M -46,727 Closed
CPA
243
Clear Perspective Advisors
Illinois
– -$1.16M -35,487 Closed
LF
244
Lantz Financial
Illinois
– -$1.14M -34,879 Closed
PA
245
Paragon Advisors
Texas
– -$923K -28,430 Closed
BIP
246
Blueprint Investment Partners
North Carolina
– -$680K -20,826 Closed
AWM
247
Affinity Wealth Management
Delaware
– -$633K -19,412 Closed
MSAM
248
Moloney Securities Asset Management
Missouri
– -$559K -17,126 Closed
Susquehanna International Group
249
Susquehanna International Group
Pennsylvania
– -$515K -15,786 Closed
Janney Montgomery Scott
250
Janney Montgomery Scott
Pennsylvania
– -$482K -14,765 Closed