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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
226
Moneta Group Investment Advisors
Missouri
$229K +$205K +6,397 New
VHAM
227
Van Hulzen Asset Management
California
$226K -$34.6K -1,080 -15%
EH
228
Equitable Holdings
New York
$226K +$202K +6,299 New
Jane Street
229
Jane Street
New York
$220K +$197K +6,158 New
CC
230
Cedar Capital
Illinois
$217K +$194K +6,050 New
AFG
231
Affinia Financial Group
Massachusetts
$204K -$55.6K -1,737 -23%
VIP
232
Vantage Investment Partners
Missouri
$203K -$376K -11,753 -67%
AP
233
Advisor Partners
California
$202K +$181K +5,635 New
AIM
234
Anchor Investment Management
South Carolina
$179K
BAM
235
Belpointe Asset Management
Nevada
$155K +$139K +4,333 New
CFD
236
Creative Financial Designs
Indiana
$145K -$1.95K -61 -1%
TRCT
237
Tower Research Capital (TRC)
New York
$143K -$190K -5,921 -60%
ASN
238
Advisory Services Network
Georgia
$126K -$592K -18,490 -84%
PWM
239
Perigon Wealth Management
California
$113K +$101K +3,158 New
JWA
240
JFS Wealth Advisors
Pennsylvania
$109K +$1.15K +36 +1%
GRP
241
Global Retirement Partners
California
$109K +$76.4K +2,384 +354%
HBT
242
Hills Bank & Trust
Iowa
$104K +$92.9K +2,899 New
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$98K +$48K +1,497 +122%
AF
244
Advisornet Financial
Minnesota
$95K -$3.72K -116 -4%
RIM
245
Rockbridge Investment Management
New York
$94K -$158K -4,933 -65%
MCC
246
Money Concepts Capital
Florida
$94K +$84.1K +2,627 New
TIM
247
Tortoise Investment Management
New York
$73K
PP
248
PrairieView Partners
Minnesota
$71K
BA
249
Bellwether Advisors
Nebraska
$71K +$64.2K +2,003 New
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$68K +$21.8K +681 +56%