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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
226
SNS Financial Group
Minnesota
$335K -$5.71K -140 -2%
PFGIA
227
Patriot Financial Group Insurance Agency
Massachusetts
$333K +$56.4K +1,385 +21%
UFA
228
US Financial Advisors
Massachusetts
$331K +$22.7K +556 +8%
BUB
229
BBVA USA Bancshares
Texas
$330K -$69.4K -1,703 -18%
DWM
230
Dakota Wealth Management
Florida
$330K -$59.7K -1,464 -16%
SA
231
Stewardship Advisors
Pennsylvania
$328K -$7.66K -188 -2%
NAS
232
Nicolet Advisory Services
Wisconsin
$311K -$40.7K -999 -12%
BF
233
BOK Financial
Oklahoma
$305K +$294K +7,226 New
GL
234
Graypoint LLC
New York
$300K +$2.28K +56 +0.8%
AWM
235
Avior Wealth Management
Nebraska
$286K -$97K -2,380 -26%
NA
236
NewEdge Advisors
Louisiana
$284K -$62.5K -1,533 -19%
KCPG
237
Kavar Capital Partners Group
Kansas
$283K
CFP
238
Curran Financial Partners
South Carolina
$280K -$978 -24 -0.4%
ISWM
239
Independent Solutions Wealth Management
New York
$276K -$65.5K -1,608 -20%
MWM
240
Meridian Wealth Management
Kentucky
$274K +$264K +6,477 New
Cetera Investment Advisers
241
Cetera Investment Advisers
Illinois
$264K +$254K +6,239 New
Fisher Asset Management
242
Fisher Asset Management
Washington
$264K +$255K +6,250 New
DI
243
DFPG Investments
Utah
$263K -$15.6K -382 -6%
YAL
244
Your Advocates Ltd
Texas
$260K -$139K -3,417 -36%
BMD
245
Better Money Decisions
New Mexico
$249K +$240K +5,890 New
VHAM
246
Van Hulzen Asset Management
California
$247K -$18.7K -459 -7%
AFG
247
Affinia Financial Group
Massachusetts
$242K -$5.22K -128 -2%
VIP
248
Vantage Investment Partners
Missouri
$240K
PFA
249
Peak Financial Advisors
Colorado
$240K +$231K +5,674 New
CC
250
Cedar Capital
Illinois
$235K -$20.3K -498 -8%