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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
226
Stewardship Advisors
Pennsylvania
$341K
SFG
227
SNS Financial Group
Minnesota
$340K -$8.38K -193 -2%
MA
228
Mutual Advisors
Nebraska
$339K +$106K +2,436 +46%
VAS
229
Vestmark Advisory Solutions
Massachusetts
$337K +$333K +7,677 New
MCWS
230
McKinley Carter Wealth Services
West Virginia
$333K -$21.8K -503 -6%
Comerica Bank
231
Comerica Bank
Texas
$333K
UFA
232
US Financial Advisors
Massachusetts
$331K -$12.8K -295 -4%
FFW
233
Fusion Family Wealth
New York
$331K +$312K +7,181 +2,006%
NAS
234
Nicolet Advisory Services
Wisconsin
$313K -$10.8K -249 -3%
GL
235
Graypoint LLC
New York
$312K
ISWM
236
Independent Solutions Wealth Management
New York
$312K +$24.8K +572 +9%
KAS
237
Kestra Advisory Services
Texas
$309K -$2.03M -46,784 -87%
KCPG
238
Kavar Capital Partners Group
Kansas
$299K +$4.34K +100 +1%
CFP
239
Curran Financial Partners
South Carolina
$292K +$43 +1 +0%
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$292K +$265K +6,096 +1,098%
NA
241
Nottingham Advisors
New York
$290K -$277K -6,387 -49%
MWM
242
Meridian Wealth Management
Kentucky
$285K +$87 +2 +0%
CC
243
Cedar Capital
Illinois
$280K +$35.1K +809 +15%
PMAS
244
PNC Managed Account Solutions
Texas
$278K +$274K +6,315 New
AWM
245
Avior Wealth Management
Nebraska
$275K -$39.1K -899 -13%
BMD
246
Better Money Decisions
New Mexico
$260K +$695 +16 +0.3%
VHAM
247
Van Hulzen Asset Management
California
$260K +$2.61K +60 +1%
SPC
248
Sigma Planning Corp
Michigan
$257K +$254K +5,843 New
VC
249
Vicus Capital
Pennsylvania
$252K +$249K +5,741 New
VIP
250
Vantage Investment Partners
Missouri
$251K +$2.08K +48 +0.8%