We are live on ! Find out more
SPSM icon

State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIP
226
Blueprint Investment Partners
North Carolina
$365K -$12K -280 -3%
PFM
227
Parsec Financial Management
North Carolina
$359K -$37.7K -881 -10%
Comerica Bank
228
Comerica Bank
Texas
$353K
AO
229
Advisor OS
Illinois
$352K -$28.2K -659 -7%
FIM
230
Fernwood Investment Management
Massachusetts
$350K
SA
231
Stewardship Advisors
Pennsylvania
$329K -$2.14K -50 -0.6%
FFW
232
Fusion Family Wealth
New York
$329K +$7.71K +180 +2%
SFG
233
SNS Financial Group
Minnesota
$328K -$1.89K -44 -0.6%
UFA
234
US Financial Advisors
Massachusetts
$324K +$3.26K +76 +1%
MCWS
235
McKinley Carter Wealth Services
West Virginia
$322K -$1.07K -25 -0.3%
TFGT
236
TS Financial Group (TSFG)
Illinois
$321K +$184K +4,300 +132%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$309K +$26.7K +622 +9%
GL
238
Graypoint LLC
New York
$302K +$86 +2 +0%
CGFA
239
Colton Groome Financial Advisors
North Carolina
$292K +$294K +6,860 New
CC
240
Cedar Capital
Illinois
$291K +$20.3K +474 +7%
BF
241
BOK Financial
Oklahoma
$288K +$290K +6,770 New
ISWM
242
Independent Solutions Wealth Management
New York
$287K -$15.1K -353 -5%
NAS
243
Nicolet Advisory Services
Wisconsin
$282K -$21K -490 -7%
ASN
244
Advisory Services Network
Georgia
$277K +$95.6K +2,231 +52%
MWM
245
Meridian Wealth Management
Kentucky
$276K +$171 +4 +0.1%
CFP
246
Curran Financial Partners
South Carolina
$272K -$9.47K -221 -3%
VC
247
Vicus Capital
Pennsylvania
$268K +$23.4K +546 +10%
CPIG
248
Chicago Partners Investment Group
Illinois
$264K +$243K +5,666 New
SPC
249
Sigma Planning Corp
Michigan
$262K +$12.9K +302 +5%
WSTAM
250
Wilbanks Smith & Thomas Asset Management
Virginia
$256K +$258K +6,017 New