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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
T
226
TRUADVICE
Florida
$603K -$663K -17,088 -53%
CGFA
227
Colton Groome Financial Advisors
North Carolina
$601K +$125K +3,215 +24%
BCI
228
Brinker Capital Investments
Pennsylvania
$596K -$30.4K -782 -5%
UAS
229
United Asset Strategies
New York
$596K +$296K +7,616 +85%
CPIG
230
Chicago Partners Investment Group
Illinois
$590K +$5.24K +135 +0.9%
WMR
231
Wealth Management Resources
Rhode Island
$573K +$5.05K +130 +0.8%
PP
232
Pegasus Partners
Wisconsin
$569K +$614K +15,821 New
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$554K +$50K +1,288 +9%
CIS
234
Continental Investors Services
Washington
$549K +$1.24K +32 +0.2%
TFA
235
Transamerica Financial Advisors
Florida
$546K +$588K +15,155 New
LSAG
236
Lake Street Advisors Group
New Hampshire
$540K +$2.44K +63 +0.4%
CWM
237
Cedar Wealth Management
California
$539K -$149K -3,827 -20%
SPA
238
Sentinel Pension Advisors
Massachusetts
$536K +$1.94K +50 +0.3%
FWM
239
Fingerlakes Wealth Management
New York
$531K +$8.42K +217 +1%
FPW
240
Flagship Private Wealth
Massachusetts
$527K -$116K -2,983 -17%
CCM
241
Coldstream Capital Management
Washington
$524K -$119K -3,063 -17%
OIA
242
OneDigital Investment Advisors
Kansas
$520K +$42.3K +1,090 +8%
HSG
243
Helen Stephens Group
Texas
$513K -$8K -206 -1%
CFA
244
Compass Financial Advisors
Indiana
$498K +$54.5K +1,404 +11%
Renaissance Technologies
245
Renaissance Technologies
New York
$489K -$85.4K -2,200 -14%
TA
246
TKG Advisors
Indiana
$488K +$28.1K +725 +6%
KFS
247
Kelly Financial Services
Massachusetts
$485K +$256K +6,594 +96%
AC
248
Apella Capital
Connecticut
$485K -$76.8K -1,978 -13%
JMPWA
249
JP Morgan Private Wealth Advisors
California
$482K +$47.7K +1,230 +10%
PFA
250
Professional Financial Advisors
Nebraska
$474K -$141K -3,643 -22%