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
PPP
226
Private Portfolio Partners
New Jersey
$845K +$43.6K +1,164 +5%
SWM
227
Seaside Wealth Management
California
$836K -$7.79K -208 -0.9%
BCG
228
Breakwater Capital Group
New Jersey
$821K +$832K +22,214 New
WAOI
229
Wealth Advisors of Iowa
Iowa
$816K +$827K +22,085 New
OGF
230
Orin Green Financial
California
$812K +$26.3K +701 +3%
MI
231
Moneywise Inc
Virginia
$810K -$46.9K -1,253 -5%
FMN
232
Financial Management Network
California
$771K -$7.49K -200 -1%
AF
233
Aldebaran Financial
$770K -$249K -6,658 -24%
HVIA
234
Hudson Valley Investment Advisors
New York
$768K +$36.8K +983 +5%
MF
235
Meridian Financial
Massachusetts
$765K +$17.6K +469 +2%
AWA
236
Alta Wealth Advisors
Massachusetts
$764K +$317K +8,465 +69%
MWM
237
Modera Wealth Management
New Jersey
$747K -$121K -3,218 -14%
CWM
238
Compass Wealth Management
Connecticut
$739K +$749K +20,001 New
CF
239
Corrigan Financial
Rhode Island
$737K +$2.92K +78 +0.4%
SEI Investments
240
SEI Investments
Pennsylvania
$719K -$120K -3,212 -14%
BC
241
Brio Consultants
California
$711K -$25.8K -689 -3%
MFA
242
McClarren Financial Advisors
Pennsylvania
$703K -$2.21K -59 -0.3%
SFP
243
Shepherd Financial Partners
Massachusetts
$681K +$78.9K +2,106 +13%
RSA
244
River Street Advisors
Illinois
$675K +$684K +18,269 New
HWA
245
Heartwood Wealth Advisors
Virginia
$675K +$684K +18,261 New
IWMA
246
Ironwood Wealth Management (Arizona)
Arizona
$675K +$592K +15,797 +644%
CPA
247
Capital Planning Advisors
California
$641K +$150K +4,007 +30%
LSAG
248
Lake Street Advisors Group
New Hampshire
$624K +$67.6K +1,805 +12%
CIAS
249
Capital Investment Advisory Services
North Carolina
$620K -$48K -1,282 -7%
RFG
250
Range Financial Group
Oregon
$614K -$75.3K -2,010 -11%