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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPW
226
Catalyst Private Wealth
California
$1.75M +$92.7K +2,493 +6%
IFPG
227
Intrepid Financial Planning Group
Indiana
$1.74M -$15.3K -412 -0.9%
CGA
228
Crescent Grove Advisors
Illinois
$1.74M +$33.8K +910 +2%
GSC
229
G&S Capital
Colorado
$1.73M -$235K -6,322 -12%
MF
230
Meridian Financial
Massachusetts
$1.72M +$572K +15,377 +53%
GSIS
231
Global Strategic Investment Solutions
Arizona
$1.72M +$1.9K +51 +0.1%
JWCA
232
J.W. Cole Advisors
Florida
$1.72M +$1.64M +44,211 New
WMG
233
WESCAP Management Group
California
$1.71M -$336K -9,033 -17%
DI
234
DDFG Inc
California
$1.71M +$39K +1,050 +2%
TFA
235
Transamerica Financial Advisors
Florida
$1.7M +$2.08K +56 +0.1%
TDWM
236
Topel & Distasi Wealth Management
California
$1.69M
SWA
237
Stratos Wealth Advisors
Ohio
$1.68M +$121K +3,266 +8%
KAM
238
Knightsbridge Asset Management
California
$1.68M -$1.48M -39,798 -48%
NB
239
Northwest Bancshares
Pennsylvania
$1.65M +$1.58M +42,547 New
PP
240
Pegasus Partners
Wisconsin
$1.65M +$438K +11,779 +39%
ECG
241
Edge Capital Group
Georgia
$1.64M +$1.57M +42,305 New
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$1.63M +$1.28M +34,439 +454%
FEG
243
Fund Evaluation Group
Ohio
$1.62M +$1.55M +41,823 New
CPIG
244
Chicago Partners Investment Group
Illinois
$1.61M -$221K -5,947 -13%
SB
245
Strategic Blueprint
Georgia
$1.59M -$13.1K -352 -0.9%
DWM
246
Defined Wealth Management
Oregon
$1.57M +$1.5M +40,399 New
LCM
247
Lunt Capital Management
Utah
$1.53M +$1.46M +39,329 New
CWP
248
Cyndeo Wealth Partners
Florida
$1.52M +$1.45M +39,016 New
IGWM
249
ICA Group Wealth Management
Colorado
$1.5M +$1.06M +28,395 +277%
PRS
250
Pinkerton Retirement Specialists
Idaho
$1.49M +$1.43M +38,352 New