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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
226
Wealth Advisory Solutions
Indiana
$2.93M +$98K +2,224 +3%
BRWA
227
B. Riley Wealth Advisors
Florida
$2.93M +$581K +13,190 +23%
NA
228
Nottingham Advisors
New York
$2.92M +$615K +13,972 +24%
Focus Partners Wealth
229
Focus Partners Wealth
Massachusetts
$2.92M -$210K -4,775 -6%
CGFA
230
Colton Groome Financial Advisors
North Carolina
$2.9M -$598K -13,570 -15%
CL
231
CVFG LLC
Indiana
$2.88M +$183K +4,156 +6%
GF
232
Goodman Financial
Texas
$2.87M +$87.1K +1,977 +3%
DI
233
DDFG Inc
California
$2.87M +$237K +5,369 +8%
Lido Advisors
234
Lido Advisors
California
$2.87M +$529K +12,010 +21%
BWS
235
Broadway Wealth Solutions
Texas
$2.86M +$313K +7,109 +11%
CIBC Private Wealth Group
236
CIBC Private Wealth Group
Georgia
$2.86M -$465K -10,565 -12%
ACM
237
AlphaStar Capital Management
North Carolina
$2.85M -$7.59M -172,331 -71%
AAS
238
Annex Advisory Services
Wisconsin
$2.81M -$4.1M -93,089 -57%
SFS
239
Sowell Financial Services
Arkansas
$2.8M +$281K +6,369 +10%
OWM
240
Olympus Wealth Management
Utah
$2.77M +$3M +68,038 New
LSWP
241
Liberty Square Wealth Partners
Pennsylvania
$2.68M -$177K -4,014 -6%
NFC
242
Northeast Financial Consultants
Connecticut
$2.68M -$104K -2,367 -3%
Mercer Global Advisors
243
Mercer Global Advisors
Colorado
$2.66M -$340K -7,712 -11%
CAL
244
Capital Analysts LLC
Pennsylvania
$2.65M -$39.3M -891,966 -93%
SAM
245
Sherman Asset Management
California
$2.65M +$237K +5,372 +9%
DI
246
Disciplined Investors
Texas
$2.63M -$62.9K -1,427 -2%
MF
247
Meridian Financial
Massachusetts
$2.62M +$101K +2,298 +4%
WCFA
248
Walkner Condon Financial Advisors
Wisconsin
$2.61M -$4.41M -100,084 -61%
CWM
249
Compass Wealth Management
Connecticut
$2.6M +$243K +5,515 +9%
CWP
250
CFM Wealth Partners
Texas
$2.59M -$14.4K -326 -0.5%