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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RF
226
RetireMitten Financial
Michigan
$4.12M +$4.22M +85,201 New
1WM
227
1900 Wealth Management
Texas
$4.07M -$135K -2,736 -3%
SAW
228
Signal Advisors Wealth
Michigan
$4.07M -$561K -11,328 -12%
CWM
229
Compass Wealth Management
Connecticut
$4.02M +$120K +2,419 +3%
DI
230
DDFG Inc
California
$3.98M +$176K +3,558 +5%
Mercer Global Advisors
231
Mercer Global Advisors
Colorado
$3.9M +$1.29M +25,968 +47%
CPIG
232
Chicago Partners Investment Group
Illinois
$3.89M +$175K +3,541 +5%
MA
233
MONECO Advisors
Connecticut
$3.8M +$301K +6,073 +8%
GM
234
GeoWealth Management
Illinois
$3.79M +$2.56M +51,744 +193%
PIA
235
Perennial Investment Advisors
California
$3.77M -$208K -4,201 -5%
OWP
236
Obermeyer Wealth Partners
Colorado
$3.76M -$427K -8,633 -10%
RCP
237
Roan Capital Partners
Tennessee
$3.71M +$3.8M +76,838 New
SWA
238
Stratos Wealth Advisors
Ohio
$3.71M +$755K +15,243 +25%
HFS
239
Hughes Financial Services
Virginia
$3.71M -$104K -2,091 -3%
BFS
240
Bradley Foster & Sargent
Connecticut
$3.7M -$474K -9,569 -11%
SFMG
241
Sage Financial Management Group
Virginia
$3.7M +$113K +2,277 +3%
AI
242
Atria Investments
North Carolina
$3.68M -$176K -3,559 -4%
SPIA
243
Steward Partners Investment Advisory
New York
$3.6M +$1.91M +38,608 +107%
LSL
244
Legacy Solutions LLC
Pennsylvania
$3.6M -$248K -5,012 -6%
SF
245
Summit Financial
New Jersey
$3.58M +$2.54M +51,377 +227%
UCM
246
Up Capital Management
California
$3.57M +$3.66M +73,872 New
Jones Financial Companies
247
Jones Financial Companies
Missouri
$3.52M +$1.62M +32,696 +78%
Citigroup
248
Citigroup
New York
$3.5M +$3.57M +72,216 +33,127%
GSC
249
G&S Capital
Colorado
$3.49M +$1.08M +21,853 +43%
IA
250
IFP Advisors
Florida
$3.47M +$331K +6,695 +10%