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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
251
J.W. Cole Advisors
Florida
$235K +$226K +5,550 New
AP
252
Advisor Partners
California
$229K -$9.13K -224 -4%
MGIA
253
Moneta Group Investment Advisors
Missouri
$228K -$40.9K -1,003 -16%
PPA
254
Parametric Portfolio Associates
Washington
$226K +$218K +5,353 New
MA
255
Mutual Advisors
Nebraska
$223K +$215K +5,285 New
PFG
256
Pacific Financial Group
Washington
$217K +$209K +5,139 New
AIM
257
Anchor Investment Management
South Carolina
$211K
BAM
258
Belpointe Asset Management
Nevada
$209K +$25.6K +629 +15%
FC
259
Forte Capital
New York
$203K +$196K +4,809 New
AF
260
Aldebaran Financial
$202K +$195K +4,780 New
CFD
261
Creative Financial Designs
Indiana
$195K +$23.4K +575 +14%
EK
262
Evensky & Katz
Florida
$170K +$163 +4 New
JWA
263
JFS Wealth Advisors
Pennsylvania
$129K +$41 +1 +0%
HBT
264
Hills Bank & Trust
Iowa
$123K
AF
265
Advisornet Financial
Minnesota
$111K -$367 -9 -0.3%
MCC
266
Money Concepts Capital
Florida
$111K
RIM
267
Rockbridge Investment Management
New York
$110K -$1.02K -25 -1%
WP
268
WealthShield Partners
North Carolina
$95K +$91.4K +2,242 New
William Blair & Company
269
William Blair & Company
Illinois
$94K +$79.5K +1,950 +694%
TIM
270
Tortoise Investment Management
New York
$87K
BA
271
Bellwether Advisors
Nebraska
$84K
TFGT
272
TS Financial Group (TSFG)
Illinois
$84K +$80.8K +1,984 New
PP
273
PrairieView Partners
Minnesota
$81K -$2.04K -50 -3%
CG
274
Cutler Group
California
$79K +$27.7K +680 +57%
EP
275
Eudaimonia Partners
Tennessee
$75K +$33.7K +826 +87%