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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
251
Compass Financial Advisors
Indiana
$523K +$14.7K +349 +3%
GC
252
Gilbert & Cook
Iowa
$521K +$126 +3 +0%
JMPWA
253
JP Morgan Private Wealth Advisors
California
$511K +$2.15K +51 +0.4%
SW
254
Simplicity Wealth
New Jersey
$510K -$210K -4,998 -29%
CAAS
255
Capital Asset Advisory Services
Michigan
$503K -$39.9K -947 -7%
CA
256
CGN Advisors
Kansas
$472K +$16.5K +392 +4%
CPA
257
Capital Planning Advisors
California
$472K +$472K +11,211 New
RTS
258
Round Table Services
New Jersey
$464K -$147K -3,491 -24%
BWM
259
BCS Wealth Management
Tennessee
$458K
SFG
260
SNS Financial Group
Minnesota
$448K
CP
261
Castleview Partners
Texas
$444K +$445K +10,572 New
SL
262
SWMG LLC
Texas
$440K +$28K +664 +7%
Cetera Investment Advisers
263
Cetera Investment Advisers
Illinois
$436K -$396K -9,399 -48%
MSAM
264
Moloney Securities Asset Management
Missouri
$436K -$16.8K -398 -4%
MWM
265
MBE Wealth Management
Wisconsin
$432K +$5.3K +126 +1%
VDBMI
266
Van Den Berg Management I
Texas
$429K -$131K -3,103 -23%
NCM
267
Noesis Capital Mangement
Florida
$421K -$13.3K -315 -3%
Koshinski Asset Management
268
Koshinski Asset Management
Illinois
$420K +$16K +379 +4%
MWC
269
MBM Wealth Consultants
Missouri
$419K +$419K +9,955 New
CCFCSB
270
Cape Cod Five Cents Savings Bank
Massachusetts
$412K +$412K +9,792 New
Janney Montgomery Scott
271
Janney Montgomery Scott
Pennsylvania
$404K +$156K +3,709 +63%
PFGIA
272
Patriot Financial Group Insurance Agency
Massachusetts
$399K +$17.7K +420 +5%
TPCW
273
TD Private Client Wealth
New York
$397K -$45.8K -1,089 -10%
SEA
274
Stegent Equity Advisors
Texas
$387K -$8.04K -191 -2%
AAS
275
Avantax Advisory Services
Texas
$386K +$7.91K +188 +2%