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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
276
Kelly Financial Services
Massachusetts
$135K +$108K +2,529 +391%
TA
277
Tectonic Advisors
Texas
$129K +$129K +3,018 New
TCWM
278
Total Clarity Wealth Management
Illinois
$126K +$127K +2,955 New
William Blair & Company
279
William Blair & Company
Illinois
$121K
GI
280
Gradient Investments
Minnesota
$114K -$245K -5,725 -68%
HFS
281
Horizon Financial Services
North Carolina
$114K +$54.4K +1,270 +90%
KFI
282
Key Financial Inc
Pennsylvania
$112K +$11.6K +270 +11%
AF
283
Advisornet Financial
Minnesota
$108K +$300 +7 +0.3%
RIM
284
Rockbridge Investment Management
New York
$102K
Fidelity Investments
285
Fidelity Investments
Massachusetts
$94K +$22.1K +516 +31%
TIM
286
Tortoise Investment Management
New York
$87K
ANBT
287
American National Bank & Trust
Texas
$85K +$85.3K +1,990 New
PP
288
PrairieView Partners
Minnesota
$82K
FWP
289
FAS Wealth Partners
Kansas
$82K +$45.3K +1,058 +124%
BA
290
Bellwether Advisors
Nebraska
$73K -$11.4K -266 -13%
ADL
291
Asset Dedication LLC
California
$72K +$4.76K +111 +7%
AIA
292
Armor Investment Advisors
North Carolina
$70K
SFP
293
Sterling Financial Planning
New Jersey
$64K +$32.1K +750 +100%
OSNBOA
294
Old Second National Bank of Aurora
Illinois
$63K +$1.41K +33 +2%
RCA
295
Ranch Capital Advisors
Florida
$63K +$13.3K +310 +26%
JWA
296
JFS Wealth Advisors
Pennsylvania
$60K -$69.6K -1,624 -53%
HWMA
297
Heritage Wealth Management (Arizona)
Arizona
$55K -$6.43K -150 -10%
Fifth Third Bancorp
298
Fifth Third Bancorp
Ohio
$54K
CCM
299
Covington Capital Management
California
$46K +$46.4K +1,084 New
CI
300
CX Institutional
Indiana
$36K -$17.5K -409 -33%