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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIS
276
Continental Investors Services
Washington
$564K -$7.22K -185 -1%
FWM
277
Fingerlakes Wealth Management
New York
$558K +$1.91K +49 +0.3%
OC
278
Oppenheimer & Co
New York
$553K +$121K +3,098 +27%
SPA
279
Sentinel Pension Advisors
Massachusetts
$553K +$1.64K +42 +0.3%
T
280
TRUADVICE
Florida
$546K +$234K +5,990 +67%
WEG
281
World Equity Group
Illinois
$545K -$664 -17 -0.1%
CPA
282
Capital Planning Advisors
California
$541K -$117K -3,009 -17%
NA
283
Nottingham Advisors
New York
$537K +$45.3K +1,161 +9%
NFP
284
Narus Financial Partners
Utah
$534K -$9.88K -253 -2%
Walleye Capital
285
Walleye Capital
New York
$520K +$538K +13,768 New
Bank of New York Mellon
286
Bank of New York Mellon
New York
$517K +$48.8K +1,251 +10%
AWM
287
Adams Wealth Management
Utah
$514K +$532K +13,619 New
ICM
288
Islay Capital Management
Texas
$514K -$3.21M -82,277 -86%
SS
289
Simplicity Solutions
Minnesota
$512K -$103K -2,629 -16%
BCFS
290
Butensky & Cohen Financial Security
Florida
$500K +$9.84K +252 +2%
RFN
291
Redwood Financial Network
Ohio
$496K +$64.1K +1,642 +14%
FPW
292
Flagship Private Wealth
Massachusetts
$494K +$78 +2 +0%
CA
293
CGN Advisors
Kansas
$490K +$30.7K +786 +6%
PAG
294
Paladin Advisory Group
Iowa
$478K +$494K +12,665 New
AAS
295
Avantax Advisory Services
Texas
$476K +$92.6K +2,373 +23%
SL
296
Sentinus LLC
Illinois
$467K +$482K +12,354 New
BPFA
297
Barnes Pettey Financial Advisors
Mississippi
$466K +$10.7K +275 +2%
SFG
298
Sunburst Financial Group
Alabama
$464K +$5.23K +134 +1%
SIA
299
Strategic Investment Advisors
Michigan
$462K +$259K +6,628 +118%
Jane Street
300
Jane Street
New York
$462K +$477K +12,226 New