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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
276
United Capital Financial Advisors
Texas
$1.2M +$189K +5,079 +20%
WPP
277
Whalerock Point Partners
Rhode Island
$1.19M +$1.14M +30,643 New
OWA
278
Opal Wealth Advisors
New York
$1.19M +$82.8K +2,229 +8%
AWM
279
Axxcess Wealth Management
California
$1.18M -$329K -8,848 -23%
RFG
280
Range Financial Group
Oregon
$1.16M +$432K +11,636 +64%
MWAM
281
Manhattan West Asset Management
California
$1.16M +$1.11M +29,905 New
NP
282
NorthRock Partners
Minnesota
$1.13M +$1.08M +28,995 New
SFP
283
Shepherd Financial Partners
Massachusetts
$1.12M +$238K +6,394 +28%
NGA
284
Naples Global Advisors
Florida
$1.11M +$42.7K +1,150 +4%
BSW
285
Buckingham Strategic Wealth
Missouri
$1.11M +$102K +2,731 +11%
MWM
286
Modera Wealth Management
New Jersey
$1.1M +$316K +8,491 +43%
CWM
287
Compass Wealth Management
Connecticut
$1.09M +$245K +6,603 +31%
Cetera Investment Advisers
288
Cetera Investment Advisers
Illinois
$1.09M +$169K +4,556 +19%
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$1.08M +$40.1K +1,078 +4%
FA
290
Fiducient Advisors
Illinois
$1.07M +$1.03M +27,615 New
SFG
291
Sovereign Financial Group
Connecticut
$1.07M -$3.64K -98 -0.4%
CI
292
Cavalier Investments
Georgia
$1.07M +$1.03M +27,588 New
NF
293
Nikulski Financial
Iowa
$1.07M +$110K +2,960 +12%
SAA
294
Southeast Asset Advisors
Georgia
$1.06M +$1.01M +27,280 New
AFG
295
Arkansas Financial Group
Arkansas
$1.05M +$380K +10,227 +61%
KFGK
296
Keystone Financial Group (Kentucky)
Kentucky
$1.01M +$963K +25,923 New
EWM
297
Empirical Wealth Management
Washington
$1M +$961K +25,855 New
AWA
298
Alta Wealth Advisors
Massachusetts
$992K +$40.4K +1,088 +4%
William Blair & Company
299
William Blair & Company
Illinois
$991K +$837K +22,517 +749%
RCM
300
Raleigh Capital Management
North Carolina
$962K -$322K -8,668 -26%