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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TDWM
276
Topel & Distasi Wealth Management
California
$1.83M
DI
277
DDFG Inc
California
$1.83M +$39.1K +1,039 +2%
GSIS
278
Global Strategic Investment Solutions
Arizona
$1.82M -$44.8K -1,188 -3%
SC
279
Syon Capital
California
$1.82M -$84.3K -2,238 -5%
SWA
280
Stratos Wealth Advisors
Ohio
$1.81M -$61.3K -1,628 -4%
Mercer Global Advisors
281
Mercer Global Advisors
Colorado
$1.8M +$6.74K +179 +0.4%
Franklin Resources
282
Franklin Resources
California
$1.8M -$553K -14,670 -26%
CA
283
CSM Advisors
Pennsylvania
$1.8M +$1.61M +42,652 New
FEG
284
Fund Evaluation Group
Ohio
$1.78M +$27.9K +740 +2%
NWM
285
Napa Wealth Management
California
$1.78M +$1.59M +42,195 New
NRA
286
NSI Retail Advisors
Pennsylvania
$1.78M +$1.59M +42,100 New
SSW
287
Stone Summit Wealth
Florida
$1.76M +$208K +5,516 +15%
TIM
288
Tortoise Investment Management
New York
$1.73M +$1.4M +37,031 +931%
DWM
289
Defined Wealth Management
Oregon
$1.72M +$7.65K +203 +0.5%
CWP
290
Cyndeo Wealth Partners
Florida
$1.71M -$1.66K -44 -0.1%
FA
291
FF Advisors
California
$1.7M +$1.52M +40,341 New
ZIMP
292
Zimmermann Investment Management & Planning
Pennsylvania
$1.67M +$1.49M +39,678 New
CGA
293
Crescent Grove Advisors
Illinois
$1.66M -$228K -6,048 -13%
NB
294
Northwest Bancshares
Pennsylvania
$1.64M -$112K -2,973 -7%
CWM
295
Compass Wealth Management
Connecticut
$1.62M +$284K +7,528 +24%
SIC
296
Shoker Investment Counsel
Ohio
$1.61M +$8.03K +213 +0.6%
CPW
297
Catalyst Private Wealth
California
$1.61M +$149K +3,952 +12%
IFPG
298
Intrepid Financial Planning Group
Indiana
$1.61M -$19.8K -526 -1%
EWA
299
EP Wealth Advisors
California
$1.58M +$204K +5,406 +17%
NA
300
Nottingham Advisors
New York
$1.57M +$652K +17,297 +87%