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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
301
FAS Wealth Partners
Kansas
$38K
CPFP
302
Clear Perspectives Financial Planning
Ohio
$36K
MAM
303
Meeder Asset Management
Ohio
$34K +$16.2K +372 +92%
SFP
304
Sterling Financial Planning
New Jersey
$33K +$32.6K +750 New
IBOK
305
Independence Bank of Kentucky
Kentucky
$33K +$32.9K +757 New
EBA
306
Eagle Bay Advisors
New York
$29K +$26.1K +602 New
KFS
307
Kelly Financial Services
Massachusetts
$28.4K +$1.74K +40 +7%
SWM
308
Spire Wealth Management
Virginia
$26K -$956 -22 -4%
Citigroup
309
Citigroup
New York
$26K
BFC
310
Bedel Financial Consulting
Indiana
$23K
CFFP
311
Center for Financial Planning
Michigan
$22K
TC
312
Truvestments Capital
Florida
$22K
RE
313
RBC Europe
United Kingdom
$21.1K
JGIA
314
Jackson Grant Investment Advisers
Connecticut
$21K +$87 +2 +0.4%
ACA
315
Aptus Capital Advisors
Alabama
$20K
CFGS
316
Concourse Financial Group Securities
Alabama
$20K
SW
317
SVB Wealth
Massachusetts
$20K +$20.6K +474 New
IWMA
318
Ironwood Wealth Management (Arizona)
Arizona
$19K +$4.17K +96 +28%
NFG
319
Next Financial Group
Texas
$18K -$4.34K -100 -20%
US Bancorp
320
US Bancorp
Minnesota
$17K
CB
321
Community Bank
New York
$16K
AWM
322
Accel Wealth Management
Iowa
$15K
IHWM
323
Iron Horse Wealth Management
Iowa
$12K -$1.96K -45 -14%
GWMIA
324
Global Wealth Management Investment Advisory
Florida
$9K -$4K -92 -32%
NFSG
325
Newbridge Financial Services Group
Florida
$7K