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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPFP
301
Clear Perspectives Financial Planning
Ohio
$35K – – –
GRP
302
Global Retirement Partners
California
$34K -$10.3K -241 -23%
MAM
303
Meeder Asset Management
Ohio
$33K – – –
JCM
304
Jacobi Capital Management
Pennsylvania
$33K +$32.9K +767 New
IBOK
305
Independence Bank of Kentucky
Kentucky
$32K – – –
NFG
306
Next Financial Group
Texas
$28K +$10.3K +241 +59%
SWM
307
Spire Wealth Management
Virginia
$24K -$1.8K -42 -7%
BFC
308
Bedel Financial Consulting
Indiana
$22K – – –
CCM
309
Cribstone Capital Management
Maine
$21K -$22.3K -520 -51%
CFFP
310
Center for Financial Planning
Michigan
$21K – – –
TC
311
Truvestments Capital
Florida
$21K – – –
RE
312
RBC Europe
United Kingdom
$20.4K – – –
SW
313
SVB Wealth
Massachusetts
$20K – – –
JGIA
314
Jackson Grant Investment Advisers
Connecticut
$20K +$43 +1 +0.2%
CFGS
315
Concourse Financial Group Securities
Alabama
$19K – – –
KIG
316
Kowal Investment Group
Wisconsin
$19K +$18.6K +435 New
IWMA
317
Ironwood Wealth Management (Arizona)
Arizona
$18K – – –
EBA
318
Eagle Bay Advisors
New York
$17K -$9.77K -228 -38%
US Bancorp
319
US Bancorp
Minnesota
$17K – – –
CB
320
Community Bank
New York
$16K – – –
LAS
321
Lloyd Advisory Services
Georgia
$16K +$10.5K +244 +183%
AWM
322
Accel Wealth Management
Iowa
$15K – – –
ACA
323
Aptus Capital Advisors
Alabama
$14K -$5.87K -137 -29%
EWM
324
EPG Wealth Management
Georgia
$14K +$13.6K +317 New
SBL
325
Sargent Bickham Lagudis
Colorado
$12K +$12.4K +290 New