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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
301
Moloney Securities Asset Management
Missouri
$305K +$13.6K +358 +4%
FIM
302
Fernwood Investment Management
Massachusetts
$303K
HWM
303
Horizon Wealth Management
Illinois
$296K -$2.65K -70 -0.8%
RCA
304
Ranch Capital Advisors
Florida
$296K +$48.5K +1,280 +17%
PFM
305
Parsec Financial Management
North Carolina
$293K -$530 -14 -0.2%
W
306
Wealthquest
Ohio
$292K +$325K +8,599 New
Thrivent Financial for Lutherans
307
Thrivent Financial for Lutherans
Minnesota
$282K -$27.9K -737 -8%
VCP
308
Verus Capital Partners
Arizona
$275K +$25K +661 +9%
AP
309
Adero Partners
California
$275K +$286K +7,569 New
MA
310
Mutual Advisors
Nebraska
$266K -$10.3K -272 -3%
OC
311
Oppenheimer & Co
New York
$266K +$34K +899 +13%
KFS
312
Kelly Financial Services
Massachusetts
$263K -$218K -5,772 -43%
BIP
313
Blueprint Investment Partners
North Carolina
$261K +$290K +7,672 New
PCM
314
Parsons Capital Management
Rhode Island
$260K
GL
315
Graypoint LLC
New York
$258K +$76 +2 +0%
TPCW
316
TD Private Client Wealth
New York
$253K +$4.73K +125 +2%
SW
317
Simplicity Wealth
New Jersey
$251K +$984 +26 +0.4%
LFG
318
Leverty Financial Group
Wisconsin
$248K -$46.3K -1,223 -14%
HI
319
Harbour Investments
Wisconsin
$241K
CCM
320
Crew Capital Management
Ohio
$236K +$3.71K +98 +1%
CB
321
Commerce Bank
Missouri
$232K
OFS
322
OneAscent Financial Services
Alabama
$230K -$454 -12 -0.2%
VIP
323
Vantage Investment Partners
Missouri
$229K
ICG
324
InterOcean Capital Group
Tennessee
$222K -$6.25K -165 -2%
MAM
325
Mystic Asset Management
Rhode Island
$222K +$20.6K +545 +9%