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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
301
ARS Investment Partners
New York
$958K +$917K +24,670 New
FPWM
302
FSB Premier Wealth Management
Iowa
$945K +$14.5K +389 +2%
WAOI
303
Wealth Advisors of Iowa
Iowa
$945K -$4.99M -134,179 -85%
ACP
304
Aveo Capital Partners
Colorado
$945K -$277K -7,455 -23%
MLRA
305
Main Line Retirement Advisors
Montana
$934K +$894K +24,049 New
SIC
306
Salem Investment Counselors
North Carolina
$924K +$884K +23,784 New
LEFP
307
Leading Edge Financial Planning
Tennessee
$911K -$271K -7,302 -24%
TAM
308
Titleist Asset Management
Texas
$898K +$860K +23,132 New
SEI Investments
309
SEI Investments
Pennsylvania
$896K +$18.5K +497 +2%
TFG
310
Tilson Financial Group
New Jersey
$891K -$10.6K -284 -1%
AT
311
American Trust
Kentucky
$883K +$497K +13,381 +143%
SWM
312
Seaside Wealth Management
California
$857K -$2.83K -76 -0.3%
BWFA
313
Baltimore-Washington Financial Advisors
Maryland
$854K -$574K -15,451 -41%
TCM
314
TD Capital Management
Tennessee
$841K +$532K +14,325 +195%
BIP
315
Blueprint Investment Partners
North Carolina
$816K +$333K +8,962 +74%
AWS
316
AJ Wealth Strategies
New York
$816K +$781K +21,004 New
BCM
317
Brookstone Capital Management
Illinois
$815K -$71.8K -1,933 -8%
AC
318
Apella Capital
Connecticut
$809K +$774K +20,832 New
AIS
319
American Investment Services
Massachusetts
$797K -$93.3K -2,511 -11%
Franklin Resources
320
Franklin Resources
California
$789K +$755K +20,303 New
CF
321
Corrigan Financial
Rhode Island
$787K +$5.28K +142 +0.7%
MWC
322
MBM Wealth Consultants
Missouri
$784K +$224K +6,024 +44%
MCM
323
MAI Capital Management
Ohio
$781K +$747K +20,097 New
BFA
324
Brown Financial Advisory
Alabama
$776K -$103K -2,758 -12%
SPC
325
Sigma Planning Corp
Michigan
$764K +$731K +19,674 New