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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
301
United Capital Financial Advisors
Texas
$1.11M -$37.8K -971 -3%
NF
302
Nikulski Financial
Iowa
$1.11M +$96.2K +2,470 +9%
TCM
303
Triumph Capital Management
Colorado
$1.1M +$668K +17,148 +137%
William Blair & Company
304
William Blair & Company
Illinois
$1.08M +$149K +3,813 +15%
LCM
305
Lunt Capital Management
Utah
$1.07M -$408K -10,467 -27%
BSW
306
Buckingham Strategic Wealth
Missouri
$1.06M +$6.89K +177 +0.6%
NGA
307
Naples Global Advisors
Florida
$1.06M
MWM
308
Modera Wealth Management
New Jersey
$1.05M +$6.74K +173 +0.6%
AWA
309
Alta Wealth Advisors
Massachusetts
$1.04M +$107K +2,740 +11%
KFS
310
Kelly Financial Services
Massachusetts
$1.02M +$619K +15,899 +136%
SAA
311
Southeast Asset Advisors
Georgia
$1.01M
SFP
312
Shepherd Financial Partners
Massachusetts
$1M -$67.8K -1,740 -6%
CAG
313
Csenge Advisory Group
Florida
$999K +$335K +8,614 +47%
MWAM
314
Manhattan West Asset Management
California
$979K -$75K -1,925 -6%
EWM
315
Empirical Wealth Management
Washington
$959K +$4.99K +128 +0.5%
AIP
316
ARS Investment Partners
New York
$944K +$36K +924 +4%
WAOI
317
Wealth Advisors of Iowa
Iowa
$926K +$30K +771 +3%
OWA
318
Outlook Wealth Advisors
Texas
$925K +$452K +11,606 +86%
IF
319
Intrua Financial
Texas
$893K +$284K +7,282 +43%
TAM
320
Titleist Asset Management
Texas
$892K +$40.2K +1,032 +4%
CI
321
Cavalier Investments
Georgia
$888K -$137K -3,516 -13%
FPWM
322
FSB Premier Wealth Management
Iowa
$884K -$14.6K -376 -2%
SIC
323
Salem Investment Counselors
North Carolina
$878K
GHAM
324
Gilman Hill Asset Management
Connecticut
$874K +$923K +23,690 New
CCG
325
Capital CS Group
California
$864K +$438K +11,245 +92%