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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WBC
326
West Branch Capital
Massachusetts
$189K +$533 +12 +0.3%
CFD
327
Creative Financial Designs
Indiana
$188K +$533 +12 +0.3%
HI
328
Harbour Investments
Wisconsin
$182K -$83.4K -1,877 -32%
TCWM
329
Total Clarity Wealth Management
Illinois
$148K +$15.7K +353 +12%
LAS
330
Lloyd Advisory Services
Georgia
$142K +$125K +2,802 +743%
KFI
331
Key Financial Inc
Pennsylvania
$140K +$22.4K +504 +19%
RI
332
Rinkey Investments
California
$140K +$142K +3,191 New
TIM
333
Tortoise Investment Management
New York
$136K +$44K +991 +48%
FFG
334
Ford Financial Group
California
$132K +$132K +2,973 New
William Blair & Company
335
William Blair & Company
Illinois
$128K +$1.16K +26 +0.9%
HFS
336
Horizon Financial Services
North Carolina
$125K +$5.2K +117 +4%
Fidelity Investments
337
Fidelity Investments
Massachusetts
$125K +$26.1K +587 +27%
GI
338
Gradient Investments
Minnesota
$107K -$12.5K -281 -10%
AF
339
Advisornet Financial
Minnesota
$107K -$5.47K -123 -5%
HNB
340
Huntington National Bank
Ohio
$106K
RFA
341
Reilly Financial Advisors
California
$99K +$90.2K +2,030 +1,057%
RIM
342
Rockbridge Investment Management
New York
$98K -$8.18K -184 -8%
ANBT
343
American National Bank & Trust
Texas
$89K
PP
344
PrairieView Partners
Minnesota
$86K
FWP
345
FAS Wealth Partners
Kansas
$85K -$844 -19 -1%
NFG
346
Next Financial Group
Texas
$82K +$53.2K +1,196 +184%
MCC
347
Money Concepts Capital
Florida
$81K +$81K +1,822 New
BA
348
Bellwether Advisors
Nebraska
$77K
AIA
349
Armor Investment Advisors
North Carolina
$73K
CCM
350
Covington Capital Management
California
$70K +$21.9K +493 +45%