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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
326
Balboa Wealth Partners
Arizona
$351K +$363K +9,285 New
GI
327
Gradient Investments
Minnesota
$349K -$50.5M -1,292,470 -99%
VCP
328
Verus Capital Partners
Arizona
$347K +$40.2K +1,030 +13%
AT
329
American Trust
Kentucky
$347K +$365K +9,352 New
BFC
330
Blue Fin Capital
Rhode Island
$340K +$89.2K +2,285 +31%
HSG
331
Helen Stephens Group
Texas
$338K +$4.33K +111 +1%
MSAM
332
Moloney Securities Asset Management
Missouri
$332K +$15.8K +405 +5%
FIM
333
Fernwood Investment Management
Massachusetts
$329K
HWM
334
Horizon Wealth Management
Illinois
$329K
PFM
335
Parsec Financial Management
North Carolina
$321K -$4.84K -124 -1%
KFI
336
Key Financial Inc
Pennsylvania
$317K +$75.7K +1,938 +30%
PCM
337
Parsons Capital Management
Rhode Island
$311K
GFPC
338
Global Financial Private Client
Florida
$304K +$49.5K +1,267 +19%
Koshinski Asset Management
339
Koshinski Asset Management
Illinois
$301K -$10.9K -278 -3%
AFG
340
Atomi Financial Group
New York
$299K +$309K +7,918 New
SWM
341
SFG Wealth Management
Maryland
$295K +$305K +7,812 New
FFW
342
Fusion Family Wealth
New York
$293K +$36.7K +940 +14%
VC
343
Vicus Capital
Pennsylvania
$291K -$47.2K -1,208 -14%
NL
344
Navalign LLC
California
$290K -$1.01M -25,876 -77%
Mercer Global Advisors
345
Mercer Global Advisors
Colorado
$286K -$36.5K -934 -11%
AP
346
Adero Partners
California
$286K
GL
347
Graypoint LLC
New York
$286K
JFG
348
JDM Financial Group
Texas
$283K -$23.7K -606 -7%
KIA
349
KLR Investment Advisors
Rhode Island
$281K +$51K +1,306 +21%
CA
350
Cetera Advisors
Colorado
$278K +$75.2K +1,927 +36%