We are live on ! Find out more
SPSM icon

State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Name Holding Trade Value Shares
Change 		Change in
Stake
VAF
326
Values Added Financial
District of Columbia
$744K +$712K +19,144 New
FMN
327
Financial Management Network
California
$738K -$84K -2,261 -11%
SAG
328
SageView Advisory Group
California
$738K +$706K +19,008 New
MFA
329
McClarren Financial Advisors
Pennsylvania
$735K +$9.81K +264 +1%
JCM
330
Jacobi Capital Management
Pennsylvania
$733K +$701K +18,872 New
RSA
331
River Street Advisors
Illinois
$731K +$18.8K +506 +3%
SF
332
Safeguard Financial
Wisconsin
$729K – – –
QWM
333
QP Wealth Management
New Jersey
$723K +$30.6K +823 +5%
DI
334
DFPG Investments
Utah
$722K +$42.8K +1,151 +7%
CWM
335
Collaborative Wealth Management
Florida
$719K -$210K -5,654 -23%
CAG
336
Csenge Advisory Group
Florida
$717K -$113K -3,043 -14%
HAC
337
Harbor Advisory Corp
New Hampshire
$710K +$680K +18,288 New
FT
338
Fiduciary Trust
Massachusetts
$705K +$675K +18,163 New
PWG
339
Portside Wealth Group
Utah
$703K +$673K +18,104 New
PIAS
340
PCA Investment Advisory Services
Ohio
$701K +$671K +18,051 New
BCA
341
Bay Colony Advisors
Massachusetts
$698K +$668K +17,975 New
BFEC
342
Benjamin F. Edwards & Company
Missouri
$696K +$666K +17,917 New
GBT
343
Grove Bank & Trust
Florida
$694K +$664K +17,859 New
WMR
344
Wealth Management Resources
Rhode Island
$688K +$65.7K +1,767 +11%
MI
345
Moneywise Inc
Virginia
$674K -$166K -4,475 -21%
BFA
346
Bill Few Associates
Pennsylvania
$671K +$642K +17,287 New
T
347
TRUADVICE
Florida
$670K +$72.2K +1,943 +13%
RIA
348
Realta Investment Advisors
Delaware
$668K +$414K +11,134 +183%
LSAG
349
Lake Street Advisors Group
New Hampshire
$661K +$3.08K +83 +0.5%
BC
350
Brio Consultants
California
$657K -$74.2K -1,996 -11%
12 13
14
15 16