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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LEFP
326
Leading Edge Financial Planning
Tennessee
$862K -$3.74K -96 -0.4%
SWA
327
Sightline Wealth Advisors
Connecticut
$858K -$568K -14,573 -39%
SFA
328
Sequoia Financial Advisors
Ohio
$845K +$892K +22,897 New
SWM
329
Seaside Wealth Management
California
$832K +$19.4K +497 +2%
SEI Investments
330
SEI Investments
Pennsylvania
$815K -$38.5K -989 -4%
BWFA
331
Baltimore-Washington Financial Advisors
Maryland
$814K +$2.34K +60 +0.3%
TFGT
332
TS Financial Group (TSFG)
Illinois
$807K +$590K +15,146 +225%
TFG
333
Tilson Financial Group
New Jersey
$802K -$46.8K -1,202 -5%
CWM
334
Cedar Wealth Management
California
$788K +$225K +5,771 +37%
AC
335
Apella Capital
Connecticut
$782K +$14.3K +366 +2%
MWC
336
MBM Wealth Consultants
Missouri
$771K +$72.1K +1,850 +9%
CF
337
Corrigan Financial
Rhode Island
$750K +$3.19K +82 +0.4%
UAS
338
United Asset Strategies
New York
$743K +$376K +9,660 +92%
MCM
339
MAI Capital Management
Ohio
$742K
AIS
340
American Investment Services
Massachusetts
$734K -$23.5K -604 -3%
BFC
341
Bedel Financial Consulting
Indiana
$734K +$421K +10,822 +119%
NA
342
Nottingham Advisors
New York
$732K +$142K +3,650 +23%
VAF
343
Values Added Financial
District of Columbia
$723K +$17.7K +454 +2%
JCM
344
Jacobi Capital Management
Pennsylvania
$720K +$25.4K +651 +3%
GEA
345
Glen Eagle Advisors
New Jersey
$701K -$661K -16,975 -47%
PWG
346
Portside Wealth Group
Utah
$700K +$30.9K +794 +4%
BFA
347
Brown Financial Advisory
Alabama
$700K -$39.8K -1,022 -5%
MFA
348
McClarren Financial Advisors
Pennsylvania
$697K +$701 +18 +0.1%
RIA
349
Realta Investment Advisors
Delaware
$696K +$27.4K +703 +4%
SF
350
Safeguard Financial
Wisconsin
$693K