SPSM icon

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

Name Holding Trade Value Shares
Change 		Change in
Stake
ITB
326
Idaho Trust Bank
Idaho
$1.71M +$1.85M +41,951 New
MWAM
327
Manhattan West Asset Management
California
$1.71M +$15K +340 +0.8%
APC
328
Aspire Private Capital
North Carolina
$1.68M -$2.58M -58,654 -59%
AWA
329
Alta Wealth Advisors
Massachusetts
$1.67M -$22.4K -509 -1%
GSIS
330
Global Strategic Investment Solutions
Arizona
$1.66M -$24.3K -551 -1%
WMG
331
WESCAP Management Group
California
$1.65M -$122K -2,774 -6%
CRIG
332
Charter Research & Investment Group
Connecticut
$1.64M +$1.47M +33,360 +478%
IFG
333
Independent Financial Group
California
$1.64M -$442K -10,026 -20%
AF
334
Advisornet Financial
Minnesota
$1.64M -$20.6K -467 -1%
GWSG
335
GPS Wealth Strategies Group
Colorado
$1.61M -$250K -5,682 -13%
NGA
336
Naples Global Advisors
Florida
$1.61M +$61.2K +1,390 +4%
MSA
337
Marathon Strategic Advisors
Pennsylvania
$1.6M +$72.4K +1,643 +4%
CGA
338
Crescent Grove Advisors
Illinois
$1.6M +$132 +3 +0%
IF
339
Integrity Financial
Wyoming
$1.58M +$6.04K +137 +0.4%
EWA
340
EP Wealth Advisors
California
$1.55M -$6.25K -142 -0.4%
HSWS
341
Higgins & Schmidt Wealth Strategies
Colorado
$1.54M -$27.4K -621 -2%
SPIA
342
Steward Partners Investment Advisory
New York
$1.52M -$2.15M -48,725 -57%
KBFS
343
Kohmann Bosshard Financial Services
Ohio
$1.52M -$105K -2,377 -6%
BCI
344
Brinker Capital Investments
Pennsylvania
$1.52M -$45.5K -1,032 -3%
OPS
345
Orion Portfolio Solutions
Nebraska
$1.52M -$45.5K -1,032 -3%
CCG
346
Coastwise Capital Group
California
$1.51M +$690K +15,673 +73%
EGM
347
Engineers Gate Manager
New York
$1.51M +$1.63M +37,100 New
LGA
348
Lebenthal Global Advisors
New York
$1.48M +$83.7K +1,899 +6%
SIC
349
Shoker Investment Counsel
Ohio
$1.48M +$17.3K +392 +1%
SAMC
350
Spectrum Asset Management (California)
California
$1.48M +$73.3K +1,663 +5%
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