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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
351
Realta Investment Advisors
Delaware
$1.05M +$7.61K +184 +0.8%
WAOI
352
Wealth Advisors of Iowa
Iowa
$1.05M -$24K -580 -2%
MWC
353
MBM Wealth Consultants
Missouri
$1.04M +$42.5K +1,029 +4%
DWM
354
Denver Wealth Management
Colorado
$1.04M -$2.72M -65,890 -73%
Fidelity Investments
355
Fidelity Investments
Massachusetts
$1.04M +$371K +8,978 +59%
SIC
356
Salem Investment Counselors
North Carolina
$1.02M
GHAM
357
Gilman Hill Asset Management
Connecticut
$1.02M +$41 +1 +0%
BFC
358
Blue Fin Capital
Rhode Island
$1.02M +$46.8K +1,131 +5%
OC
359
Oppenheimer & Co
New York
$1.01M +$131K +3,169 +16%
Citadel Advisors
360
Citadel Advisors
Florida
$993K +$917K +22,181 +2,465%
FPWM
361
FSB Premier Wealth Management
Iowa
$993K -$39.7K -960 -4%
PWG
362
Portside Wealth Group
Utah
$971K -$26K -630 -3%
SEI Investments
363
SEI Investments
Pennsylvania
$960K +$5.04K +122 +0.6%
AFP
364
Alpha Financial Partners
Kentucky
$957K +$3.18K +77 +0.3%
FG
365
Fiduciary Group
Georgia
$934K +$21.1K +510 +2%
BSW
366
Buckingham Strategic Wealth
Missouri
$933K -$99.4K -2,405 -10%
KFP
367
Keener Financial Planning
Texas
$914K -$537 -13 -0.1%
BWFA
368
Baltimore-Washington Financial Advisors
Maryland
$909K -$31.2K -754 -3%
GFPC
369
Global Financial Private Client
Florida
$904K -$31.9K -772 -4%
OWA
370
Outlook Wealth Advisors
Texas
$891K -$243K -5,885 -22%
SWM
371
Seaside Wealth Management
California
$876K -$2.81K -68 -0.3%
CF
372
Corrigan Financial
Rhode Island
$876K -$5.21K -126 -0.6%
HIA
373
Harbor Investment Advisory
Maryland
$871K +$128K +3,108 +18%
AC
374
Apella Capital
Connecticut
$866K +$785 +19 +0.1%
RSA
375
River Street Advisors
Illinois
$865K +$76.1K +1,840 +10%