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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
376
Forvis Mazars Wealth Advisors
Missouri
$222K -$3.48K -89 -1%
MCWS
377
McKinley Carter Wealth Services
West Virginia
$219K -$1.6K -41 -0.7%
UFA
378
US Financial Advisors
Massachusetts
$217K +$224K +5,741 New
SG
379
StoneX Group
New York
$213K +$220K +5,639 New
PVI
380
Pine Valley Investments
New Jersey
$213K +$231K +5,905 New
SL
381
SWMG LLC
Texas
$213K +$6.36K +163 +3%
MM
382
Meridian Management
Arkansas
$211K +$218K +5,593 New
KPWS
383
Kestra Private Wealth Services
Texas
$210K +$217K +5,564 New
CFGSD
384
Compass Financial Group (South Dakota)
South Dakota
$206K -$17.5K -448 -8%
SEA
385
Stegent Equity Advisors
Texas
$205K
Fidelity Investments
386
Fidelity Investments
Massachusetts
$200K +$50.4K +1,292 +32%
AWM
387
Angeles Wealth Management
California
$193K
AIM
388
Anchor Investment Management
South Carolina
$189K
CT
389
Colonial Trust
South Carolina
$189K
CFD
390
Creative Financial Designs
Indiana
$177K -$1.64K -42 -0.9%
CSPIA
391
Cary Street Partners Investment Advisory
Virginia
$173K +$39 +1 +0%
IBOK
392
Independence Bank of Kentucky
Kentucky
$160K
Fifth Third Bancorp
393
Fifth Third Bancorp
Ohio
$148K
TFGT
394
TS Financial Group (TSFG)
Illinois
$144K -$65.6K -1,681 -31%
TPCW
395
TD Private Client Wealth
New York
$142K -$2.11K -54 -1%
BAM
396
Belpointe Asset Management
Nevada
$139K +$31.2K +798 +28%
Bank of Montreal
397
Bank of Montreal
Ontario, Canada
$131K
ASN
398
Advisory Services Network
Georgia
$123K -$32.7K -838 -20%
CP
399
Castleview Partners
Texas
$117K +$77.4K +1,982 +177%
BAAM
400
Baker Avenue Asset Management
California
$114K -$32.3K -828 -22%