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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIS
376
American Investment Services
Massachusetts
$857K
MCM
377
MidAtlantic Capital Management
Virginia
$852K
T
378
Tidemark
California
$842K -$9.22K -223 -1%
PWP
379
Precedent Wealth Partners
Texas
$837K +$294K +7,114 +58%
KFS
380
Kelly Financial Services
Massachusetts
$833K -$78K -1,887 -9%
VAF
381
Values Added Financial
District of Columbia
$832K +$121K +2,933 +18%
TAM
382
Titleist Asset Management
Texas
$829K -$194K -4,683 -20%
MFA
383
McClarren Financial Advisors
Pennsylvania
$821K +$3.06K +74 +0.4%
TA
384
TKG Advisors
Indiana
$818K -$3.35K -81 -0.4%
SCM
385
SOL Capital Management
Maryland
$815K -$127K -3,065 -14%
SF
386
Safeguard Financial
Wisconsin
$809K
WFAG
387
Worth Financial Advisory Group
North Carolina
$808K +$240K +5,794 +45%
SPIA
388
Steward Partners Investment Advisory
New York
$805K +$17.9K +434 +2%
GWM
389
Gibbs Wealth Management
Georgia
$803K +$771K +18,654 New
MA
390
MONECO Advisors
Connecticut
$802K -$41 -1 -0%
RSWM
391
Robertson Stephens Wealth Management
California
$802K
WSTAM
392
Wilbanks Smith & Thomas Asset Management
Virginia
$797K +$13.1K +316 +2%
MCC
393
Money Concepts Capital
Florida
$780K +$170K +4,122 +29%
WPC
394
White Pine Capital
Minnesota
$776K +$139K +3,360 +21%
Two Sigma Advisers
395
Two Sigma Advisers
New York
$770K -$422K -10,200 -36%
KFI
396
Key Financial Inc
Pennsylvania
$769K +$208K +5,021 +39%
BFEC
397
Benjamin F. Edwards & Company
Missouri
$768K -$23K -557 -3%
DWA
398
Delta Wealth Advisors
Indiana
$767K +$737K +17,829 New
CWM
399
Collaborative Wealth Management
Florida
$759K +$40.1K +969 +6%
BCA
400
Bay Colony Advisors
Massachusetts
$755K -$18.1K -438 -2%