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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LKWM
426
Lee-Kelleher Wealth Management
Maryland
$1.4M -$148K -2,780 -10%
RFS
427
Richardson Financial Services
Massachusetts
$1.4M -$74.7K -1,399 -5%
BI
428
Breachway Investments
Rhode Island
$1.39M -$82.7K -1,549 -6%
EIA
429
Eldridge Investment Advisors
New Hampshire
$1.39M +$104K +1,950 +9%
SB
430
Strategic Blueprint
Georgia
$1.39M -$2.46K -46 -0.2%
PS
431
Planning Strategies
Pennsylvania
$1.36M +$1.26M +23,567 New
OGF
432
Orin Green Financial
California
$1.36M -$80.6K -1,509 -6%
CA
433
Clearstead Advisors
Ohio
$1.34M +$18.4K +344 +1%
MYIA
434
Mount Yale Investment Advisors
Colorado
$1.31M +$92.5K +1,733 +8%
SC
435
Syon Capital
California
$1.3M -$707K -13,246 -37%
FPWM
436
FSB Premier Wealth Management
Iowa
$1.29M -$27.7K -518 -2%
SWM
437
SFG Wealth Management
Maryland
$1.29M +$25.3K +474 +2%
LSWP
438
Liberty Square Wealth Partners
Pennsylvania
$1.28M -$132K -2,475 -10%
GM
439
GeoWealth Management
Illinois
$1.28M -$3M -56,264 -72%
TCM
440
TD Capital Management
Tennessee
$1.28M +$2.03K +38 +0.2%
VWM
441
Venturi Wealth Management
Texas
$1.27M – – –
Deutsche Bank
442
Deutsche Bank
Germany
$1.27M -$84.5K -1,583 -7%
PFPG
443
Pinnacle Financial Partners (Georgia)
Georgia
$1.26M +$70.8K +1,326 +6%
NA
444
Novus Advisors
South Carolina
$1.25M -$64.8K -1,213 -5%
CJ
445
Caitlin John
Michigan
$1.25M +$670K +12,556 +139%
KFP
446
Keener Financial Planning
Texas
$1.24M – – –
WIM
447
Wiregrass Investment Management
Georgia
$1.23M +$212K +3,972 +23%
TFA
448
Transamerica Financial Advisors
Florida
$1.22M -$158K -2,950 -12%
FFA
449
Founders Financial Alliance
North Carolina
$1.2M +$737K +13,805 +197%
NF
450
Nikulski Financial
Iowa
$1.19M -$6.03K -113 -0.5%