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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
426
BCS Wealth Management
Tennessee
$423K
VPP
427
Vertex Planning Partners
Illinois
$421K +$166K +4,456 +70%
BFC
428
Blue Fin Capital
Rhode Island
$421K +$47K +1,264 +13%
AWA
429
Alaska Wealth Advisors
Alaska
$420K +$401K +10,801 New
KFI
430
Key Financial Inc
Pennsylvania
$419K +$89.3K +2,403 +29%
VCP
431
Verus Capital Partners
Arizona
$414K +$54.7K +1,473 +16%
EWA
432
Exencial Wealth Advisors
Oklahoma
$414K +$396K +10,649 New
PAG
433
Private Advisory Group
Washington
$413K +$395K +10,641 New
SWM
434
SFG Wealth Management
Maryland
$408K +$100K +2,695 +34%
UAS
435
United Asset Strategies
New York
$407K -$353K -9,503 -48%
MC
436
Moors & Cabot
Massachusetts
$405K +$388K +10,434 New
WFAG
437
Worth Financial Advisory Group
North Carolina
$402K +$7.21K +194 +2%
RPCONE
438
Retirement Planning Company of New England
Rhode Island
$398K +$14.9K +402 +4%
LWM
439
Liberty Wealth Management
California
$390K +$373K +10,035 New
TFS
440
Thoroughbred Financial Services
Tennessee
$381K +$365K +9,825 New
LA
441
Lifeworks Advisors
Michigan
$376K -$11.4K -307 -3%
MWM
442
MBE Wealth Management
Wisconsin
$375K +$966 +26 +0.3%
CFD
443
Creative Financial Designs
Indiana
$371K +$181K +4,861 +104%
MCC
444
Money Concepts Capital
Florida
$366K -$7.46M -200,703 -96%
CT
445
Caldwell Trust
Florida
$361K +$345K +9,285 New
AA
446
AlphaQ Advisors
Florida
$360K +$345K +9,274 New
MSFS
447
Main Street Financial Solutions
Pennsylvania
$360K +$344K +9,266 New
Northern Trust
448
Northern Trust
Illinois
$358K +$343K +9,224 New
GC
449
Gilbert & Cook
Iowa
$358K -$31K -834 -8%
WTC
450
WhitTier Trust Company
Nevada
$358K +$308K +8,295 +912%