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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
451
Arkadios Wealth Advisors
Georgia
$564K +$10K +240 +2%
RPCONE
452
Retirement Planning Company of New England
Rhode Island
$563K +$14.3K +342 +3%
AWM
453
Adams Wealth Management
Utah
$562K +$59.5K +1,427 +12%
CI
454
CacheTech Inc
Utah
$562K +$564K +13,544 New
MWM
455
MGB Wealth Management
Texas
$562K -$7.46K -179 -1%
FMI
456
F/M Investments
District of Columbia
$561K +$563K +13,508 New
Brown Advisory
457
Brown Advisory
Maryland
$559K +$104K +2,486 +23%
TWD
458
True Wealth Design
Ohio
$553K
BWP
459
Balboa Wealth Partners
Arizona
$552K -$111K -2,653 -17%
BC
460
Brio Consultants
California
$549K -$43.9K -1,053 -7%
PSF
461
Pacific Sun Financial
California
$549K -$2.5K -60 -0.5%
GBT
462
Grove Bank & Trust
Florida
$549K -$3.08K -74 -0.6%
PIAS
463
PCA Investment Advisory Services
Ohio
$545K +$6.13K +147 +1%
KPWS
464
Kestra Private Wealth Services
Texas
$540K +$542K +12,998 New
PA
465
Procyon Advisors
Connecticut
$534K +$36.7K +881 +7%
MA
466
Mutual Advisors
Nebraska
$534K +$45K +1,079 +10%
CFB
467
Cullen/Frost Bankers
Texas
$530K +$532K +12,771 New
GC
468
Gilbert & Cook
Iowa
$528K -$74.5K -1,788 -12%
BBA
469
BLB&B Advisors
Pennsylvania
$528K -$47.1K -1,130 -8%
BPFA
470
Barnes Pettey Financial Advisors
Mississippi
$519K -$11K -265 -2%
PPW
471
Parcion Private Wealth
Washington
$513K -$111K -2,652 -18%
UWM
472
USAdvisors Wealth Management
Minnesota
$512K -$191K -4,595 -27%
EGA
473
E&G Advisors
Texas
$507K -$208 -5 -0%
SWA
474
Sightline Wealth Advisors
Connecticut
$506K -$59.7K -1,433 -11%
LA
475
Latitude Advisors
Florida
$502K -$12K -288 -2%