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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
451
Clearstead Advisors
Ohio
$839K +$4.79K +103 +0.6%
VCP
452
Verus Capital Partners
Arizona
$834K -$37.6K -809 -4%
TWM
453
Trinity Wealth Management
Pennsylvania
$822K +$7.26K +156 +0.9%
GWP
454
Gateway Wealth Partners
Wisconsin
$821K -$2.31M -49,724 -73%
CWM
455
Collaborative Wealth Management
Florida
$816K +$11.6K +250 +1%
AWP
456
Axis Wealth Partners
Rhode Island
$814K +$842K +18,110 New
SEI Investments
457
SEI Investments
Pennsylvania
$807K -$86.1K -1,850 -9%
AF
458
Aldebaran Financial
$806K -$6.05K -130 -0.7%
WFAG
459
Worth Financial Advisory Group
North Carolina
$803K -$176K -3,774 -17%
FSWA
460
Financial Synergies Wealth Advisors
Texas
$802K -$49.4K -1,061 -6%
HIA
461
Harbor Investment Advisory
Maryland
$802K +$130K +2,800 +19%
AWAU
462
Alliance Wealth Advisors (Utah)
Utah
$801K +$260K +5,600 +46%
CFG
463
Citizens Financial Group
Rhode Island
$800K +$829K +17,813 New
KPWS
464
Kestra Private Wealth Services
Texas
$799K +$233K +5,011 +39%
BEI
465
Benjamin Edwards Inc
Missouri
$796K
AWC
466
Adamsbrown Wealth Consultants
Kansas
$793K -$66.8K -1,436 -8%
AFM
467
Abbot Financial Management
Massachusetts
$787K +$3.91K +84 +0.5%
CIAS
468
CFS Investment Advisory Services
New Jersey
$786K +$123K +2,643 +18%
MA
469
Mutual Advisors
Nebraska
$785K -$14K -302 -2%
FTWA
470
Fifth Third Wealth Advisors
Ohio
$784K +$338K +7,264 +71%
AQR Capital Management
471
AQR Capital Management
Connecticut
$780K +$71.3K +1,533 +10%
CF
472
Centaurus Financial
California
$776K +$114K +2,444 +16%
JIC
473
Johnson Investment Counsel
Ohio
$774K -$17K -365 -2%
EFL
474
ERn Financial LLC
Wisconsin
$771K -$86.3K -1,856 -10%
CC
475
Courier Capital
New York
$770K +$303K +6,512 +61%