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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VIA
26
Vantagepoint Investment Advisers
District of Columbia
$70.5M -$3.5M -65,482 -5%
GVAG
27
Great Valley Advisor Group
Delaware
$69.2M +$33.7K +632 +0.1%
PAG
28
Private Advisor Group
New Jersey
$64.9M +$8.32M +155,802 +16%
HighTower Advisors
29
HighTower Advisors
Illinois
$61.8M +$1.19M +22,298 +2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$58.2M +$5.01M +93,749 +10%
DC
31
Davenport & Co
Virginia
$56.9M +$6.33M +118,526 +14%
Envestnet Portfolio Solutions
32
Envestnet Portfolio Solutions
Illinois
$56.3M -$8.59M -160,891 -14%
MWA
33
Midland Wealth Advisors
Illinois
$55.3M -$249K -4,666 -0.5%
Wells Fargo
34
Wells Fargo
California
$54.9M +$366K +6,846 +0.7%
EH
35
Equitable Holdings
New York
$50.8M -$4.8M -89,826 -9%
PIMG
36
Patriot Investment Management Group
Tennessee
$48.1M +$1.29M +24,149 +3%
FCAS
37
First Command Advisory Services
Texas
$47.2M +$4.25M +79,665 +11%
ODIJL
38
One Day In July LLC
Vermont
$46.4M +$3.59M +67,292 +9%
SMM
39
Stadion Money Management
Georgia
$46.3M -$3.12M -58,459 -7%
Truist Financial
40
Truist Financial
North Carolina
$42.9M -$789K -14,770 -2%
UCFA
41
United Capital Financial Advisors
Texas
$42.2M +$2.94M +55,137 +8%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$41.1M -$1.28M -23,882 -3%
IWC
43
Integrated Wealth Concepts
Massachusetts
$40.5M +$16.1M +300,623 +75%
HAG
44
HighPoint Advisor Group
Illinois
$40.1M +$6.83M +127,866 +23%
VC
45
Vicus Capital
Pennsylvania
$39.5M +$69.3K +1,298 +0.2%
GT
46
Greenleaf Trust
Michigan
$38.5M +$2.95M +55,260 +9%
PWA
47
Peterson Wealth Advisors
Utah
$38.5M +$678K +12,692 +2%
Corient Private Wealth
48
Corient Private Wealth
Florida
$37.8M -$502K -9,406 -1%
MIM
49
Morningstar Investment Management
Illinois
$37.4M
BF
50
BOK Financial
Oklahoma
$37.1M +$2.67K +50 +0%