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State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
SPSM
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BDF
26
Balasa Dinverno & Foltz
| $211K | – | – | – |
|
|
AG
27
Advisor Group
Phoenix,
Arizona
| $67K | +$16.2K | +600 | +32% |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $50K | +$49.3K | +1,830 | New |
|
29
Creative Planning
Overland Park,
Kansas
| $46K | +$46K | +1,707 | New |
|
30
Wells Fargo
San Francisco,
California
| $35K | +$81 | +3 | +0.2% |
|
31
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6K | – | – | – |
|
|
SPIA
32
Steward Partners Investment Advisory
New York
| $3K | – | – | – |
|
|
HMC
33
Harvard Management Company
Boston,
Massachusetts
| – | -$5.8M | -218,592 | Closed |
|
|
FAAS
34
First Allied Advisory Services
San Diego,
California
| – | -$252K | -9,507 | Closed |
|