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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
26
Peterson Wealth Advisors
Utah
$12.4M +$365K +13,079 +3%
Bank of America
27
Bank of America
North Carolina
$12.2M +$654K +23,456 +6%
MFS
28
McNamara Financial Services
Massachusetts
$12.1M +$6.13K +220 +0%
Truist Financial
29
Truist Financial
North Carolina
$12.1M +$53K +1,903 +0.4%
FWM
30
Frontier Wealth Management
Missouri
$11.9M -$259K -9,283 -2%
MHS
31
M Holdings Securities
Oregon
$11.8M -$122K -4,389 -1%
ST
32
Spinnaker Trust
Maine
$11.2M +$3.43M +123,138 +43%
Goldman Sachs
33
Goldman Sachs
New York
$9.64M +$9.13M +327,431 +1,335%
GLA
34
Good Life Advisors
Pennsylvania
$8.33M +$219K +7,851 +3%
BSWM
35
Boston Standard Wealth Management
Massachusetts
$8.01M -$84.4K -3,028 -1%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$7.79M +$334K +11,972 +5%
Osaic Holdings
37
Osaic Holdings
Arizona
$7.39M +$1.52M +54,489 +25%
Wells Fargo
38
Wells Fargo
California
$7.03M -$53.8K -1,931 -0.7%
ACG
39
Allen Capital Group
Nebraska
$6.45M -$79.5K -2,853 -1%
PWPS
40
Pinnacle Wealth Planning Services
Ohio
$5.93M -$585K -20,983 -9%
VCM
41
Vivaldi Capital Management
Illinois
$5.83M -$69.7K -2,499 -1%
LFG
42
Larson Financial Group
Missouri
$5.74M -$2.05M -73,621 -26%
HIM
43
Hanlon Investment Management
New Jersey
$5.74M +$2.32M +83,153 +66%
OC
44
Oarsman Capital
Wisconsin
$5.46M +$2.09M +74,847 +60%
Morgan Stanley
45
Morgan Stanley
New York
$5.39M -$2.34M -83,790 -30%
AC
46
Alexandria Capital
Virginia
$5.36M +$672K +24,095 +14%
WCM
47
Windsor Capital Management
Arizona
$5.33M +$65.3K +2,341 +1%
GSIS
48
Global Strategic Investment Solutions
Arizona
$5.23M +$220K +7,898 +4%
Ameriprise
49
Ameriprise
Minnesota
$4.14M +$315K +11,288 +8%
CWM
50
Cahaba Wealth Management
Georgia
$4M +$126K +4,531 +3%