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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
$20.9M +$99.2K +2,314 +0.5%
LFPWM
27
Leicht Financial Planning & Wealth Management
New Jersey
$19.3M -$2.63M -61,466 -12%
Wells Fargo
28
Wells Fargo
California
$18.6M -$476K -11,115 -2%
GLA
29
Good Life Advisors
Pennsylvania
$18.5M +$217K +5,068 +1%
ST
30
Spinnaker Trust
Maine
$18.5M -$76.1K -1,777 -0.4%
FWM
31
Frontier Wealth Management
Missouri
$18.4M +$2.92M +68,207 +19%
ODFS
32
O'Donnell Financial Services
California
$17.6M +$17.7M +413,022 New
BFG
33
Barber Financial Group
Kansas
$17.5M +$1.37M +32,023 +8%
MFS
34
McNamara Financial Services
Massachusetts
$16.1M +$275K +6,418 +2%
PWP
35
Personal Wealth Partners
Minnesota
$15.9M +$4.15M +96,927 +35%
PFA
36
Pure Financial Advisors
California
$15.5M +$237K +5,521 +2%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$14.8M +$2.75M +64,129 +24%
RJA
38
Raymond James & Associates
Florida
$14M -$8.77M -204,673 -38%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$13.8M +$6.15M +143,460 +79%
CW
40
CreativeOne Wealth
Kansas
$13.3M +$2.52M +58,803 +23%
AWM
41
AE Wealth Management
Kansas
$12.8M +$3.83M +89,447 +43%
BSWM
42
Boston Standard Wealth Management
Massachusetts
$11.4M +$199K +4,641 +2%
AWM
43
Avior Wealth Management
Nebraska
$11.2M +$11M +257,845 +4,387%
ACM
44
AlphaStar Capital Management
North Carolina
$11.1M +$5.5M +128,348 +102%
FSWA
45
Financial Synergies Wealth Advisors
Texas
$11M +$36.2K +844 +0.3%
IA
46
IFP Advisors
Florida
$10.9M +$1.25M +29,127 +13%
IWM
47
IHT Wealth Management
Illinois
$10.3M -$930K -21,700 -8%
GVAG
48
Great Valley Advisor Group
Delaware
$10.1M +$3.88M +90,653 +62%
ACG
49
Allen Capital Group
Nebraska
$9.6M +$178K +4,160 +2%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$9.46M +$2.18M +50,917 +30%