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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ST
26
Spinnaker Trust
Maine
$21.3M +$1.85M +41,571 +10%
GLA
27
Good Life Advisors
Pennsylvania
$20.5M +$991K +22,289 +5%
LFPWM
28
Leicht Financial Planning & Wealth Management
New Jersey
$20.2M -$198K -4,460 -1%
Wells Fargo
29
Wells Fargo
California
$20M +$464K +10,439 +2%
FWM
30
Frontier Wealth Management
Missouri
$19.5M +$221K +4,969 +1%
KW
31
KWB Wealth
California
$19M +$9.17M +206,306 +94%
BFG
32
Barber Financial Group
Kansas
$18.5M +$143K +3,227 +0.8%
CW
33
CreativeOne Wealth
Kansas
$18M +$4.1M +92,262 +30%
AWM
34
AE Wealth Management
Kansas
$17M +$3.58M +80,605 +27%
MFS
35
McNamara Financial Services
Massachusetts
$16.9M -$17.1K -384 -0.1%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$16.6M +$2.11M +47,386 +15%
PFA
37
Pure Financial Advisors
California
$16.4M +$95.2K +2,141 +0.6%
PWP
38
Personal Wealth Partners
Minnesota
$16M -$650K -14,614 -4%
RJA
39
Raymond James & Associates
Florida
$15.5M +$820K +18,439 +6%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$14.5M +$829K +18,643 +6%
PWPS
41
Pinnacle Wealth Planning Services
Ohio
$13.3M +$3.19M +71,852 +32%
IWM
42
IHT Wealth Management
Illinois
$12.6M +$1.83M +41,111 +17%
Morgan Stanley
43
Morgan Stanley
New York
$12.4M +$4.49M +101,098 +58%
ODFS
44
O'Donnell Financial Services
California
$12.1M -$5.14M -115,632 -28%
BSWM
45
Boston Standard Wealth Management
Massachusetts
$12M +$16.4K +368 +0.1%
GVAG
46
Great Valley Advisor Group
Delaware
$11.4M +$793K +17,846 +8%
FSWA
47
Financial Synergies Wealth Advisors
Texas
$11.2M -$246K -5,541 -2%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$10.8M +$830K +18,669 +8%
HighTower Advisors
49
HighTower Advisors
Illinois
$10.4M +$9.14M +205,603 +737%
ACG
50
Allen Capital Group
Nebraska
$10.2M +$116K +2,602 +1%