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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
$20.3M +$1.01M +25,924 +5%
RJA
27
Raymond James & Associates
Florida
$17.6M +$2.91M +74,890 +18%
LFPWM
28
Leicht Financial Planning & Wealth Management
New Jersey
$16.8M +$168K +4,334 +0.9%
Morgan Stanley
29
Morgan Stanley
New York
$16.4M +$2.88M +74,113 +19%
GLA
30
Good Life Advisors
Pennsylvania
$15.8M -$126K -3,258 -0.7%
ST
31
Spinnaker Trust
Maine
$15.7M +$33.1K +853 +0.2%
Wells Fargo
32
Wells Fargo
California
$14.9M +$824K +21,220 +5%
Ameriprise
33
Ameriprise
Minnesota
$14.7M -$11.9M -307,067 -43%
PFA
34
Pure Financial Advisors
California
$14.4M -$15.4K -398 -0.1%
MFS
35
McNamara Financial Services
Massachusetts
$13.8M +$330K +8,494 +2%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$13.6M +$747K +19,249 +5%
CI
37
CX Institutional
Indiana
$13.4M +$14.4M +372,064 New
BFG
38
Barber Financial Group
Kansas
$13.1M -$1.43M -36,808 -9%
CAN
39
Cetera Advisor Networks
California
$12.5M +$2.66M +68,427 +24%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$12.2M +$228K +5,878 +2%
GWAG
41
Garrett Wealth Advisory Group
Texas
$11.9M +$6.12M +157,737 +91%
GVAG
42
Great Valley Advisor Group
Delaware
$11M +$784K +20,192 +7%
BSWM
43
Boston Standard Wealth Management
Massachusetts
$10.1M +$120K +3,089 +1%
FSWA
44
Financial Synergies Wealth Advisors
Texas
$9.45M +$591K +15,236 +6%
DJSG
45
D.J. St. Germain
Massachusetts
$9.34M +$967K +24,922 +11%
LFG
46
Larson Financial Group
Missouri
$8.71M -$163K -4,200 -2%
ACG
47
Allen Capital Group
Nebraska
$8.47M -$81.9K -2,109 -0.9%
HighTower Advisors
48
HighTower Advisors
Illinois
$8.38M -$15.2K -392 -0.2%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$8.19M +$104K +2,683 +1%
WCM
50
Windsor Capital Management
Arizona
$8.13M +$285K +7,352 +3%