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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
26
Gradient Investments
Minnesota
$21.7M +$24M +633,723 +26,372%
Morgan Stanley
27
Morgan Stanley
New York
$20.9M +$6.01M +158,810 +35%
PWA
28
Peterson Wealth Advisors
Utah
$19.3M +$84.7K +2,237 +0.4%
GVAG
29
Great Valley Advisor Group
Delaware
$19.1M +$9.61M +253,919 +83%
RJA
30
Raymond James & Associates
Florida
$17.2M +$594K +15,695 +3%
LFPWM
31
Leicht Financial Planning & Wealth Management
New Jersey
$16.7M +$883K +23,330 +5%
GLA
32
Good Life Advisors
Pennsylvania
$15.6M +$768K +20,285 +5%
ST
33
Spinnaker Trust
Maine
$15M +$130K +3,443 +0.8%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$13.8M +$864K +22,837 +6%
HighTower Advisors
35
HighTower Advisors
Illinois
$13.5M +$6.16M +162,661 +70%
PFA
36
Pure Financial Advisors
California
$13.3M -$396K -10,453 -3%
MFS
37
McNamara Financial Services
Massachusetts
$13.1M -$20.5K -542 -0.1%
CAN
38
Cetera Advisor Networks
California
$13M +$1.29M +34,150 +10%
GWAG
39
Garrett Wealth Advisory Group
Texas
$12.7M +$1.59M +42,051 +13%
AWM
40
AE Wealth Management
Kansas
$12.2M +$7.33M +193,753 +118%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$12.2M +$663K +17,520 +5%
Wells Fargo
42
Wells Fargo
California
$11.6M -$2.75M -72,782 -18%
IA
43
IFP Advisors
Florida
$11.2M +$3.86M +101,986 +43%
BSWM
44
Boston Standard Wealth Management
Massachusetts
$9.82M +$398K +10,502 +4%
DJSG
45
D.J. St. Germain
Massachusetts
$9.34M
FSWA
46
Financial Synergies Wealth Advisors
Texas
$9.24M +$333K +8,808 +3%
CW
47
CreativeOne Wealth
Kansas
$9.06M +$7.9M +208,669 +364%
IWM
48
IHT Wealth Management
Illinois
$8.82M +$1.47M +38,960 +18%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$8.47M +$796K +21,038 +9%
ACG
50
Allen Capital Group
Nebraska
$8.25M +$250K +6,597 +3%