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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Amplius Wealth Advisors
Pennsylvania
$29.3M +$1.88M +48,150 +7%
Morgan Stanley
27
Morgan Stanley
New York
$28.8M -$3.16M -80,954 -10%
Truist Financial
28
Truist Financial
North Carolina
$26.8M +$146K +3,733 +0.5%
MIS
29
Morningstar Investment Services
Illinois
$24M -$84.5K -2,165 -0.3%
PWA
30
Peterson Wealth Advisors
Utah
$22.6M +$747K +19,124 +3%
ST
31
Spinnaker Trust
Maine
$21.5M +$1.21M +31,098 +6%
RJA
32
Raymond James & Associates
Florida
$21.1M +$770K +19,730 +4%
Wells Fargo
33
Wells Fargo
California
$21M +$1.62M +41,487 +8%
AAS
34
Annex Advisory Services
Wisconsin
$19.4M -$501K -12,828 -2%
GLA
35
Good Life Advisors
Pennsylvania
$19M +$1.25M +32,028 +7%
LFPWM
36
Leicht Financial Planning & Wealth Management
New Jersey
$18.9M +$1.18M +30,214 +6%
GWP
37
Gateway Wealth Partners
Wisconsin
$18.9M +$1.57M +40,320 +9%
CAN
38
Cetera Advisor Networks
California
$18.4M +$1.63M +41,748 +9%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$17.6M +$13.1M +335,738 +260%
GVAG
40
Great Valley Advisor Group
Delaware
$16.4M -$6.95M -178,110 -29%
HighTower Advisors
41
HighTower Advisors
Illinois
$15.8M -$387K -9,906 -2%
IWM
42
IHT Wealth Management
Illinois
$15.7M +$5.92M +151,542 +57%
GWAG
43
Garrett Wealth Advisory Group
Texas
$15M +$275K +7,047 +2%
PFA
44
Pure Financial Advisors
California
$14.7M -$76K -1,947 -0.5%
MFS
45
McNamara Financial Services
Massachusetts
$14.5M +$35.5K +910 +0.2%
DWM
46
Dakota Wealth Management
Florida
$14.1M +$2.84M +72,719 +24%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$13.2M +$12M +307,775 +738%
ACM
48
AlphaStar Capital Management
North Carolina
$12.5M +$8.34M +213,502 +177%
IWC
49
Integrated Wealth Concepts
Massachusetts
$12.5M +$7.76M +198,768 +151%
TC
50
Trilogy Capital
California
$11.2M -$850K -21,774 -7%