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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
26
Austin Private Wealth
Texas
$36.6M +$34.5M +927,402 +5,959%
TC
27
TownSquare Capital
Utah
$36.1M +$1.59M +42,682 +5%
Truist Financial
28
Truist Financial
North Carolina
$34M +$6.16M +165,792 +23%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$32.4M +$13.8M +370,304 +80%
WFPG
30
Waller Financial Planning Group
Ohio
$31.3M +$597K +16,072 +2%
CAL
31
Capital Analysts LLC
Pennsylvania
$31M +$703K +18,916 +2%
IWC
32
Integrated Wealth Concepts
Massachusetts
$31M +$17.3M +466,801 +141%
AWA
33
Amplius Wealth Advisors
Pennsylvania
$29.5M -$659K -17,733 -2%
AssetMark Inc
34
AssetMark Inc
California
$29.1M -$7.77M -209,169 -22%
OIA
35
OneDigital Investment Advisors
Kansas
$28.8M +$24.4M +655,576 +762%
State Street
36
State Street
Massachusetts
$28.7M -$3.78M -101,706 -12%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$28.1M +$16.6M +446,695 +161%
DC
38
Davenport & Co
Virginia
$27.8M +$26.6M +715,945 New
GVAG
39
Great Valley Advisor Group
Delaware
$27.4M +$10.1M +270,791 +62%
RJA
40
Raymond James & Associates
Florida
$27M +$5.05M +135,877 +24%
HighTower Advisors
41
HighTower Advisors
Illinois
$26.5M +$9.79M +263,407 +63%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$25.7M +$16.9M +454,761 +220%
MIS
43
Morningstar Investment Services
Illinois
$25.1M +$132K +3,542 +0.5%
PWA
44
Peterson Wealth Advisors
Utah
$23.4M +$223 +6 +0%
APWA
45
Atlas Private Wealth Advisors
New Jersey
$23.3M +$22.3M +600,461 New
CAN
46
Cetera Advisor Networks
California
$22.9M +$3.74M +100,685 +21%
ST
47
Spinnaker Trust
Maine
$22.7M +$580K +15,607 +3%
FFN
48
Focus Financial Network
Minnesota
$21.8M +$20.8M +560,846 New
EH
49
Equitable Holdings
New York
$21.8M +$12M +322,421 +136%
GWP
50
Gateway Wealth Partners
Wisconsin
$20.2M +$715K +19,225 +4%