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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
26
Independent Advisor Alliance
North Carolina
$63.7M +$66M +1,418,031 New
Osaic Holdings
27
Osaic Holdings
Arizona
$62.1M +$781K +16,797 +1%
GVAG
28
Great Valley Advisor Group
Delaware
$61.3M +$3.84M +82,547 +6%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$59.6M +$4.28M +92,063 +7%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$56.4M +$2.09M +44,985 +4%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$55.9M +$3.82M +82,027 +7%
State Street
32
State Street
Massachusetts
$55.7M -$8.37M -180,042 -13%
Stifel Financial
33
Stifel Financial
Missouri
$48.5M +$11.4M +245,857 +29%
MWA
34
Midland Wealth Advisors
Illinois
$47.7M +$177K +3,802 +0.4%
SMM
35
Stadion Money Management
Georgia
$47.1M -$18.1M -388,889 -27%
Raymond James Financial
36
Raymond James Financial
Florida
$46.6M +$48.3M +1,038,392 New
HighTower Advisors
37
HighTower Advisors
Illinois
$43.9M +$1.4M +30,082 +3%
MFG
38
Merit Financial Group
Georgia
$43.8M -$4.46M -95,834 -9%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$43.5M +$5.29M +113,649 +13%
CAL
40
Capital Analysts LLC
Pennsylvania
$43M +$258K +5,542 +0.6%
Wells Fargo
41
Wells Fargo
California
$42.3M -$822K -17,668 -2%
Truist Financial
42
Truist Financial
North Carolina
$42.3M +$255K +5,484 +0.6%
4WM
43
49 Wealth Management
Texas
$40M +$8.6M +184,865 +26%
MSA
44
Mason Street Advisors
Wisconsin
$38.3M +$5.25M +112,800 +15%
ST
45
Spinnaker Trust
Maine
$37.5M +$2.57M +55,249 +7%
AssetMark Inc
46
AssetMark Inc
California
$37M +$4.83M +103,788 +14%
WFPG
47
Waller Financial Planning Group
Ohio
$36.5M -$87.2K -1,874 -0.2%
DWM
48
Dakota Wealth Management
Florida
$36.4M +$4.66M +100,261 +14%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$34.5M +$11.3M +241,908 +46%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$34M +$2.24M +48,196 +7%