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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Dakota Wealth Management
Florida
$56.8M +$4.85M +108,059 +10%
PAG
27
Private Advisor Group
New Jersey
$56.2M -$1.23M -27,532 -2%
MSA
28
Mason Street Advisors
Wisconsin
$53.9M +$3.36M +74,900 +7%
Stifel Financial
29
Stifel Financial
Missouri
$52.5M +$4.42M +98,477 +10%
GVAG
30
Great Valley Advisor Group
Delaware
$50.8M +$1.57M +34,995 +3%
HighTower Advisors
31
HighTower Advisors
Illinois
$49M +$4.26M +94,905 +10%
SMM
32
Stadion Money Management
Georgia
$46.6M +$8.54M +190,420 +23%
MIM
33
Morningstar Investment Management
Illinois
$46M +$33.7M +751,719 +310%
MWA
34
Midland Wealth Advisors
Illinois
$44.8M -$8.72M -194,513 -17%
EH
35
Equitable Holdings
New York
$43.6M +$3.55M +79,254 +9%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$41.4M -$3.33M -74,243 -8%
Wells Fargo
37
Wells Fargo
California
$41.3M -$759K -16,921 -2%
Truist Financial
38
Truist Financial
North Carolina
$38.9M -$157K -3,491 -0.4%
WFPG
39
Waller Financial Planning Group
Ohio
$38.9M +$536K +11,945 +1%
PIMG
40
Patriot Investment Management Group
Tennessee
$35.6M +$1.5M +33,395 +5%
DC
41
Davenport & Co
Virginia
$34.1M -$5.97M -133,232 -15%
PWA
42
Peterson Wealth Advisors
Utah
$33.6M +$1.49M +33,313 +5%
FFN
43
Focus Financial Network
Minnesota
$33.4M +$209K +4,663 +0.7%
Corient Private Wealth
44
Corient Private Wealth
Florida
$30.4M +$3.19M +71,200 +12%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$30.3M +$717K +15,992 +3%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$29M -$2.04M -45,508 -7%
AF
47
Abound Financial
California
$28.7M +$116K +2,596 +0.4%
ODIJL
48
One Day In July LLC
Vermont
$28.2M +$4.07M +90,720 +18%
DJSG
49
D.J. St. Germain
Massachusetts
$28.1M +$2.99M +66,763 +12%
CBT
50
Crews Bank & Trust
Florida
$27.9M -$2.73M -60,884 -9%