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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
$59.9M +$2.44M +52,308 +4%
Stifel Financial
27
Stifel Financial
Missouri
$56.1M +$2.99M +64,159 +6%
PAG
28
Private Advisor Group
New Jersey
$55.7M -$1.15M -24,581 -2%
Envestnet Portfolio Solutions
29
Envestnet Portfolio Solutions
Illinois
$55.2M -$3.62M -77,527 -6%
GVAG
30
Great Valley Advisor Group
Delaware
$53M +$1.61M +34,422 +3%
HighTower Advisors
31
HighTower Advisors
Illinois
$48.6M -$961K -20,612 -2%
MIM
32
Morningstar Investment Management
Illinois
$47.4M +$819K +17,572 +2%
Wells Fargo
33
Wells Fargo
California
$46.6M +$4.78M +102,413 +11%
MWA
34
Midland Wealth Advisors
Illinois
$46M +$599K +12,850 +1%
EH
35
Equitable Holdings
New York
$44.9M +$798K +17,117 +2%
SMM
36
Stadion Money Management
Georgia
$43.4M -$3.68M -78,994 -8%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$42M +$59.7K +1,281 +0.1%
PIMG
38
Patriot Investment Management Group
Tennessee
$37M +$959K +20,560 +3%
DC
39
Davenport & Co
Virginia
$36.8M +$2.28M +48,810 +7%
Truist Financial
40
Truist Financial
North Carolina
$36.3M -$3.01M -64,522 -8%
FFN
41
Focus Financial Network
Minnesota
$35M +$1.19M +25,512 +4%
PWA
42
Peterson Wealth Advisors
Utah
$33.7M -$480K -10,284 -1%
BS
43
Banco Santander
Spain
$32.6M +$5.15M +110,381 +19%
HAG
44
HighPoint Advisor Group
Illinois
$32.1M +$31.9M +684,513 New
ODIJL
45
One Day In July LLC
Vermont
$31.8M +$3.28M +70,291 +12%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$30.8M +$1.46M +31,209 +5%
FCAS
47
First Command Advisory Services
Texas
$30.5M +$4.8M +102,894 +19%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$30.4M -$315K -6,752 -1%
DJSG
49
D.J. St. Germain
Massachusetts
$30.1M +$1.67M +35,821 +6%
Corient Private Wealth
50
Corient Private Wealth
Florida
$29.8M -$921K -19,756 -3%