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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$58.3M +$448K +9,060 +0.8%
GVAG
27
Great Valley Advisor Group
Delaware
$58M +$3.4M +68,720 +6%
IAA
28
Independent Advisor Alliance
North Carolina
$56.6M +$56.4M +1,139,717 +3,535%
Envestnet Portfolio Solutions
29
Envestnet Portfolio Solutions
Illinois
$54.9M -$1.99M -40,170 -3%
HighTower Advisors
30
HighTower Advisors
Illinois
$50.7M +$566K +11,431 +1%
PAG
31
Private Advisor Group
New Jersey
$46.8M -$10.9M -220,455 -19%
MWA
32
Midland Wealth Advisors
Illinois
$46.6M -$828K -16,725 -2%
Wells Fargo
33
Wells Fargo
California
$45.7M -$2.44M -49,212 -5%
EH
34
Equitable Holdings
New York
$45.7M +$630K +12,733 +1%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$44.2M +$978K +19,763 +2%
DC
36
Davenport & Co
Virginia
$42M +$4.1M +82,794 +11%
SMM
37
Stadion Money Management
Georgia
$41.6M -$3.2M -64,586 -7%
PIMG
38
Patriot Investment Management Group
Tennessee
$39.1M +$977K +19,746 +2%
MIM
39
Morningstar Investment Management
Illinois
$37.4M -$11.8M -237,678 -23%
Truist Financial
40
Truist Financial
North Carolina
$36.7M -$795K -16,070 -2%
BS
41
Banco Santander
Spain
$36.1M +$2.49M +50,335 +7%
FCAS
42
First Command Advisory Services
Texas
$35.7M +$4.4M +88,839 +14%
ODIJL
43
One Day In July LLC
Vermont
$35.6M +$2.87M +58,028 +9%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$35.6M +$3.93M +79,435 +12%
VC
45
Vicus Capital
Pennsylvania
$33M +$2.78M +56,125 +9%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$32.9M +$34.6M +699,363 New
UCFA
47
United Capital Financial Advisors
Texas
$32.7M +$4.68M +94,642 +16%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$32.7M +$1.42M +28,587 +4%
Corient Private Wealth
49
Corient Private Wealth
Florida
$31.7M +$1.45M +29,205 +5%
PWA
50
Peterson Wealth Advisors
Utah
$31.7M -$3.15M -63,708 -9%