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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
476
Retirement Planning Company of New England
Rhode Island
$338K -$41.7K -1,071 -10%
MSFS
477
Main Street Financial Solutions
Pennsylvania
$338K -$3.9K -100 -1%
CT
478
Caldwell Trust
Florida
$338K -$5.18K -133 -1%
STA
479
Summit Trail Advisors
New York
$336K -$106K -2,715 -23%
MAG
480
Mayfair Advisory Group
Alabama
$335K +$355K +9,116 New
MWM
481
MBE Wealth Management
Wisconsin
$331K -$26.6K -682 -7%
HSG
482
Helen Stephens Group
Texas
$325K -$1.44K -37 -0.4%
Northern Trust
483
Northern Trust
Illinois
$320K -$21.4K -549 -6%
FIM
484
Fernwood Investment Management
Massachusetts
$319K -$8.1K -208 -2%
LA
485
Lifeworks Advisors
Michigan
$319K -$40.3K -1,035 -11%
WF
486
Welch & Forbes
Massachusetts
$316K -$100K -2,573 -23%
VIP
487
Vantage Investment Partners
Missouri
$315K +$64.3K +1,652 +24%
PSCM
488
Per Stirling Capital Management
Texas
$314K +$779 +20 +0.2%
KCPG
489
Kavar Capital Partners Group
Kansas
$313K
OPWM
490
Oakwell Private Wealth Management
Texas
$312K
VDBMI
491
Van Den Berg Management I
Texas
$307K -$31.7K -814 -9%
TVAMP
492
Tennessee Valley Asset Management Partners
Tennessee
$306K +$62K +1,592 +24%
PCM
493
Parsons Capital Management
Rhode Island
$305K +$5.3K +136 +2%
LWM
494
Liberty Wealth Management
California
$304K -$70.1K -1,799 -18%
CF
495
Centaurus Financial
California
$304K +$124K +3,172 +63%
AWAU
496
Alliance Wealth Advisors (Utah)
Utah
$303K +$46.3K +1,188 +17%
MFT
497
Moisand Fitzgerald Tamayo
Florida
$302K -$9.07K -233 -3%
LFA
498
Laraway Financial Advisors
Minnesota
$299K +$39 +1 +0%
NWMG
499
National Wealth Management Group
Ohio
$299K -$8.84K -227 -3%
MFG
500
Monumental Financial Group
Maryland
$298K