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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
526
Summit Investment Advisory Services
Minnesota
$814K -$55.5K -1,040 -7%
VFS
527
Valpey Financial Services
New Hampshire
$813K +$73.6K +1,378 +11%
SFG
528
Sunburst Financial Group
Alabama
$809K +$481 +9 +0.1%
ITB
529
Idaho Trust Bank
Idaho
$798K -$170K -3,189 -19%
WANY
530
Wealthspire Advisors (New York)
New York
$787K +$396K +7,409 +119%
SAI
531
Savvy Advisors Inc
New York
$787K +$128K +2,401 +21%
EGA
532
E&G Advisors
Texas
$783K -$2.67K -50 -0.4%
CWM
533
Collaborative Wealth Management
Florida
$783K -$61.5K -1,152 -8%
PWA
534
Perspective Wealth Advisors
Colorado
$782K +$50.7K +949 +8%
IAP
535
Indie Asset Partners
Indiana
$780K -$2.99K -56 -0.4%
RWM
536
Raffa Wealth Management
District of Columbia
$779K +$665K +12,448 +1,174%
ARC
537
Advisor Resource Council
Texas
$779K +$1.71K +32 +0.2%
PCIA
538
Prime Capital Investment Advisors
Kansas
$776K -$28.7K -538 -4%
Natixis Advisors
539
Natixis Advisors
Massachusetts
$774K +$717K +13,437 New
OWA
540
Outlook Wealth Advisors
Texas
$773K -$52.1K -976 -7%
LA
541
Lifeworks Advisors
Michigan
$772K -$80.6K -1,509 -10%
LA
542
LexAurum Advisors
Kansas
$772K -$16.6K -311 -2%
EAN
543
Excelsior Advisor Network
Colorado
$769K -$22.4K -419 -3%
NFG
544
Nations Financial Group
Iowa
$769K +$3.42K +64 +0.5%
MWS
545
MFA Wealth Services
California
$768K -$1.66K -31 -0.2%
IPA
546
Investment Planning Advisors
Georgia
$757K +$3.15K +59 +0.5%
MA
547
Mutual Advisors
Nebraska
$747K +$87.8K +1,644 +15%
RPCONE
548
Retirement Planning Company of New England
Rhode Island
$743K -$8.54K -160 -1%
TFG
549
Tilson Financial Group
New Jersey
$741K -$8.76K -164 -1%
Northern Trust
550
Northern Trust
Illinois
$739K +$166K +3,116 +32%