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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CC
526
Courier Capital
New York
$484K +$175K +3,975 +60%
MCA
527
MSH Capital Advisors
Arizona
$473K +$153K +3,478 +50%
NFP
528
Narus Financial Partners
Utah
$467K +$11.1K +253 +3%
AFG
529
Atomi Financial Group
New York
$465K -$43.2K -983 -9%
FTWA
530
Fifth Third Wealth Advisors
Ohio
$464K +$448K +10,190 New
AIM
531
Anchor Investment Management
South Carolina
$460K
SAI
532
Savvy Advisors Inc
New York
$458K -$167K -3,791 -27%
TFS
533
Thoroughbred Financial Services
Tennessee
$458K
CFGS
534
Concourse Financial Group Securities
Alabama
$457K -$19.9K -454 -4%
RBFC
535
Roman Butler Fullerton & Co
Missouri
$456K +$203K +4,610 +85%
BCM
536
Brookstone Capital Management
Illinois
$454K +$44.9K +1,022 +11%
UWM
537
USAdvisors Wealth Management
Minnesota
$450K -$106K -2,416 -20%
GC
538
Gilbert & Cook
Iowa
$447K -$128K -2,904 -23%
OSNBOA
539
Old Second National Bank of Aurora
Illinois
$445K +$14.3K +326 +3%
SWA
540
Sightline Wealth Advisors
Connecticut
$441K -$110K -2,494 -20%
WIC
541
Whitegate Investment Counselors
New Hampshire
$441K -$37.5K -854 -8%
TVAMP
542
Tennessee Valley Asset Management Partners
Tennessee
$438K +$23.9K +544 +6%
PFG
543
PAX Financial Group
Texas
$431K -$30.9K -704 -7%
VF
544
Vawter Financial
Ohio
$430K -$18.1K -411 -4%
OFG
545
Oxford Financial Group
Indiana
$428K -$6.46K -147 -2%
CT
546
Caldwell Trust
Florida
$417K
HWM
547
Horizon Wealth Management
Illinois
$415K +$44 +1 +0%
RWPA
548
Richard W. Paul & Associates
Michigan
$412K -$11.6K -263 -3%
MF
549
Montis Financial
Massachusetts
$410K +$396K +9,015 New
MAM
550
Milestone Asset Management
Pennsylvania
$410K +$396K +9,010 New