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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
526
Kestra Private Wealth Services
Texas
$495K -$93.2K -2,312 -17%
SF
527
Symphony Financial
Texas
$491K +$424K +10,526 New
MIG
528
McGuire Investment Group
Rhode Island
$484K
BOM
529
Bank of Marin
California
$482K -$2.7K -67 -0.6%
WA
530
Wambolt & Associates
Colorado
$482K -$165K -4,093 -27%
SF
531
Seros Financial
Arizona
$477K +$81 +2 +0%
SFG
532
Sovereign Financial Group
Connecticut
$477K
LA
533
Lynch & Associates
Indiana
$473K
MF
534
Montis Financial
Massachusetts
$471K +$6.9K +171 +2%
BWM
535
BCS Wealth Management
Tennessee
$471K -$29.4K -730 -6%
SFS
536
Security Financial Services
Indiana
$468K -$77K -1,910 -15%
SHGA
537
Sand Hill Global Advisors
California
$465K
ACM
538
Advance Capital Management
Michigan
$465K -$34.6K -857 -7%
KeyBank National Association
539
KeyBank National Association
Ohio
$465K
SCA
540
Snowden Capital Advisors
New York
$465K -$23.1K -572 -5%
OC
541
Oppenheimer & Co
New York
$463K +$25.3K +628 +6%
SI
542
Stephens Inc
Arkansas
$463K +$6.53K +162 +2%
BPA
543
Beacon Pointe Advisors
California
$459K -$1.61K -40 -0.4%
EWA
544
Exencial Wealth Advisors
Oklahoma
$453K -$2.26K -56 -0.5%
GK
545
Graney & King
New York
$448K +$1.25K +31 +0.3%
SLC
546
Second Line Capital
Louisiana
$447K -$282 -7 -0.1%
TPCM
547
Templeton & Phillips Capital Management
Tennessee
$442K
OSNBOA
548
Old Second National Bank of Aurora
Illinois
$442K -$2.46K -61 -0.6%
VIM
549
Vista Investment Management
Pennsylvania
$437K +$25.6K +635 +7%
ASN
550
Advisory Services Network
Georgia
$435K -$151K -3,756 -27%