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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
551
First Heartland Consultants
Missouri
$213K -$54.5K -1,400 -20%
KAS
552
KPP Advisory Services
Kentucky
$212K +$224K +5,742 New
SHJ
553
Sharkey, Howes & Javer
Colorado
$210K -$20.8K -533 -9%
AMCA
554
Arthur M. Cohen & Associates
Illinois
$210K +$351 +9 +0.2%
MCWS
555
McKinley Carter Wealth Services
West Virginia
$207K -$351 -9 -0.2%
MM
556
Meridian Management
Arkansas
$206K
SL
557
SWMG LLC
Texas
$205K -$2.02K -52 -0.9%
TAM
558
Townsend Asset Management
North Carolina
$203K +$39 +1 +0%
PVI
559
Pine Valley Investments
New Jersey
$202K -$10.8K -278 -5%
AWM
560
Angeles Wealth Management
California
$188K
CHA
561
Carmichael Hill & Associates
Maryland
$184K +$64.5K +1,657 +50%
NS
562
NBC Securities
Alabama
$179K +$189K +4,854 New
AIP
563
Ameritas Investment Partners
Nebraska
$167K +$117 +3 +0.1%
OSAM
564
O'Shaughnessy Asset Management
Connecticut
$160K -$1.6K -41 -0.9%
IBOK
565
Independence Bank of Kentucky
Kentucky
$156K
WT
566
Washington Trust
Rhode Island
$148K
BAAM
567
Baker Avenue Asset Management
California
$148K -$137K -3,529 -47%
TIM
568
Tortoise Investment Management
New York
$147K +$64.8K +1,663 +72%
NCM
569
Northwest Capital Management
Oregon
$145K +$44.8K +1,151 +42%
TPCW
570
TD Private Client Wealth
New York
$141K -$2.84K -73 -2%
AIM
571
Arcadia Investment Management
Michigan
$141K
CP
572
Castleview Partners
Texas
$137K +$36.8K +946 +34%
LWCFA
573
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$132K +$141K +3,619 +7,238%
Citigroup
574
Citigroup
New York
$117K -$16.8K -432 -12%
VAG
575
VisionPoint Advisory Group
Texas
$106K +$94.1K +2,417 +546%