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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
551
Stephens Inc
Arkansas
$337K +$20.5K +495 +7%
DWM
552
Dogwood Wealth Management
Kansas
$337K -$216K -5,219 -40%
LFA
553
Laraway Financial Advisors
Minnesota
$336K -$1.45K -35 -0.4%
FFW
554
Fusion Family Wealth
New York
$336K
NWMG
555
National Wealth Management Group
Ohio
$333K +$3.18K +77 +1%
JFG
556
JDM Financial Group
Texas
$330K +$41 +1 +0%
AA
557
ACT Advisors
North Carolina
$323K -$8.02K -194 -3%
AC
558
AIFG Consultants
New York
$320K -$142K -3,446 -32%
CFD
559
Creative Financial Designs
Indiana
$319K -$104K -2,509 -25%
LA
560
Lifeworks Advisors
Michigan
$317K -$76.6K -1,852 -20%
AFTS
561
American Financial & Tax Strategies
New York
$317K -$11.7K -283 -4%
VT
562
Vise Technologies
New York
$314K +$83.8K +2,028 +39%
AAS
563
Ameritas Advisory Services
Nebraska
$314K +$2.15K +52 +0.7%
Lido Advisors
564
Lido Advisors
California
$312K -$23.1K -559 -7%
SF
565
Synovus Financial
Georgia
$309K +$47.8K +1,157 +19%
AP
566
Adero Partners
California
$309K
SL
567
SWMG LLC
Texas
$308K +$67.6K +1,636 +30%
WF
568
Welch & Forbes
Massachusetts
$307K -$55.1K -1,333 -16%
FNWA
569
Financial Network Wealth Advisors
Utah
$302K +$5.29K +128 +2%
CFS
570
Coordinated Financial Services
Colorado
$302K +$290K +7,010 New
BTWM
571
Baker Tilly Wealth Management
Wisconsin
$301K -$205K -4,952 -41%
CSIC
572
Clifford Swan Investment Counsel
California
$301K
FTDI
573
First Trust Direct Indexing
Massachusetts
$295K +$55.9K +1,352 +25%
AFAS
574
Acorn Financial Advisory Services
Virginia
$294K -$123K -2,985 -30%
AC
575
ASB Consultores
Florida
$294K -$7.68M -185,892 -96%