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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGW
626
MB Generational Wealth
Washington
$244K +$244K +5,864 New
KeyBank National Association
627
KeyBank National Association
Ohio
$242K
SC
628
Sapient Capital
Indiana
$242K
HSG
629
Helen Stephens Group
Texas
$242K -$25.4K -609 -9%
CFP
630
Cascade Financial Partners
California
$241K +$167 +4 +0.1%
NWMG
631
National Wealth Management Group
Ohio
$240K -$81.3K -1,952 -25%
HFA
632
High Falls Advisors
New York
$240K
AWM
633
Apollon Wealth Management
South Carolina
$236K +$12.3K +294 +5%
DA
634
Detalus Advisors
Missouri
$235K -$47.6K -1,142 -17%
PFA
635
Professional Financial Advisors
Nebraska
$231K +$208 +5 +0.1%
TAM
636
Townsend Asset Management
North Carolina
$228K +$83 +2 +0%
UAG
637
United Advisor Group
Ohio
$228K +$229K +5,498 New
TWP
638
Tyche Wealth Partners
Texas
$227K +$228K +5,460 New
CIA
639
Concurrent Investment Advisors
Florida
$225K +$226K +5,423 New
SEA
640
Stegent Equity Advisors
Texas
$225K
RBFC
641
Roman Butler Fullerton & Co
Missouri
$223K +$958 +23 +0.4%
VWA
642
Visionary Wealth Advisors
Illinois
$223K -$9.92K -238 -4%
AWM
643
Angeles Wealth Management
California
$223K
MW
644
Maia Wealth
Colorado
$222K +$211K +5,055 New
SPAS
645
Spectrum Planning & Advisory Services
California
$222K +$225K +5,390 New
RMF
646
Red Mountain Financial
Colorado
$220K +$221K +5,297 New
SBIA
647
Sheaff Brock Investment Advisors
Indiana
$218K +$417 +10 +0.2%
D
648
Diversified
Delaware
$217K
NEWAS
649
N.E.W. Advisory Services
Wisconsin
$216K +$6.21K +149 +3%
CRIG
650
Charter Research & Investment Group
Connecticut
$214K