We are live on ! Find out more
SPSM icon

State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ORG
626
Optimist Retirement Group
Washington
$279K +$220 +5 +0.1%
KMWM
627
Keudell/Morrison Wealth Management
Oregon
$279K +$269K +6,134 New
EFG
628
Elios Financial Group
Ohio
$278K +$268K +6,109 New
BBA
629
Braun-Bostich & Associates
Pennsylvania
$275K -$89.3K -2,033 -25%
VWM
630
VCI Wealth Management
Missouri
$275K +$2.11K +48 +0.8%
BTWM
631
Baker Tilly Wealth Management
Wisconsin
$274K +$4.48K +102 +2%
NCM
632
Noesis Capital Mangement
Florida
$274K
SPAS
633
Spectrum Planning & Advisory Services
California
$272K +$26.3K +598 +11%
BWA
634
Burt Wealth Advisors
Maryland
$271K
RWM
635
Ritholtz Wealth Management
New York
$271K +$3.6K +82 +1%
TI
636
Trexquant Investment
Connecticut
$269K -$464K -10,551 -64%
SPWG
637
Syntegra Private Wealth Group
Missouri
$268K +$259K +5,884 New
AA
638
Alesco Advisors
New York
$268K -$351 -8 -0.1%
SGI
639
Summit Global Investments
Utah
$267K -$110K -2,509 -30%
FHC
640
First Heartland Consultants
Missouri
$267K -$1.05K -24 -0.4%
MGW
641
MB Generational Wealth
Washington
$267K
KeyBank National Association
642
KeyBank National Association
Ohio
$265K
SC
643
Sapient Capital
Indiana
$265K
NWMG
644
National Wealth Management Group
Ohio
$263K -$132 -3 -0.1%
AFA
645
American Financial Advisors
Georgia
$261K +$252K +5,738 New
CFP
646
Cascade Financial Partners
California
$261K +$176 +4 +0.1%
FOA
647
Five Oceans Advisors
California
$261K -$54.6K -1,243 -18%
AWM
648
Apollon Wealth Management
South Carolina
$259K +$1.05K +24 +0.4%
MCM
649
Mainstream Capital Management
California
$253K +$245K +5,570 New
CIA
650
Concurrent Investment Advisors
Florida
$253K +$5.54K +126 +2%