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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFS
626
Retirement Financial Solutions
Tennessee
$320K -$19.5M -435,181 -98%
First Trust Advisors
627
First Trust Advisors
Illinois
$319K +$10.9K +244 +4%
OC
628
Optima Capital
Oregon
$319K +$1.12K +25 +0.4%
BTWM
629
Baker Tilly Wealth Management
Wisconsin
$317K +$48K +1,071 +19%
TIAA Trust, National Association
630
TIAA Trust, National Association
North Carolina
$316K +$306K +6,820 New
VWM
631
VCI Wealth Management
Missouri
$314K +$31.2K +696 +11%
OE
632
October Effect
Virginia
$313K -$7.94K -177 -3%
CA
633
Clune & Associates
Illinois
$313K +$303K +6,752 New
APP
634
Avantax Planning Partners
Iowa
$310K
SIC
635
Salem Investment Counselors
North Carolina
$309K
JFG
636
JDM Financial Group
Texas
$309K +$45 +1 +0%
BC
637
Brio Consultants
California
$309K -$66.8K -1,490 -18%
UWM
638
USAdvisors Wealth Management
Minnesota
$304K -$5.25K -117 -2%
FDDB
639
Fidelity D&D Bancorp
Pennsylvania
$302K
MWM
640
MBE Wealth Management
Wisconsin
$302K +$3.59K +80 +1%
AWM
641
Adams Wealth Management
Utah
$301K -$1.27M -28,422 -81%
CI
642
CacheTech Inc
Utah
$301K -$1.27M -28,422 -81%
US Bancorp
643
US Bancorp
Minnesota
$298K +$51.7K +1,153 +22%
VPWA
644
Vestia Personal Wealth Advisors
Indiana
$298K +$897 +20 +0.3%
FIA
645
Foundations Investment Advisors
Arizona
$298K +$288K +6,426 New
DWAM
646
Duncan Williams Asset Management
Tennessee
$298K +$35.2K +785 +14%
KFS
647
Kelly Financial Services
Massachusetts
$292K +$283K +6,303 New
MGIA
648
Moneta Group Investment Advisors
Missouri
$292K +$46.4K +1,035 +20%
MBI
649
May Barnhard Investments
Maryland
$291K +$628 +14 +0.2%
AC
650
AIFG Consultants
New York
$289K +$135 +3 +0%