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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
651
Oakwell Private Wealth Management
Texas
$456K
FHC
652
First Heartland Consultants
Missouri
$456K -$9.02K -169 -2%
KCPG
653
Kavar Capital Partners Group
Kansas
$455K
KFS
654
Kelly Financial Services
Massachusetts
$454K +$420K +7,868 New
TWP
655
Tyche Wealth Partners
Texas
$450K -$28.5K -533 -6%
ACM
656
Absolute Capital Management
Pennsylvania
$449K +$39.6K +741 +11%
FFW
657
Fusion Family Wealth
New York
$446K +$8.33K +156 +2%
APA
658
Astoria Portfolio Advisors
New York
$445K +$3.26K +61 +0.8%
MGIA
659
Moneta Group Investment Advisors
Missouri
$436K +$37.9K +710 +10%
SCA
660
Sandy Cove Advisors
Massachusetts
$435K -$19.6K -368 -5%
SI
661
Stirlingshire Investments
New York
$435K -$72.8K -1,364 -15%
TCM
662
Triumph Capital Management
Colorado
$430K +$73.7K +1,381 +23%
BWP
663
Balboa Wealth Partners
Arizona
$429K -$229K -4,286 -37%
AR
664
Apeiron RIA
Texas
$428K +$37.4K +701 +10%
First Trust Advisors
665
First Trust Advisors
Illinois
$428K +$1.76K +33 +0.4%
SG
666
Sankala Group
Colorado
$427K +$1.55K +29 +0.4%
IC
667
IEQ Capital
California
$423K +$5.29K +99 +1%
OWCM
668
One Wealth Capital Management
Arizona
$420K +$155K +2,897 +66%
MI
669
Moneywise Inc
Virginia
$419K +$908 +17 +0.2%
SPAS
670
Spectrum Planning & Advisory Services
California
$419K -$10.2K -191 -3%
WMA
671
William Mack & Associates
Michigan
$419K
WEG
672
World Equity Group
Illinois
$418K +$387K +7,253 New
BTWM
673
Baker Tilly Wealth Management
Wisconsin
$414K -$16.9K -317 -4%
PWA
674
PCG Wealth Advisors
Kansas
$411K +$37.4K +700 +11%
YIA
675
YHB Investment Advisors
Connecticut
$410K +$15.9K +297 +4%