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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
651
Wallace Advisory Group
California
$214K +$215K +5,160 New
LSA
652
Lion Street Advisors
Texas
$214K -$1.46K -35 -0.7%
BFG
653
Bleakley Financial Group
New Jersey
$214K +$14.9K +358 +7%
SW
654
Simplicity Wealth
New Jersey
$214K +$14.9K +358 +7%
RCAG
655
Rehmann Capital Advisory Group
Michigan
$210K +$2.71K +65 +1%
ATC
656
Argent Trust Co
Tennessee
$210K -$9.92K -238 -5%
SW
657
SVB Wealth
Massachusetts
$208K -$152K -3,655 -42%
NS
658
NBC Securities
Alabama
$208K +$4.79K +115 +2%
EIP
659
Ellis Investment Partners
Pennsylvania
$206K
GWAM
660
Guardian Wealth Advisors (Minnesota)
Minnesota
$204K
PWM
661
Power Wealth Management
Georgia
$203K -$5.63K -135 -3%
FA
662
FSA Advisors
Michigan
$200K
CWM
663
Cranbrook Wealth Management
Michigan
$198K
S
664
Sachetta
Massachusetts
$196K +$33.4K +801 +23%
AIP
665
Ameritas Investment Partners
Nebraska
$193K +$5.38K +129 +3%
TPCW
666
TD Private Client Wealth
New York
$187K +$24.5K +589 +15%
US Bancorp
667
US Bancorp
Minnesota
$181K +$28.6K +686 +19%
IBOK
668
Independence Bank of Kentucky
Kentucky
$176K
VAG
669
VisionPoint Advisory Group
Texas
$169K -$11.4K -273 -6%
BA
670
Ballast Advisors
Minnesota
$167K -$13.4K -322 -7%
HPC
671
HM Payson & Co
Maine
$166K +$149K +3,576 +866%
AIM
672
Arcadia Investment Management
Michigan
$162K
BBHC
673
Brown Brothers Harriman & Co
New York
$156K +$156K +3,750 New
OSAM
674
O'Shaughnessy Asset Management
Connecticut
$155K +$83.1K +1,994 +115%
WT
675
Washington Trust
Rhode Island
$145K