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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWTS
651
Stonehaven Wealth & Tax Solutions
Wisconsin
$287K -$750K -17,026 -71%
CSIC
652
Clifford Swan Investment Counsel
California
$286K
DE
653
Diversified Enterprises
Delaware
$284K +$1.98K +45 +0.7%
KFGK
654
Keystone Financial Group (Kentucky)
Kentucky
$282K +$44K +998 +17%
FB
655
Fulton Bank
Pennsylvania
$281K -$4.58K -104 -1%
SAM
656
Smartleaf Asset Management
Massachusetts
$279K +$23K +521 +8%
OC
657
Optima Capital
Oregon
$279K -$91.6K -2,079 -23%
IFPG
658
Intrepid Financial Planning Group
Indiana
$278K +$10K +227 +3%
SF
659
Synovus Financial
Georgia
$275K +$41.4K +939 +16%
AC
660
AIFG Consultants
New York
$274K +$308 +7 +0.1%
APP
661
Avantax Planning Partners
Iowa
$273K
SIC
662
Salem Investment Counselors
North Carolina
$272K -$734K -16,672 -71%
JFG
663
JDM Financial Group
Texas
$272K -$5.86K -133 -2%
HP
664
Haven Private
Florida
$271K
VPWA
665
Vestia Personal Wealth Advisors
Indiana
$270K -$837 -19 -0.3%
UWM
666
USAdvisors Wealth Management
Minnesota
$266K -$130K -2,943 -31%
CFAM
667
Center For Asset Management
Florida
$265K -$46.3K -1,051 -14%
LFG
668
Leverty Financial Group
Wisconsin
$264K +$286K +6,487 New
MWM
669
MBE Wealth Management
Wisconsin
$264K -$17.3K -392 -6%
First Trust Advisors
670
First Trust Advisors
Illinois
$262K -$20.4K -464 -7%
KP
671
Keel Point
Alabama
$261K +$29.2K +663 +12%
SC
672
Sapient Capital
Indiana
$259K +$23.2K +527 +9%
SPC
673
Sigma Planning Corp
Michigan
$258K -$1.03M -23,283 -79%
TI
674
Trexquant Investment
Connecticut
$257K +$277K +6,295 New
MBI
675
May Barnhard Investments
Maryland
$256K +$277K +6,290 New