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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
651
Keudell/Morrison Wealth Management
Oregon
$289K +$35.7K +810 +13%
SWTS
652
Stonehaven Wealth & Tax Solutions
Wisconsin
$287K -$750K -17,026 -71%
CSIC
653
Clifford Swan Investment Counsel
California
$286K – – –
DE
654
Diversified Enterprises
Delaware
$284K +$1.98K +45 +0.7%
KFGK
655
Keystone Financial Group (Kentucky)
Kentucky
$282K +$44K +998 +17%
FB
656
Fulton Bank
Pennsylvania
$281K -$4.58K -104 -1%
SAM
657
Smartleaf Asset Management
Massachusetts
$279K +$23K +521 +8%
OC
658
Optima Capital
Oregon
$279K -$91.6K -2,079 -23%
IFPG
659
Intrepid Financial Planning Group
Indiana
$278K +$10K +227 +3%
SF
660
Synovus Financial
Georgia
$275K +$41.4K +939 +16%
AC
661
AIFG Consultants
New York
$274K +$308 +7 +0.1%
APP
662
Avantax Planning Partners
Iowa
$273K – – –
SIC
663
Salem Investment Counselors
North Carolina
$272K -$734K -16,672 -71%
JFG
664
JDM Financial Group
Texas
$272K -$5.86K -133 -2%
HP
665
Haven Private
Florida
$271K – – –
VPWA
666
Vestia Personal Wealth Advisors
Indiana
$270K -$837 -19 -0.3%
UWM
667
USAdvisors Wealth Management
Minnesota
$266K -$130K -2,943 -31%
CFAM
668
Center For Asset Management
Florida
$265K -$46.3K -1,051 -14%
LFG
669
Leverty Financial Group
Wisconsin
$264K +$286K +6,487 New
MWM
670
MBE Wealth Management
Wisconsin
$264K -$17.3K -392 -6%
First Trust Advisors
671
First Trust Advisors
Illinois
$262K -$20.4K -464 -7%
KP
672
Keel Point
Alabama
$261K +$29.2K +663 +12%
SC
673
Sapient Capital
Indiana
$259K +$23.2K +527 +9%
SPC
674
Sigma Planning Corp
Michigan
$258K -$1.03M -23,283 -79%
TI
675
Trexquant Investment
Connecticut
$257K +$277K +6,295 New