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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SOS
651
Silver Oak Securities
Tennessee
$347K -$9.93K -213 -3%
AFG
652
Atomi Financial Group
New York
$344K -$39.2K -840 -10%
PFG
653
PAX Financial Group
Texas
$343K -$67.9K -1,457 -17%
VDBMI
654
Van Den Berg Management I
Texas
$342K +$8.02K +172 +2%
WF
655
Welch & Forbes
Massachusetts
$340K
WMA
656
William Mack & Associates
Michigan
$340K
MI
657
Moneywise Inc
Virginia
$340K -$36.4K -780 -10%
HFS
658
Hopwood Financial Services
Virginia
$338K +$326 +7 +0.1%
US Bancorp
659
US Bancorp
Minnesota
$334K +$32.7K +702 +11%
First Trust Advisors
660
First Trust Advisors
Illinois
$331K +$8.21K +176 +3%
CFG
661
Carr Financial Group
Massachusetts
$330K -$25.1K -539 -7%
CSIC
662
Clifford Swan Investment Counsel
California
$329K -$50.3K -1,078 -13%
TCM
663
Triumph Capital Management
Colorado
$329K -$35.9K -769 -10%
VPWA
664
Vestia Personal Wealth Advisors
Indiana
$329K +$3.03K +65 +1%
KF
665
Ketron Financial
California
$328K +$327K +7,003 New
IFPG
666
Intrepid Financial Planning Group
Indiana
$327K +$373 +8 +0.1%
PSB
667
Piscataqua Savings Bank
New Hampshire
$327K +$326K +6,980 New
RFS
668
Retirement Financial Solutions
Tennessee
$325K +$1.59K +34 +0.5%
OC
669
Optima Capital
Oregon
$325K +$1.59K +34 +0.5%
NEWAS
670
N.E.W. Advisory Services
Wisconsin
$322K +$169K +3,628 +112%
CA
671
Clune & Associates
Illinois
$320K +$3.45K +74 +1%
APP
672
Avantax Planning Partners
Iowa
$320K +$5.55K +119 +2%
IA
673
Integrity Alliance
Iowa
$316K +$314K +6,741 New
FFA
674
Founders Financial Alliance
North Carolina
$314K -$864K -18,534 -73%
OCA
675
OpenArc Corporate Advisory
Georgia
$313K +$311K +6,669 New