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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HAM
651
Harmony Asset Management
Arizona
$383K – – –
OP
652
Oath Planning
Oklahoma
$382K +$1.34K +27 +0.3%
OPWM
653
Oakwell Private Wealth Management
Texas
$382K – – –
SCA
654
Sandy Cove Advisors
Massachusetts
$382K -$1.88K -38 -0.5%
KCPG
655
Kavar Capital Partners Group
Kansas
$382K +$50 +1 +0%
VPP
656
Vertex Planning Partners
Illinois
$380K -$1.24K -25 -0.3%
FFW
657
Fusion Family Wealth
New York
$375K – – –
PFA
658
Pettinga Financial Advisors
Indiana
$374K +$147K +2,972 +62%
VVP
659
Venture Visionary Partners
Ohio
$370K +$10.1K +204 +3%
OCA
660
OpenArc Corporate Advisory
Georgia
$368K +$46.9K +947 +14%
CFS
661
Coordinated Financial Services
Colorado
$364K +$1.04K +21 +0.3%
BTWM
662
Baker Tilly Wealth Management
Wisconsin
$362K -$1.73K -35 -0.5%
SPAS
663
Spectrum Planning & Advisory Services
California
$361K -$13.5K -273 -4%
OSAM
664
O'Shaughnessy Asset Management
Connecticut
$359K +$49.7K +1,004 +16%
First Trust Advisors
665
First Trust Advisors
Illinois
$357K +$15.3K +310 +4%
NFP
666
Narus Financial Partners
Utah
$355K -$69.9K -1,413 -16%
US Bancorp
667
US Bancorp
Minnesota
$354K +$9.75K +197 +3%
SG
668
Sankala Group
Colorado
$354K -$1.04K -21 -0.3%
WF
669
Welch & Forbes
Massachusetts
$351K – – –
WMA
670
William Mack & Associates
Michigan
$351K – – –
MI
671
Moneywise Inc
Virginia
$351K -$198 -4 -0.1%
IC
672
IEQ Capital
California
$350K -$282K -5,698 -44%
VDBMI
673
Van Den Berg Management I
Texas
$350K -$2.48K -50 -0.7%
APP
674
Avantax Planning Partners
Iowa
$345K +$15.4K +312 +5%
ACM
675
Absolute Capital Management
Pennsylvania
$341K -$42K -848 -11%