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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APP
676
Avantax Planning Partners
Iowa
$301K
AIP
677
Alexis Investment Partners
Texas
$301K +$311K +6,696 New
HP
678
Haven Private
Florida
$299K +$309K +6,650 New
VPWA
679
Vestia Personal Wealth Advisors
Indiana
$298K +$1.58K +34 +0.5%
FF
680
Fox Financial
Pennsylvania
$296K -$242K -5,205 -44%
PCG
681
Prosperity Consulting Group
Maryland
$296K -$47 -1 -0%
IFPG
682
Intrepid Financial Planning Group
Indiana
$296K +$5.21K +112 +2%
SWA
683
Sightline Wealth Advisors
Connecticut
$296K -$145K -3,116 -32%
NEWAS
684
N.E.W. Advisory Services
Wisconsin
$294K +$17.4K +373 +6%
ST
685
Sentinel Trust
Texas
$294K -$100K -2,154 -25%
AWA
686
Amplius Wealth Advisors
Pennsylvania
$292K -$233 -5 -0.1%
CF
687
Collier Financial
Colorado
$291K +$301K +6,475 New
VWM
688
VCI Wealth Management
Missouri
$286K +$14.8K +318 +5%
SAM
689
Smartleaf Asset Management
Massachusetts
$285K +$248K +5,342 +532%
AFA
690
American Financial Advisors
Georgia
$283K +$26K +559 +10%
KMWM
691
Keudell/Morrison Wealth Management
Oregon
$282K +$6.88K +148 +2%
Vontobel Holding
692
Vontobel Holding
Switzerland
$281K +$291K +6,260 New
AIM
693
Acropolis Investment Management
Missouri
$281K
MLRA
694
Main Line Retirement Advisors
Montana
$280K +$1.3K +28 +0.5%
BFG
695
Bleakley Financial Group
New Jersey
$280K +$67.3K +1,447 +30%
RFP
696
Root Financial Partners
California
$279K +$289K +6,218 New
KWM
697
Keebeck Wealth Management
Illinois
$277K +$287K +6,168 New
BBA
698
Braun-Bostich & Associates
Pennsylvania
$272K +$93 +2 +0%
AFTS
699
American Financial & Tax Strategies
New York
$271K -$6.23K -134 -2%
NCM
700
Noesis Capital Mangement
Florida
$270K