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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
701
PKS Advisory Services
New York
$289K +$287K +6,159 New
AWM
702
Adams Wealth Management
Utah
$287K -$17.5K -375 -6%
CI
703
CacheTech Inc
Utah
$287K -$17.5K -375 -6%
TIAA Trust, National Association
704
TIAA Trust, National Association
North Carolina
$286K -$33K -707 -10%
AR
705
Apeiron RIA
Texas
$286K +$21.7K +465 +9%
NCM
706
Noesis Capital Mangement
Florida
$281K – – –
Moneta Group Investment Advisors
707
Moneta Group Investment Advisors
Missouri
$281K -$14.2K -304 -5%
Focus Partners Advisor Solutions
708
Focus Partners Advisor Solutions
Missouri
$281K -$6.06K -130 -2%
SPA
709
Sentinel Pension Advisors
Massachusetts
$280K +$1.35K +29 +0.5%
Sapient Capital
710
Sapient Capital
Indiana
$276K – – –
UAG
711
United Advisor Group
Ohio
$276K -$15.7K -336 -5%
CAAS
712
Capital Asset Advisory Services
Michigan
$275K -$94.5K -2,026 -26%
Q1WB
713
Quest 10 Wealth Builders
Virginia
$273K +$7.18K +154 +3%
MAMG
714
Milestone Asset Management Group
Connecticut
$271K +$513 +11 +0.2%
AFTS
715
American Financial & Tax Strategies
New York
$269K -$11.1K -239 -4%
MWM
716
Mascagni Wealth Management
Mississippi
$269K +$7.28K +156 +3%
SFC
717
Strategic Financial Concepts
Texas
$268K -$27.1M -581,939 -99%
EverSource Wealth Advisors
718
EverSource Wealth Advisors
Alabama
$267K -$85.9K -1,842 -24%
RCAG
719
Rehmann Capital Advisory Group
Michigan
$266K – – –
SI
720
Stirlingshire Investments
New York
$266K +$265K +5,680 New
IF
721
Ironwood Financial
Arizona
$266K +$47 +1 +0%
AWA
722
Acorn Wealth Advisors
Michigan
$266K +$8.63K +185 +3%
BC
723
Brio Consultants
California
$265K -$46.8K -1,003 -15%
CA
724
Continuum Advisory
Idaho
$264K -$9.61K -206 -4%
RMF
725
Red Mountain Financial
Colorado
$262K +$20.5K +440 +9%