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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
51
Clark Capital Management Group
Pennsylvania
$35M +$32.4M +606,750 New
EFA
52
Evernest Financial Advisors
Indiana
$34.6M +$2.02M +37,788 +7%
BAM
53
Berkshire Asset Management
Pennsylvania
$34.3M +$537K +10,049 +2%
RWM
54
RKL Wealth Management
Pennsylvania
$34.2M +$1.26M +23,588 +4%
PCM
55
Penserra Capital Management
California
$34.2M +$8.33M +156,042 +36%
OC
56
Oarsman Capital
Wisconsin
$33.7M +$1.81M +33,918 +6%
AWM
57
Avior Wealth Management
Nebraska
$32.2M +$468K +8,770 +2%
SC
58
Savant Capital
Illinois
$32M +$15.9M +297,827 +97%
MMA
59
Miracle Mile Advisors
California
$31.3M +$4.55M +85,212 +19%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$31.3M -$2.76M -51,700 -9%
ACM
61
AlphaStar Capital Management
North Carolina
$30.1M +$9.94M +186,143 +56%
ST
62
Spinnaker Trust
Maine
$27.7M -$662K -12,401 -3%
AF
63
Abound Financial
California
$27.3M -$3.66M -68,603 -13%
CAAM
64
Cornerstone Advisors Asset Management
Pennsylvania
$26.8M +$5.29M +99,008 +27%
GWAG
65
Garrett Wealth Advisory Group
Texas
$26.6M +$237K +4,436 +1%
CBT
66
Crews Bank & Trust
Florida
$26.3M -$1.63M -30,476 -6%
KW
67
KWB Wealth
California
$26.1M -$5.13M -96,016 -17%
UAS
68
United Asset Strategies
New York
$25M +$240K +4,502 +1%
Cerity Partners
69
Cerity Partners
New York
$24.9M +$214K +4,014 +0.9%
JP Morgan Chase
70
JP Morgan Chase
New York
$24.8M +$1.47M +27,554 +7%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$24.6M +$1.39M +25,963 +6%
GWM
72
Geneos Wealth Management
Colorado
$24.4M +$652K +12,210 +3%
FGC
73
Financial Gravity Companies
Texas
$24.3M +$22.5M +422,057 New
ACG
74
Allen Capital Group
Nebraska
$24.3M +$788K +14,765 +4%
IWC
75
Integrated Wealth Concepts
Massachusetts
$24.1M +$816K +15,284 +4%