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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$27.5M +$1.94M +51,592 +9%
PWA
52
Peterson Wealth Advisors
Utah
$26.9M +$908K +24,094 +4%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$26.4M +$17.9M +475,381 +316%
ST
54
Spinnaker Trust
Maine
$25.9M +$548K +14,557 +2%
Stifel Financial
55
Stifel Financial
Missouri
$24.3M +$1.31M +34,694 +6%
MPM
56
MBB Public Markets
Illinois
$23.6M +$21M +558,405 New
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$23.5M +$6.83M +181,285 +48%
FFN
58
Focus Financial Network
Minnesota
$23.5M -$315K -8,362 -1%
Corient Private Wealth
59
Corient Private Wealth
Florida
$22.7M +$402K +10,682 +2%
OIA
60
OneDigital Investment Advisors
Kansas
$22.5M -$6.38M -169,330 -24%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$21.6M +$4.41M +116,974 +30%
GLA
62
Good Life Advisors
Pennsylvania
$20.7M -$1.44M -38,294 -7%
PIMG
63
Patriot Investment Management Group
Tennessee
$19.4M +$4.32M +114,541 +33%
FSA
64
Financial Security Advisor
Virginia
$19.3M +$10.5K +278 +0.1%
GKWIM
65
Gerber Kawasaki Wealth & Investment Management
California
$19.2M +$2.31M +61,377 +16%
KAS
66
Kestra Advisory Services
Texas
$19.2M +$1.75M +46,433 +11%
DWM
67
Dakota Wealth Management
Florida
$19M +$2.72M +72,138 +19%
OFS
68
OneAscent Financial Services
Alabama
$18.3M +$16.4M +434,460 New
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$18.3M -$108K -2,864 -0.7%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$18.3M +$5.44M +144,460 +50%
IWM
71
IHT Wealth Management
Illinois
$17.9M -$860K -22,830 -5%
BS
72
Banco Santander
Spain
$17.3M
MML Investors Services
73
MML Investors Services
Massachusetts
$17.1M +$1.67M +44,272 +12%
EH
74
Equitable Holdings
New York
$16.8M +$505K +13,411 +3%
TPSF
75
Texas Permanent School Fund
Texas
$16.7M -$1.34M -35,465 -8%