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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$25.2M -$2.01M -48,317 -7%
PIMG
52
Patriot Investment Management Group
Tennessee
$24.5M +$2.56M +61,359 +12%
DWM
53
Dakota Wealth Management
Florida
$24.5M +$2.74M +65,864 +13%
GKWIM
54
Gerber Kawasaki Wealth & Investment Management
California
$24.3M +$2.23M +53,450 +10%
EH
55
Equitable Holdings
New York
$23.9M +$3.99M +95,778 +20%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$23.7M -$1.94M -46,470 -8%
Corient Private Wealth
57
Corient Private Wealth
Florida
$23.3M +$468K +11,235 +2%
GLA
58
Good Life Advisors
Pennsylvania
$22.6M +$2.58M +61,948 +13%
JFA
59
JNBA Financial Advisors
Minnesota
$21.1M +$2.31M +55,525 +12%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$20.9M +$861K +20,655 +4%
OIA
61
OneDigital Investment Advisors
Kansas
$20.3M -$270K -6,470 -1%
Stifel Financial
62
Stifel Financial
Missouri
$19.6M -$4.82M -115,652 -20%
MFS
63
McNamara Financial Services
Massachusetts
$19.3M +$3.2M +76,677 +20%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$18.9M +$536K +12,869 +3%
AWM
65
Avior Wealth Management
Nebraska
$18.8M +$5.68M +136,285 +43%
Mariner
66
Mariner
Kansas
$18.7M -$43.1M -1,033,812 -70%
FSA
67
Financial Security Advisor
Virginia
$18.6M -$198K -4,746 -1%
RFS
68
Retirement Financial Solutions
Tennessee
$17.6M +$2.16M +51,717 +14%
GWAG
69
Garrett Wealth Advisory Group
Texas
$16.5M +$192K +4,597 +1%
DJSG
70
D.J. St. Germain
Massachusetts
$16.4M +$1.46M +35,055 +10%
IWM
71
IHT Wealth Management
Illinois
$16M -$754K -18,085 -4%
LFPWM
72
Leicht Financial Planning & Wealth Management
New Jersey
$15.6M +$379K +9,094 +2%
TC
73
Trilogy Capital
California
$14.2M +$156K +3,746 +1%
ACG
74
Allen Capital Group
Nebraska
$14M +$523K +12,550 +4%
CSPIA
75
Cary Street Partners Investment Advisory
Virginia
$14M +$1.41M +33,775 +11%