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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
4WM
51
49 Wealth Management
Texas
$32.1M +$31M +706,037 New
OWP
52
Obermeyer Wealth Partners
Colorado
$32.1M -$2.03M -46,148 -6%
PWA
53
Peterson Wealth Advisors
Utah
$30.9M +$836K +19,037 +3%
DC
54
Davenport & Co
Virginia
$29.8M +$1.34M +30,595 +5%
GKWIM
55
Gerber Kawasaki Wealth & Investment Management
California
$29M +$2.2M +50,167 +9%
PIMG
56
Patriot Investment Management Group
Tennessee
$28.6M +$1.67M +38,031 +6%
EH
57
Equitable Holdings
New York
$27.6M +$1.3M +29,624 +5%
FFN
58
Focus Financial Network
Minnesota
$27.1M +$511K +11,626 +2%
GLA
59
Good Life Advisors
Pennsylvania
$26.6M +$1.75M +39,876 +7%
Corient Private Wealth
60
Corient Private Wealth
Florida
$25.6M +$110K +2,498 +0.4%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$23.9M -$1.96M -44,618 -8%
MFA
62
McClarren Financial Advisors
Pennsylvania
$23.6M +$384K +8,739 +810%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$23.1M +$208K +4,733 +0.9%
JFA
64
JNBA Financial Advisors
Minnesota
$23M -$143K -3,256 -0.6%
TPSF
65
Texas Permanent School Fund
Texas
$22.3M +$21.5M +488,935 New
KIM
66
Kestra Investment Management
Texas
$21.9M +$12.2M +278,260 +137%
IWC
67
Integrated Wealth Concepts
Massachusetts
$21.8M -$5.56M -126,466 -21%
OIA
68
OneDigital Investment Advisors
Kansas
$21.7M -$519K -11,819 -2%
Mariner
69
Mariner
Kansas
$21.7M +$1.13M +25,642 +6%
SA
70
Sanctuary Advisors
Indiana
$21.6M +$4.83M +110,041 +33%
AWM
71
Avior Wealth Management
Nebraska
$21.3M +$698K +15,882 +4%
MFS
72
McNamara Financial Services
Massachusetts
$21.2M +$37.5K +853 +0.2%
FSA
73
Financial Security Advisor
Virginia
$20.1M -$192K -4,366 -1%
GAG
74
GM Advisory Group
New York
$20M +$19.3M +438,814 New
RFS
75
Retirement Financial Solutions
Tennessee
$19.6M +$313K +7,120 +2%