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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$33.8M +$6.78M +145,769 +24%
PWA
52
Peterson Wealth Advisors
Utah
$31M +$124K +2,673 +0.4%
DC
53
Davenport & Co
Virginia
$30.9M +$1.54M +33,058 +5%
OWP
54
Obermeyer Wealth Partners
Colorado
$30.7M -$984K -21,148 -3%
GKWIM
55
Gerber Kawasaki Wealth & Investment Management
California
$30.3M +$1.8M +38,732 +6%
MPM
56
MBB Public Markets
Illinois
$30.1M -$26.5M -570,205 -46%
PIMG
57
Patriot Investment Management Group
Tennessee
$29.1M +$892K +19,183 +3%
CSP
58
Cary Street Partners
Virginia
$28.7M +$29.7M +638,863 New
SC
59
Savant Capital
Illinois
$28M -$7.63M -164,078 -21%
HFS
60
Hughes Financial Services
Virginia
$27.5M +$28.4M +611,304 New
CBT
61
Crews Bank & Trust
Florida
$27.1M +$28.1M +603,516 New
FFN
62
Focus Financial Network
Minnesota
$26.9M +$120K +2,580 +0.4%
Corient Private Wealth
63
Corient Private Wealth
Florida
$26.1M +$823K +17,687 +3%
GLA
64
Good Life Advisors
Pennsylvania
$24.9M -$1.38M -29,656 -5%
Mariner
65
Mariner
Kansas
$24.7M +$3.42M +73,518 +15%
AF
66
Abound Financial
California
$23.9M +$24.8M +532,819 New
JFA
67
JNBA Financial Advisors
Minnesota
$23.7M +$1.04M +22,409 +4%
KIM
68
Kestra Investment Management
Texas
$23.6M +$2.06M +44,263 +9%
EWM
69
Elevatus Welath Management
New York
$22.9M -$9.65M -207,502 -29%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$22.8M +$5.03M +108,077 +27%
SA
71
Sanctuary Advisors
Indiana
$22.1M +$1.42M +30,557 +7%
IWC
72
Integrated Wealth Concepts
Massachusetts
$21.6M +$80.7K +1,735 +0.4%
FCAS
73
First Command Advisory Services
Texas
$21.5M +$2.28M +48,913 +11%
AWM
74
Avior Wealth Management
Nebraska
$21.4M +$367K +7,894 +2%
GAG
75
GM Advisory Group
New York
$20.8M +$1.13M +24,329 +6%