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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VC
51
Vicus Capital
Pennsylvania
$29.4M +$8.18M +175,402 +39%
BF
52
BOK Financial
Oklahoma
$29.3M +$2.2M +47,105 +8%
RWM
53
RKL Wealth Management
Pennsylvania
$28.7M +$4.39M +94,168 +18%
CFG
54
Compton Financial Group
Maryland
$28.4M +$896K +19,207 +3%
KW
55
KWB Wealth
California
$28.3M +$19.8M +425,076 +238%
AF
56
Abound Financial
California
$27.4M -$1.63M -34,959 -6%
UCFA
57
United Capital Financial Advisors
Texas
$27.3M +$7.95M +170,490 +41%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$26.4M -$1.51M -32,317 -6%
BAM
59
Berkshire Asset Management
Pennsylvania
$26.4M +$8.47M +181,708 +48%
AWM
60
Avior Wealth Management
Nebraska
$25.3M +$977K +20,959 +4%
GT
61
Greenleaf Trust
Michigan
$25.3M +$23.2M +498,307 +1,202%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$25M -$1.23M -26,392 -5%
CBT
63
Crews Bank & Trust
Florida
$24.3M -$3.95M -84,599 -14%
ST
64
Spinnaker Trust
Maine
$24.1M -$263K -5,645 -1%
Mariner
65
Mariner
Kansas
$23.6M +$918K +19,695 +4%
OC
66
Oarsman Capital
Wisconsin
$23M +$1.1M +23,637 +5%
Lido Advisors
67
Lido Advisors
California
$22.2M +$315K +6,748 +1%
GWAG
68
Garrett Wealth Advisory Group
Texas
$21.8M +$599K +12,840 +3%
FEG
69
Fund Evaluation Group
Ohio
$21.3M -$6.01M -128,883 -22%
LEA
70
Legacy Edge Advisors
New York
$21.1M +$21M +450,872 New
EFA
71
Evernest Financial Advisors
Indiana
$20.6M +$11.1M +237,452 +146%
FHA
72
Flagship Harbor Advisors
Massachusetts
$19.9M +$4.09M +87,596 +26%
JP Morgan Chase
73
JP Morgan Chase
New York
$19M -$567K -12,154 -3%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$18.8M +$18.7M +401,200 New
ACG
75
Allen Capital Group
Nebraska
$18.6M +$216K +4,636 +1%