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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPA
751
Rock Point Advisors
Vermont
$235K +$933 +20 +0.4%
ECM
752
Evergreen Capital Management
Washington
$235K
MLRA
753
Main Line Retirement Advisors
Montana
$234K +$1.17K +25 +0.5%
DWT
754
Dorsey & Whitney Trust
South Dakota
$233K
DFA
755
Davies Financial Advisors
California
$233K -$515K -11,038 -69%
NW
756
NewEdge Wealth
Pennsylvania
$233K +$232K +4,974 New
KLI
757
Kelman-Lazarov Inc
Tennessee
$233K -$979 -21 -0.4%
W
758
Wealthquest
Ohio
$232K +$231K +4,953 New
YIA
759
YHB Investment Advisors
Connecticut
$231K +$230K +4,939 New
LC
760
Lavaca Capital
Texas
$230K +$163K +3,487 +246%
SPC
761
Sigma Planning Corp
Michigan
$230K -$43.7K -938 -16%
AMCA
762
Arthur M. Cohen & Associates
Illinois
$230K +$1.12K +24 +0.5%
SEIA
763
Signature Estate & Investment Advisors
California
$229K +$228K +4,884 New
SHWM
764
Smith & Howard Wealth Management
Georgia
$229K +$227K +4,878 New
FIA
765
Foundations Investment Advisors
Arizona
$228K -$72.8K -1,561 -24%
SWP
766
Strategic Wealth Partners
Ohio
$225K -$57.4K -1,231 -20%
HFA
767
High Falls Advisors
New York
$224K
PFA
768
Pettinga Financial Advisors
Indiana
$224K +$223K +4,778 New
EA
769
Eclectic Associates
California
$223K +$222K +4,757 New
AT
770
Arlington Trust
Alabama
$222K
MWM
771
Marion Wealth Management
Pennsylvania
$221K -$2.8K -60 -1%
HW
772
Hamilton Wealth
California
$221K +$220K +4,721 New
M
773
MATAURO
New York
$220K +$1.07K +23 +0.5%
SG
774
Stanich Group
New York
$219K -$513 -11 -0.2%
RBA
775
Richard Bernstein Advisors
New York
$216K -$40.6K -870 -16%