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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NC
776
NewSquare Capital
Pennsylvania
$253 – – –
LFA
777
LGT Financial Advisors
Texas
$85 -$32.6K -866 -100%
BWL
778
Bogart Wealth LLC
Virginia
$84 – – –
YAL
779
Your Advocates Ltd
Texas
$42 – – –
FA
780
Fiducient Advisors
Illinois
– -$37.6M -1,018,993 Closed
IAIM
781
International Assets Investment Management
Florida
– -$7.49M -104,951 Closed
WAS
782
Wealth Advisory Solutions
Indiana
– -$2.14M -58,000 Closed
PRS
783
Pinkerton Retirement Specialists
Idaho
– -$1.52M -41,185 Closed
Two Sigma Investments
784
Two Sigma Investments
New York
– -$1.52M -41,082 Closed
CI
785
Cavalier Investments
Georgia
– -$888K -24,072 Closed
CCG
786
Capital CS Group
California
– -$864K -23,415 Closed
LEFP
787
Leading Edge Financial Planning
Tennessee
– -$862K -23,363 Closed
SAG
788
SageView Advisory Group
California
– -$676K -18,310 Closed
HAC
789
Harbor Advisory Corp
New Hampshire
– -$675K -18,288 Closed
Renaissance Technologies
790
Renaissance Technologies
New York
– -$465K -12,600 Closed
MLA
791
My Legacy Advisors
Oregon
– -$416K -11,716 Closed
MSFS
792
Main Street Financial Solutions
Pennsylvania
– -$338K -9,166 Closed
LWM
793
Liberty Wealth Management
California
– -$304K -8,236 Closed
MFG
794
Monumental Financial Group
Maryland
– -$298K -8,068 Closed
ECM
795
Evergreen Capital Management
Washington
– -$282K -7,646 Closed
Koshinski Asset Management
796
Koshinski Asset Management
Illinois
– -$256K -6,938 Closed
RWM
797
Reston Wealth Management
Virginia
– -$254K -6,878 Closed
CB
798
Commerce Bank
Missouri
– -$241K -6,534 Closed
FIM
799
Freedom Investment Management
Connecticut
– -$220K -5,970 Closed
SFO
800
Stokes Family Office
Louisiana
– -$220K -5,953 Closed