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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