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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
801
Evolution Wealth Management
Florida
$181K +$115K +2,468 +177%
S
802
Sachetta
Massachusetts
$170K – – –
TH
803
TCTC Holdings
Texas
$165K – – –
SAM
804
S.A. Mason
Michigan
$164K +$28.7K +615 +21%
GF
805
GGM Financials
Ohio
$158K -$1.45K -31 -0.9%
PPC
806
Park Place Capital
Alabama
$158K +$746 +16 +0.5%
NFSG
807
Newbridge Financial Services Group
Florida
$146K – – –
GTAM
808
Global Trust Asset Management
Florida
$140K +$140K +2,998 New
SIS
809
Sound Income Strategies
Florida
$140K +$50K +1,072 +62%
CIA
810
Cape Investment Advisory
Georgia
$139K +$30.7K +659 +29%
MAFA
811
MJT & Associates Financial Advisory
Minnesota
$138K – – –
UBS AM
812
UBS AM
Illinois
$135K +$135K +2,890 New
SGK
813
Steigerwald Gordon & Koch
Virginia
$127K – – –
JGCM
814
Joseph Group Capital Management
Ohio
$127K +$839 +18 +0.7%
IIM
815
IFC & Insurance Marketing
California
$125K +$124K +2,668 New
GEA
816
Glen Eagle Advisors
New Jersey
$123K -$58.4K -1,253 -32%
PAG
817
Paladin Advisory Group
Iowa
$119K -$16.8K -360 -12%
DWM
818
Dogwood Wealth Management
Kansas
$118K -$4.24K -91 -3%
PFM
819
Phillips Financial Management
Indiana
$116K – – –
SWP
820
SIMA Wealth Partners
Virginia
$115K – – –
WT
821
Whittier Trust
California
$113K – – –
SAG
822
SageView Advisory Group
California
$112K +$112K +2,392 New
GWSG
823
GPS Wealth Strategies Group
Colorado
$103K -$1.67M -35,864 -94%
TWM
824
Topsail Wealth Management
North Carolina
$102K +$46.6K +1,000 +85%
MWA
825
Medallion Wealth Advisors
Connecticut
$101K -$2.05K -44 -2%