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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
851
Sage Mountain Advisors
Georgia
$88.5K +$446 +9 +0.5%
HNB
852
Huntington National Bank
Ohio
$87.9K – – –
SWM
853
Spire Wealth Management
Virginia
$87.7K – – –
AA
854
Ancora Advisors
Ohio
$87.6K – – –
KFAS
855
Keating Financial Advisory Services
Kansas
$81.9K -$184K -3,708 -69%
BCWM
856
Bartlett & Co Wealth Management
Ohio
$81.7K – – –
SEP
857
Signature Equity Partners
Ohio
$77.7K +$79.6K +1,609 New
JFGIW
858
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75.4K +$64.5K +1,303 +507%
HWA
859
HHM Wealth Advisors
Tennessee
$74.2K – – –
SS
860
Sunbelt Securities
Texas
$70.9K – – –
IAS
861
IMA Advisory Services
Colorado
$69.8K – – –
PF
862
PlanVest Financial
Maryland
$65.9K +$67.5K +1,364 New
ANBT
863
American National Bank & Trust
Texas
$64.7K – – –
JWA
864
JFS Wealth Advisors
Pennsylvania
$64.4K -$11.2K -226 -14%
PWAM
865
Private Wealth Asset Management
Iowa
$63.5K – – –
AI
866
Atomic Invest
New York
$62.7K +$545 +11 +0.8%
Bessemer Group
867
Bessemer Group
New Jersey
$61K +$11.9K +241 +23%
MIA
868
MeadowBrook Investment Advisors
Michigan
$55.6K – – –
OCM
869
Orion Capital Management
California
$55.6K – – –
QCG
870
Quadrant Capital Group
Ohio
$53.8K -$11.5K -233 -17%
CTC
871
Central Trust Company
Missouri
$51.9K – – –
PA
872
Parallel Advisors
California
$51.4K -$5.69K -115 -10%
RWM
873
Raffa Wealth Management
District of Columbia
$51.2K +$198 +4 +0.4%
RDFA
874
Ritter Daniher Financial Advisory
Ohio
$50K – – –
Group One Trading
875
Group One Trading
Illinois
$49.7K +$50.9K +1,028 New