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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
876
Walsh & Associates
Florida
$34.6K +$34.4K +738 New
KFG
877
Kingdom Financial Group
Arizona
$34.2K +$34.1K +731 New
FC
878
Financial Consulate
Maryland
$33.6K +$2.71K +58 +9%
LWM
879
Lodestone Wealth Management
Washington
$33.4K +$33.3K +713 New
CSC
880
Caldwell Sutter Capital
California
$32.2K – – –
CB
881
Community Bank
New York
$31.7K – – –
RIL
882
Rothschild Investment LLC
Illinois
$31.5K – – –
EWP
883
Elevation Wealth Partners
California
$31.4K – – –
Qube Research & Technologies (QRT)
884
Qube Research & Technologies (QRT)
United Kingdom
$31K +$30.9K +662 New
SA
885
Scarborough Advisors
Maryland
$30.9K -$2.98K -64 -9%
NCM
886
Northwest Capital Management
Oregon
$28.4K -$9.56K -205 -25%
CWM
887
Copia Wealth Management
Oregon
$28.4K – – –
JGIA
888
Jackson Grant Investment Advisers
Connecticut
$28.2K +$140 +3 +0.5%
SFG
889
Strive Financial Group
Indiana
$28.1K +$28K +600 New
CFS
890
Compass Financial Services
Iowa
$27.9K +$140 +3 +0.5%
NSIM
891
North Star Investment Management
Illinois
$26.6K +$140 +3 +0.5%
TSMHT
892
Thurston Springer Miller Herd & Titak
Indiana
$26.5K +$26.4K +566 New
BC
893
Barrett & Company
Rhode Island
$26.3K – – –
GKIM
894
GW&K Investment Management
Massachusetts
$25K – – –
TCOT
895
Trust Company of Toledo
Ohio
$25K – – –
CFFP
896
Center for Financial Planning
Michigan
$24.8K +$1.4K +30 +6%
BWA
897
Basecamp Wealth Advisors
Washington
$24K +$23.9K +513 New
PMFA
898
Plante Moran Financial Advisors
Michigan
$24K +$886 +19 +4%
CA
899
Crewe Advisors
Utah
$23.4K +$23.3K +500 New
UB
900
UMB Bank
Missouri
$23.2K +$23.1K +495 New