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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EP
901
Essential Partners
California
$21K
SIC
902
SJS Investment Consulting
Ohio
$20K
GWSA
903
Global Wealth Strategies & Associates
Colorado
$19K
Russell Investments Group
904
Russell Investments Group
United Kingdom
$19K +$560 +12 +3%
WB
905
Webster Bank
Connecticut
$18.7K
BA
906
Blueline Advisors
New Hampshire
$18.7K +$18.6K +399 New
RWM
907
Rialto Wealth Management
New York
$17.3K -$25.7K -552 -60%
WIM
908
Westside Investment Management
California
$16.2K
MSFP
909
Mark Sheptoff Financial Planning
Connecticut
$15.5K +$9.33K +200 +154%
EWM
910
EPG Wealth Management
Georgia
$15.1K +$47 +1 +0.3%
CFM
911
Cornerstone Financial Management
Massachusetts
$14.6K +$14.5K +311 New
FP
912
Financial Perspectives
Minnesota
$14.5K +$14.5K +310 New
VWM
913
Vermillion Wealth Management
Minnesota
$14K +$93 +2 +0.7%
FIM
914
FWL Investment Management
Texas
$13.8K +$13.8K +295 New
SHF
915
Safe Harbor Fiduciary
Florida
$13.4K +$13.3K +285 New
DRS
916
Deane Retirement Strategies
Louisiana
$13.1K +$13K +279 New
C
917
Covestor
United Kingdom
$13K -$653 -14 -5%
AFG
918
Albion Financial Group
Utah
$12.7K +$12.7K +272 New
PAI
919
Pittenger & Anderson Inc
Nebraska
$12.4K +$12.3K +264 New
NRWA
920
North Ridge Wealth Advisors
Oregon
$12.2K +$560 +12 +5%
S
921
SignatureFD
Georgia
$12.1K +$933 +20 +8%
JFGIW
922
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K
RF
923
Rossby Financial
Florida
$11.8K -$5.46K -117 -32%
UFPG
924
United Financial Planning Group
New York
$11.5K +$11.4K +245 New
NMG
925
New Millennium Group
Utah
$10.9K +$9.09K +195 +513%