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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
951
Elevation Wealth Partners
California
$38.6K – – –
CSC
952
Caldwell Sutter Capital
California
$38.1K – – –
GT
953
Glenmede Trust
Pennsylvania
$36.3K +$33.6K +629 New
FP
954
Financial Perspectives
Minnesota
$36K +$107 +2 +0.3%
TSMHT
955
Thurston Springer Miller Herd & Titak
Indiana
$35.5K +$2.67K +50 +9%
AP
956
Atwood & Palmer
Missouri
$35K – – –
JGIA
957
Jackson Grant Investment Advisers
Connecticut
$34.9K +$107 +2 +0.3%
SFG
958
Strive Financial Group
Indiana
$34.6K – – –
NSIM
959
North Star Investment Management
Illinois
$32.9K +$107 +2 +0.4%
TWIM
960
TIAA Wealth Investment Management
New York
$32.7K +$28.8K +540 +1,742%
BC
961
Barrett & Company
Rhode Island
$32.4K – – –
OAG
962
Oakmont Advisory Group
New Mexico
$32.2K +$29.8K +559 New
APFP
963
Action Point Financial Planning
Michigan
$31.6K +$29.3K +548 New
GKIM
964
GW&K Investment Management
Massachusetts
$31K – – –
TCOT
965
Trust Company of Toledo
Ohio
$30.7K – – –
PL
966
Protective Life
Alabama
$30.2K -$2.67K -50 -9%
UBS AM
967
UBS AM
Illinois
$30.1K -$976K -18,280 -97%
RF
968
Rossby Financial
Florida
$28.9K +$481 +9 +2%
CFFP
969
Center for Financial Planning
Michigan
$28.8K – – –
CFP
970
Comprehensive Financial Planning
Pennsylvania
$28.5K – – –
C
971
Covestor
United Kingdom
$26K -$4.97K -93 -17%
HFS
972
Hantz Financial Services
Michigan
$26K -$854 -16 -3%
EP
973
Essential Partners
California
$25.8K – – –
CFSG
974
Community Financial Services Group
Vermont
$25.4K +$23.6K +442 New
UB
975
UMB Bank
Missouri
$24.7K +$12.2K +228 +113%