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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
951
Strive Financial Group
Indiana
$34.6K
NSIM
952
North Star Investment Management
Illinois
$32.9K +$107 +2 +0.4%
TWIM
953
TIAA Wealth Investment Management
New York
$32.7K +$28.8K +540 +1,742%
BC
954
Barrett & Company
Rhode Island
$32.4K
OAG
955
Oakmont Advisory Group
New Mexico
$32.2K +$29.8K +559 New
APFP
956
Action Point Financial Planning
Michigan
$31.6K +$29.3K +548 New
GKIM
957
GW&K Investment Management
Massachusetts
$31K
TCOT
958
Trust Company of Toledo
Ohio
$30.7K
PL
959
Protective Life
Alabama
$30.2K -$2.67K -50 -9%
UBS AM
960
UBS AM
Illinois
$30.1K -$976K -18,280 -97%
RF
961
Rossby Financial
Florida
$28.9K +$481 +9 +2%
CFFP
962
Center for Financial Planning
Michigan
$28.8K
CFP
963
Comprehensive Financial Planning
Pennsylvania
$28.5K
C
964
Covestor
United Kingdom
$26K -$4.97K -93 -17%
HFS
965
Hantz Financial Services
Michigan
$26K -$854 -16 -3%
EP
966
Essential Partners
California
$25.8K
CFSG
967
Community Financial Services Group
Vermont
$25.4K +$23.6K +442 New
UB
968
UMB Bank
Missouri
$24.7K +$12.2K +228 +113%
SIC
969
SJS Investment Consulting
Ohio
$24.6K
SHIM
970
Stone House Investment Management
Pennsylvania
$23.3K -$320 -6 -1%
WB
971
Webster Bank
Connecticut
$23.1K
HIA
972
Highland Investment Advisors
Florida
$23.1K +$21.4K +400 New
1IA
973
1620 Investment Advisors
Massachusetts
$22.7K +$1.07K +20 +5%
TPW
974
TOP Private Wealth
Connecticut
$22.5K +$20.8K +390 New
MG
975
Mather Group
Illinois
$22.2K -$23.7K -443 -54%