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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BS
76
Banco Santander
Spain
$22.9M -$18.7M -350,275 -47%
BSWM
77
Boston Standard Wealth Management
Massachusetts
$21.8M -$535K -10,012 -3%
FHA
78
Flagship Harbor Advisors
Massachusetts
$21.7M +$962K +18,017 +5%
DWM
79
Diversify Wealth Management
Utah
$21.7M -$380K -7,108 -2%
DAS
80
Diversify Advisory Services
Utah
$21.7M +$20.5M +384,139 New
SFP
81
Shepherd Financial Partners
Massachusetts
$21.7M -$2.67K -50 -0%
FEG
82
Fund Evaluation Group
Ohio
$21.6M -$3.02M -56,490 -13%
Lido Advisors
83
Lido Advisors
California
$21.6M +$433K +8,117 +2%
MML Investors Services
84
MML Investors Services
Massachusetts
$21.6M +$4.48M +83,898 +29%
PAS
85
Park Avenue Securities
New York
$21.1M -$520K -9,734 -3%
CBU
86
CIBC Bancorp USA
Illinois
$21.1M +$4.54M +85,082 +29%
TFA
87
TPG Financial Advisors
Oregon
$20.8M +$1.53M +28,572 +9%
APWA
88
Atlas Private Wealth Advisors
New Jersey
$20.3M +$91.1K +1,706 +0.5%
EWM
89
Evermay Wealth Management
Virginia
$20.2M +$1.5M +28,004 +9%
TODC
90
Trustees of Dartmouth College
New Hampshire
$20.2M +$18.7M +349,430 New
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
$19.9M +$3.51M +65,708 +24%
HP
92
Hancock Prospecting
Australia
$19.8M
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$19.3M +$462K +8,655 +3%
CWM
94
Cahaba Wealth Management
Georgia
$18.9M -$210K -3,934 -1%
IPW
95
Impact Partnership Wealth
Georgia
$18.8M -$9.48M -177,531 -35%
MFG
96
Merit Financial Group
Georgia
$18.8M -$54.8K -1,027 -0.3%
PS
97
Principal Securities
Iowa
$18.4M +$9.21M +172,441 +118%
FWM
98
Foguth Wealth Management
Michigan
$18.2M +$4.59M +85,979 +36%
LFPWM
99
Leicht Financial Planning & Wealth Management
New Jersey
$18.1M -$3.33M -62,329 -17%
WA
100
WBH Advisory
Maryland
$18M -$31.6K -591 -0.2%