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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
76
Lake Point Wealth Management
Texas
$1.21M +$1.36M +46,010 New
MAS
77
Managed Account Services
Florida
$1.19M +$235K +7,959 +24%
AF
78
Affiance Financial
Minnesota
$1.17M +$1.31M +44,360 New
SCA
79
Snowden Capital Advisors
New York
$1.17M -$274K -9,278 -17%
RA
80
RFG Advisory
Alabama
$1.14M -$96.1K -3,258 -7%
GF
81
Goodman Financial
Texas
$1.12M -$47.3K -1,605 -4%
AIS
82
American Investment Services
Massachusetts
$1.09M +$1.22M +41,444 New
AWMG
83
Alliance Wealth Management Group
New Jersey
$1.06M -$22.1K -748 -2%
TCM
84
Towercrest Capital Management
Pennsylvania
$1.06M -$22.1K -748 -2%
SFS
85
Sowell Financial Services
Arkansas
$1.03M +$1.15M +38,952 New
SAM
86
Securian Asset Management
Minnesota
$995K +$1.11M +37,740 New
BHWM
87
Bay Harbor Wealth Management
Maryland
$994K +$1.11M +37,726 New
MFT
88
Moisand Fitzgerald Tamayo
Florida
$980K +$431K +14,613 +65%
Wells Fargo
89
Wells Fargo
California
$932K -$30.8M -1,043,199 -97%
WP
90
WealthSource Partners
California
$908K +$21.3K +721 +2%
CW
91
CreativeOne Wealth
Kansas
$900K +$447K +15,152 +80%
AI
92
Atria Investments
North Carolina
$886K -$327K -11,072 -25%
EGA
93
E&G Advisors
Texas
$808K +$7.08K +240 +0.8%
SRSA
94
S.R. Schill & Associates
Washington
$778K -$116K -3,950 -12%
AF
95
Advisornet Financial
Minnesota
$748K +$128K +4,350 +18%
GSC
96
G&S Capital
Colorado
$731K -$23.7K -802 -3%
RJFSA
97
Raymond James Financial Services Advisors
Florida
$721K -$144K -4,892 -15%
VIM
98
Vista Investment Management
Pennsylvania
$719K +$428K +14,528 +114%
RIA
99
Regal Investment Advisors
Michigan
$652K -$536K -18,161 -42%
SFG
100
SNS Financial Group
Minnesota
$627K +$333K +11,286 +90%