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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
76
IAG Wealth Partners
Wisconsin
$2.45M -$50.5K -1,811 -2%
MIAN
77
Mariner Independent Advisor Network
Kansas
$2.37M +$35.1K +1,258 +1%
FSWA
78
Financial Synergies Wealth Advisors
Texas
$2.35M +$2.39M +85,823 New
TFA
79
TPG Financial Advisors
Oregon
$2.24M -$239K -8,570 -9%
SB
80
Strategic Blueprint
Georgia
$2.23M -$1.48M -53,050 -39%
AWA
81
Arete Wealth Advisors
Illinois
$1.99M -$692K -24,807 -26%
NC
82
NovaPoint Capital
Georgia
$1.96M +$191K +6,843 +11%
ACM
83
AlphaStar Capital Management
North Carolina
$1.85M -$4.76M -170,644 -73%
BWFA
84
Baltimore-Washington Financial Advisors
Maryland
$1.82M -$32.8K -1,178 -2%
TCM
85
Towercrest Capital Management
Pennsylvania
$1.75M -$194K -6,950 -10%
SC
86
Savant Capital
Illinois
$1.72M -$140K -5,011 -7%
SAM
87
Securian Asset Management
Minnesota
$1.72M +$610K +21,900 +54%
GBBWRPM
88
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.64M +$32.2K +1,156 +2%
GWM
89
Geneos Wealth Management
Colorado
$1.53M +$169K +6,053 +12%
PAS
90
Park Avenue Securities
New York
$1.52M +$310K +11,120 +25%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$1.49M
GF
92
Goodman Financial
Texas
$1.45M +$42.8K +1,534 +3%
BI
93
Ballast Inc
Kentucky
$1.44M -$209K -7,495 -12%
AWMG
94
Alliance Wealth Management Group
New Jersey
$1.43M -$200K -7,170 -12%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$1.4M
SCA
96
Snowden Capital Advisors
New York
$1.39M -$107K -3,844 -7%
CI
97
CX Institutional
Indiana
$1.38M -$29K -1,042 -2%
SFI
98
SPC Financial Inc
Maryland
$1.35M +$1.38M +49,349 New
MFT
99
Moisand Fitzgerald Tamayo
Florida
$1.35M -$103K -3,677 -7%
CF
100
Centaurus Financial
California
$1.34M +$101K +3,629 +8%