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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
76
Financial Synergies Wealth Advisors
Texas
$10.6M +$334K +8,994 +3%
LFPWM
77
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M -$8.56M -230,295 -46%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$10.5M +$2.55M +68,695 +34%
VFA
79
Valeo Financial Advisors
Indiana
$10.4M +$1.54M +41,379 +18%
Goldman Sachs
80
Goldman Sachs
New York
$10.4M +$6.69M +180,059 +205%
KW
81
KWB Wealth
California
$10.1M +$1.65M +44,490 +21%
JMPWA
82
JP Morgan Private Wealth Advisors
California
$9.93M +$7.2M +193,780 +313%
WCM
83
Windsor Capital Management
Arizona
$9.55M +$416K +11,194 +5%
FHA
84
Flagship Harbor Advisors
Massachusetts
$9.36M +$1.12M +30,181 +14%
WA
85
WBH Advisory
Maryland
$9.35M +$213K +5,733 +2%
AWC
86
Adamsbrown Wealth Consultants
Kansas
$9.3M +$1.33M +35,835 +18%
CSPIA
87
Cary Street Partners Investment Advisory
Virginia
$9.3M +$8.73M +234,810 +5,115%
ACA
88
Aspire Capital Advisors
Washington
$9.17M +$8.78M +236,188 New
FZCM
89
Flynn Zito Capital Management
New York
$8.74M +$1.57M +42,158 +23%
NSAM
90
North Star Asset Management
Wisconsin
$8.73M +$324K +8,714 +4%
PI
91
Pachira Investments
California
$8.6M +$8.23M +221,327 New
AF
92
Allworth Financial
California
$8.52M +$647K +17,414 +9%
CIC
93
Carnegie Investment Counsel
Ohio
$8.45M +$8.09M +217,581 New
BAM
94
Berkshire Asset Management
Pennsylvania
$8.4M +$8.04M +216,329 New
GWM
95
Geneos Wealth Management
Colorado
$8.34M +$630K +16,945 +9%
GRP
96
Global Retirement Partners
California
$8.15M +$596K +16,044 +8%
WMS
97
Wealth Management Solutions
Pennsylvania
$8.06M -$926K -24,925 -11%
SWP
98
Stratos Wealth Partners
Ohio
$7.95M -$1.93M -51,810 -20%
BWM
99
BCGM Wealth Management
Indiana
$7.87M +$2.5M +67,182 +50%
LFG
100
Larson Financial Group
Missouri
$7.74M -$93.7K -2,521 -1%