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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
ALPS Advisors
Colorado
$11.7M +$12.4M +317,985 New
AF
77
Allworth Financial
California
$11.7M +$3.76M +96,463 +44%
BSWM
78
Boston Standard Wealth Management
Massachusetts
$11.5M +$115K +2,942 +1%
MFG
79
Marmo Financial Group
Tennessee
$11.5M -$170K -4,372 -1%
TC
80
Trilogy Capital
California
$11.3M +$156K +4,016 +1%
DJSG
81
D.J. St. Germain
Massachusetts
$11.3M +$339K +8,709 +3%
ACG
82
Allen Capital Group
Nebraska
$11.3M +$198K +5,074 +2%
RFS
83
Retirement Financial Solutions
Tennessee
$11.3M +$12M +306,880 New
CIC
84
Carnegie Investment Counsel
Ohio
$10.8M +$2.95M +75,853 +35%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$10.6M +$10.7M +274,313 +1,956%
FSWA
86
Financial Synergies Wealth Advisors
Texas
$10.5M +$363K +9,318 +3%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$10.4M +$492K +12,623 +5%
LFPWM
88
Leicht Financial Planning & Wealth Management
New Jersey
$10.4M +$370K +9,493 +4%
HWM
89
Horizon Wealth Management
Illinois
$10.1M +$10.3M +264,816 +2,998%
KW
90
KWB Wealth
California
$10.1M -$28.3K -726 -0.3%
TMWM
91
Taylor & Morgan Wealth Management
Michigan
$10.1M -$220K -5,642 -2%
PFA
92
Pure Financial Advisors
California
$9.89M -$4.42M -113,528 -30%
VFA
93
Valeo Financial Advisors
Indiana
$9.65M -$272K -6,989 -3%
ACA
94
Aspire Capital Advisors
Washington
$9.5M +$831K +21,329 +9%
WA
95
WBH Advisory
Maryland
$9.46M +$613K +15,728 +7%
PAS
96
Park Avenue Securities
New York
$9.41M +$3.12M +80,106 +46%
WCM
97
Windsor Capital Management
Arizona
$9.09M +$17.2K +441 +0.2%
JMPWA
98
JP Morgan Private Wealth Advisors
California
$8.6M -$887K -22,767 -9%
NSAM
99
North Star Asset Management
Wisconsin
$8.59M +$309K +7,935 +4%
BAM
100
Berkshire Asset Management
Pennsylvania
$8.54M +$589K +15,130 +7%