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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWAG
76
Garrett Wealth Advisory Group
Texas
$20M +$1.81M +38,887 +10%
MFS
77
McNamara Financial Services
Massachusetts
$20M -$940K -20,199 -4%
RFS
78
Retirement Financial Solutions
Tennessee
$19.6M +$242K +5,199 +1%
DJSG
79
D.J. St. Germain
Massachusetts
$19.4M +$921K +19,790 +5%
IWM
80
IHT Wealth Management
Illinois
$18.1M +$433K +9,299 +2%
LFPWM
81
Leicht Financial Planning & Wealth Management
New Jersey
$17M +$40.1K +863 +0.2%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$16.9M -$7.36M -158,125 -31%
BAM
83
Berkshire Asset Management
Pennsylvania
$16.2M +$886K +19,046 +6%
OIA
84
OneDigital Investment Advisors
Kansas
$16M -$5.62M -120,831 -25%
FSA
85
Financial Security Advisor
Virginia
$16M -$4.04M -86,853 -20%
BSWM
86
Boston Standard Wealth Management
Massachusetts
$15.9M +$122K +2,625 +0.7%
ACG
87
Allen Capital Group
Nebraska
$15.8M -$65.8K -1,415 -0.4%
CM
88
Cercano Management
Washington
$15.7M -$51.2M -1,100,971 -76%
CIC
89
Carnegie Investment Counsel
Ohio
$15.5M +$506K +10,868 +3%
FHA
90
Flagship Harbor Advisors
Massachusetts
$15.1M +$2.15M +46,192 +16%
AWE
91
Avidian Wealth Enterprises
Texas
$14.9M +$15.4M +331,836 New
ODIJL
92
One Day In July LLC
Vermont
$14.9M +$2.33M +50,114 +18%
GWM
93
Geneos Wealth Management
Colorado
$14.7M +$1.15M +24,678 +8%
FGC
94
Financial Gravity Companies
Texas
$13.9M +$599K +12,872 +4%
LEA
95
Legacy Edge Advisors
New York
$13.8M -$39.4K -847 -0.3%
TC
96
Trilogy Capital
California
$13.7M +$355K +7,625 +3%
GRP
97
Global Retirement Partners
California
$13.6M +$975K +20,970 +7%
OC
98
Oarsman Capital
Wisconsin
$13.5M +$1.56M +33,450 +13%
BS
99
Banco Santander
Spain
$13.4M +$3.65M +78,553 +36%
WA
100
WBH Advisory
Maryland
$13M +$128K +2,754 +1%