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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACG
76
Allen Capital Group
Nebraska
$16.3M +$862K +21,379 +6%
FGC
77
Financial Gravity Companies
Texas
$16.2M +$15.4M +380,771 New
BSWM
78
Boston Standard Wealth Management
Massachusetts
$15.9M +$1.54M +38,225 +11%
SFP
79
Shepherd Financial Partners
Massachusetts
$15.9M +$46.8K +1,161 +0.3%
BAM
80
Berkshire Asset Management
Pennsylvania
$15.9M +$118K +2,932 +0.8%
OWA
81
Octavia Wealth Advisors
Ohio
$15.7M -$1.07M -26,511 -7%
IWC
82
Integrated Wealth Concepts
Massachusetts
$15.5M +$1.78M +44,217 +14%
GWM
83
Geneos Wealth Management
Colorado
$15.3M +$429K +10,629 +3%
OIA
84
OneDigital Investment Advisors
Kansas
$14.8M -$374K -9,264 -3%
CIC
85
Carnegie Investment Counsel
Ohio
$14.7M -$132K -3,278 -0.9%
JFA
86
JNBA Financial Advisors
Minnesota
$14.5M -$1.76M -43,670 -11%
FSA
87
Financial Security Advisor
Virginia
$13.9M -$575K -14,264 -4%
SAW
88
Signal Advisors Wealth
Michigan
$13.8M +$1.42M +35,181 +12%
SC
89
Savant Capital
Illinois
$13.6M -$4.28M -106,178 -25%
CWM
90
Cahaba Wealth Management
Georgia
$13.4M +$4.58M +113,621 +57%
CAAM
91
Cornerstone Advisors Asset Management
Pennsylvania
$13.2M +$1.03M +25,650 +9%
FHA
92
Flagship Harbor Advisors
Massachusetts
$13.2M -$4.43M -109,944 -26%
WA
93
WBH Advisory
Maryland
$13M +$440K +10,906 +4%
OFS
94
OneAscent Financial Services
Alabama
$13M +$295K +7,312 +2%
MML Investors Services
95
MML Investors Services
Massachusetts
$12.8M +$2.09M +51,747 +21%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$12.6M +$3.29M +81,512 +38%
TFA
97
TPG Financial Advisors
Oregon
$12.4M +$883K +21,893 +8%
WCM
98
Windsor Capital Management
Arizona
$12.3M +$914K +22,659 +9%
UAS
99
United Asset Strategies
New York
$12.3M +$231K +5,729 +2%
UCFA
100
United Capital Financial Advisors
Texas
$12.2M +$4.54M +112,611 +65%