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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
76
Octavia Wealth Advisors
Ohio
$17.6M +$504K +11,233 +3%
BSWM
77
Boston Standard Wealth Management
Massachusetts
$17.4M +$99.2K +2,213 +0.6%
SFP
78
Shepherd Financial Partners
Massachusetts
$17.1M -$198K -4,419 -1%
GWM
79
Geneos Wealth Management
Colorado
$17.1M +$484K +10,803 +3%
FGAM
80
Financial Gravity Asset Management
Texas
$17M +$16.5M +366,916 New
IWC
81
Integrated Wealth Concepts
Massachusetts
$16.6M -$273K -6,090 -2%
MFG
82
Merit Financial Group
Georgia
$16.6M -$2M -44,636 -11%
APWA
83
Atlas Private Wealth Advisors
New Jersey
$16.1M -$22.4M -499,394 -59%
APW
84
Austin Private Wealth
Texas
$16M +$4.68M +104,429 +44%
HP
85
Hancock Prospecting
Australia
$15.9M -$51M -1,136,871 -77%
FHA
86
Flagship Harbor Advisors
Massachusetts
$15.6M +$1.27M +28,418 +9%
JFA
87
JNBA Financial Advisors
Minnesota
$15.5M -$218K -4,852 -1%
CAAM
88
Cornerstone Advisors Asset Management
Pennsylvania
$15.3M +$918K +20,476 +7%
OIA
89
OneDigital Investment Advisors
Kansas
$15.2M -$868K -19,356 -6%
MMA
90
Miracle Mile Advisors
California
$14.9M +$14.4M +321,899 New
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$14.8M +$1.02M +22,712 +8%
CWM
92
Cahaba Wealth Management
Georgia
$14.7M +$106K +2,361 +0.8%
MML Investors Services
93
MML Investors Services
Massachusetts
$14.7M +$667K +14,872 +5%
FSA
94
Financial Security Advisor
Virginia
$14.4M -$640K -14,270 -4%
WA
95
WBH Advisory
Maryland
$14.3M +$129K +2,887 +0.9%
SA
96
Sanctuary Advisors
Indiana
$13.9M +$1.18M +26,239 +10%
WCM
97
Windsor Capital Management
Arizona
$13.8M +$388K +8,652 +3%
EWM
98
Evermay Wealth Management
Virginia
$13.7M +$669K +14,924 +5%
UAS
99
United Asset Strategies
New York
$13.6M +$211K +4,706 +2%
TFA
100
TPG Financial Advisors
Oregon
$13.4M -$90.4K -2,015 -0.7%