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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$18.5M +$1.22M +26,206 +7%
FGAM
77
Financial Gravity Asset Management
Texas
$18.2M +$960K +20,582 +6%
BSWM
78
Boston Standard Wealth Management
Massachusetts
$18.1M +$485K +10,410 +3%
SFP
79
Shepherd Financial Partners
Massachusetts
$18.1M +$778K +16,682 +5%
PAS
80
Park Avenue Securities
New York
$18.1M -$499K -10,705 -3%
LFPWM
81
Leicht Financial Planning & Wealth Management
New Jersey
$17.9M -$281K -6,027 -2%
MMA
82
Miracle Mile Advisors
California
$17.9M +$2.78M +59,513 +18%
FWM
83
Foguth Wealth Management
Michigan
$16.9M +$16.7M +357,830 New
APWA
84
Atlas Private Wealth Advisors
New Jersey
$16.7M +$445K +9,550 +3%
CAAM
85
Cornerstone Advisors Asset Management
Pennsylvania
$16.4M +$897K +19,244 +6%
MML Investors Services
86
MML Investors Services
Massachusetts
$16.3M +$1.48M +31,816 +10%
HP
87
Hancock Prospecting
Australia
$16.1M
MFG
88
Merit Financial Group
Georgia
$16.1M -$702K -15,052 -4%
OWA
89
Octavia Wealth Advisors
Ohio
$15.8M -$2M -42,901 -11%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$15.6M +$656K +14,066 +4%
JFA
91
JNBA Financial Advisors
Minnesota
$15.5M -$182K -3,909 -1%
CWM
92
Cahaba Wealth Management
Georgia
$15.3M +$416K +8,911 +3%
IWC
93
Integrated Wealth Concepts
Massachusetts
$15.1M -$1.68M -36,007 -10%
OIA
94
OneDigital Investment Advisors
Kansas
$15M -$335K -7,193 -2%
TFA
95
TPG Financial Advisors
Oregon
$14.9M +$1.41M +30,172 +10%
FSA
96
Financial Security Advisor
Virginia
$14.9M +$269K +5,770 +2%
ACM
97
AlphaStar Capital Management
North Carolina
$14.6M +$2.76M +59,217 +23%
WA
98
WBH Advisory
Maryland
$14.5M +$49.2K +1,056 +0.3%
EWM
99
Evermay Wealth Management
Virginia
$14.3M +$516K +11,062 +4%
IPW
100
Impact Partnership Wealth
Georgia
$14.3M +$1.07M +23,008 +8%