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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
101
OneDigital Investment Advisors
Kansas
$17.9M -$537K -10,052 -3%
LEA
102
Legacy Edge Advisors
New York
$17.6M +$131K +2,454 +0.8%
BCI
103
Brinker Capital Investments
Pennsylvania
$17.5M +$13.9M +260,052 +597%
TMWM
104
Taylor & Morgan Wealth Management
Michigan
$17.4M +$895K +16,759 +6%
CAG
105
Carroll Advisory Group
Texas
$17.3M +$1.97M +36,875 +14%
FSA
106
Financial Security Advisor
Virginia
$17.3M -$331K -6,203 -2%
Mariner
107
Mariner
Kansas
$17.2M -$13M -243,041 -45%
SWM
108
SilverOak Wealth Management
Minnesota
$17.1M +$2.42M +45,242 +18%
PFA
109
Pure Financial Advisors
California
$16.9M -$349K -6,538 -2%
WWM
110
Western Wealth Management
Colorado
$16.8M +$612K +11,466 +4%
WCM
111
Windsor Capital Management
Arizona
$16.8M -$53.2K -996 -0.3%
KFAA
112
Klaas Financial Asset Advisors
Illinois
$16.6M +$534K +10,002 +4%
PIN
113
Prudent Investors Network
California
$16.4M +$3.35M +62,822 +28%
AF
114
Allworth Financial
California
$16.2M -$444K -8,322 -3%
Schroder Investment Management Group
115
Schroder Investment Management Group
United Kingdom
$16.1M -$22.3M -418,510 -60%
FI
116
Financial Insights
Washington
$16.1M +$1.46M +27,311 +11%
MHWM
117
Montz Harcus Wealth Management
Louisiana
$15.9M +$1.08M +20,171 +8%
CIC
118
Carnegie Investment Counsel
Ohio
$15.7M -$70.8K -1,326 -0.5%
OFS
119
OneAscent Financial Services
Alabama
$15.7M -$123K -2,301 -0.8%
IWM
120
IHT Wealth Management
Illinois
$15.6M -$137K -2,561 -0.9%
Goldman Sachs
121
Goldman Sachs
New York
$15.3M +$3.94M +73,773 +38%
KAS
122
Kestra Advisory Services
Texas
$14.9M -$2.63M -49,333 -16%
GRP
123
Global Retirement Partners
California
$14.7M +$13.6M +255,539 New
CFG
124
Compton Financial Group
Maryland
$14.1M -$11.8M -221,535 -48%
VFA
125
Valeo Financial Advisors
Indiana
$13.9M -$427K -8,002 -3%