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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
101
Mutual Advisors
Nebraska
$774K +$20.3K +669 +3%
SFG
102
SNS Financial Group
Minnesota
$749K +$31.4K +1,034 +4%
DWM
103
Doyle Wealth Management
Florida
$700K +$204K +6,702 +41%
CF
104
Centaurus Financial
California
$695K +$184K +6,047 +36%
BDF
105
Balasa Dinverno & Foltz
$680K +$279K +9,180 +70%
AWM
106
Affinity Wealth Management
Delaware
$650K +$18.6K +611 +3%
AIS
107
Accurate Investment Solutions
Pennsylvania
$643K +$18.9K +622 +3%
LF
108
Lantz Financial
Illinois
$641K +$637K +20,943 New
SEI Investments
109
SEI Investments
Pennsylvania
$607K -$4.38K -144 -0.7%
Citigroup
110
Citigroup
New York
$605K
GM
111
GeoWealth Management
Illinois
$594K +$589K +19,382 New
BHWM
112
Bay Harbor Wealth Management
Maryland
$584K +$264K +8,673 +83%
PCIA
113
Prime Capital Investment Advisors
Kansas
$558K
AI
114
Atria Investments
North Carolina
$558K +$68K +2,236 +13%
KWM
115
Kingsview Wealth Management
Oregon
$538K +$197K +6,462 +58%
CAM
116
Concorde Asset Management
Michigan
$483K -$82.5K -2,714 -15%
IWMA
117
Ironwood Wealth Management (Arizona)
Arizona
$482K -$122 -4 -0%
PA
118
Paracle Advisors
Washington
$468K +$84.5K +2,777 +22%
DAS
119
Dynamic Advisor Solutions
Arizona
$461K +$27.5K +904 +6%
VIP
120
Vantage Investment Partners
Missouri
$457K +$912 +30 +0.2%
WP
121
WealthSource Partners
California
$448K -$1.41M -46,313 -76%
VHAM
122
Van Hulzen Asset Management
California
$437K +$16.6K +545 +4%
PFM
123
Parsec Financial Management
North Carolina
$437K +$116K +3,819 +37%
SCM
124
Stonehearth Capital Management
Massachusetts
$425K +$422K +13,865 New
CA
125
Cetera Advisors
Colorado
$405K +$5.08K +167 +1%