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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
101
Brio Consultants
California
$1.21M -$3.25M -132,401 -74%
APC
102
Aspire Private Capital
North Carolina
$1.2M -$621K -25,255 -36%
PAS
103
Park Avenue Securities
New York
$1.18M +$240K +9,754 +28%
SAM
104
Securian Asset Management
Minnesota
$1.08M +$75.1K +3,055 +8%
EFL
105
ERn Financial LLC
Wisconsin
$1.04M -$1.99M -81,167 -68%
IA
106
IFP Advisors
Florida
$984K -$69.3K -2,820 -7%
V
107
Veritable
Delaware
$979K -$1.36M -55,530 -60%
FHA
108
Flagship Harbor Advisors
Massachusetts
$978K +$115K +4,683 +15%
DWM
109
Doyle Wealth Management
Florida
$975K +$346K +14,091 +62%
SW
110
SkyOak Wealth
Michigan
$967K +$210K +8,537 +31%
NA
111
Nottingham Advisors
New York
$946K +$322K +13,086 +58%
CA
112
Continuum Advisory
Idaho
$941K -$482K -19,624 -35%
IWA
113
Inspirion Wealth Advisors
Illinois
$907K -$47.3K -1,924 -5%
MI
114
Moneywise Inc
Virginia
$870K +$190K +7,716 +31%
SFS
115
Sowell Financial Services
Arkansas
$846K -$70.3K -2,862 -8%
CWM
116
Cedar Wealth Management
California
$841K +$778K +31,648 New
KAM
117
Knightsbridge Asset Management
California
$737K +$682K +27,738 New
CAGAS
118
Capital Advisory Group Advisory Services
Minnesota
$732K +$672K +27,341 +13,671%
GM
119
GeoWealth Management
Illinois
$722K -$404K -16,432 -38%
WMG
120
WESCAP Management Group
California
$703K
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$697K
AFAS
122
Acorn Financial Advisory Services
Virginia
$688K -$148K -6,006 -19%
NAS
123
Nicolet Advisory Services
Wisconsin
$673K -$2.24M -91,057 -78%
GSC
124
G&S Capital
Colorado
$672K +$9.58K +390 +2%
AIS
125
American Investment Services
Massachusetts
$665K -$324K -13,186 -34%