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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
101
Baltimore-Washington Financial Advisors
Maryland
$2.88M -$3.87K -89 -0.1%
DWM
102
Doyle Wealth Management
Florida
$2.88M +$357K +8,214 +14%
5L
103
55I LLC
Massachusetts
$2.85M +$1.92M +44,091 +211%
EDRIA
104
Edmonds Duncan Registered Investment Advisors
Kansas
$2.77M +$16.4K +377 +0.6%
MA
105
MJP Associates
Connecticut
$2.77M +$58.7K +1,351 +2%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$2.73M +$1.05M +24,125 +64%
CA
107
CSM Advisors
Pennsylvania
$2.72M +$2.69M +61,868 New
NRA
108
NSI Retail Advisors
Pennsylvania
$2.68M +$2.65M +60,936 New
PA
109
PSI Advisors
Florida
$2.66M +$274K +6,306 +12%
SB
110
Strategic Blueprint
Georgia
$2.64M -$270K -6,224 -9%
CF
111
Centaurus Financial
California
$2.61M +$108K +2,494 +4%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$2.61M
DJSG
113
D.J. St. Germain
Massachusetts
$2.61M +$2.58M +59,313 New
GF
114
Goodman Financial
Texas
$2.58M -$86K -1,980 -3%
TCM
115
Towercrest Capital Management
Pennsylvania
$2.55M -$63.8K -1,469 -2%
PWM
116
Penobscot Wealth Management
Maine
$2.54M +$2.51M +57,897 New
WAM
117
WealthTrust Asset Management
Florida
$2.51M +$2.49M +57,209 New
GM
118
GeoWealth Management
Illinois
$2.45M -$853K -19,642 -26%
GI
119
Glovista Investments
New Jersey
$2.27M -$85.4K -1,965 -4%
SC
120
Savant Capital
Illinois
$2.23M +$10.7K +246 +0.5%
SAM
121
Securian Asset Management
Minnesota
$2.2M +$772K +17,775 +55%
AWMG
122
Alliance Wealth Management Group
New Jersey
$2.05M -$54.6K -1,256 -3%
AFS
123
Annapolis Financial Services
Maryland
$2.02M +$1.22K +28 +0.1%
UAS
124
United Asset Strategies
New York
$1.94M +$166K +3,814 +9%
SS
125
Simplicity Solutions
Minnesota
$1.94M -$542K -12,486 -22%