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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
101
Western Wealth Management
Colorado
$13M +$16.2K +349 +0.1%
OFS
102
OneAscent Financial Services
Alabama
$12.9M +$13.3M +286,910 New
PAS
103
Park Avenue Securities
New York
$12.6M +$236K +5,078 +2%
APW
104
Austin Private Wealth
Texas
$12.5M -$905K -19,452 -7%
AF
105
Allworth Financial
California
$12.2M +$1.15M +24,656 +10%
UAS
106
United Asset Strategies
New York
$12.1M +$887K +19,073 +8%
IPW
107
Impact Partnership Wealth
Georgia
$11.8M +$756K +16,244 +7%
MWM
108
Modern Wealth Management
Kansas
$11.8M +$254K +5,454 +2%
MML Investors Services
109
MML Investors Services
Massachusetts
$11.7M +$724K +15,568 +6%
WCM
110
Windsor Capital Management
Arizona
$11.6M -$65.6K -1,411 -0.5%
VFA
111
Valeo Financial Advisors
Indiana
$11.5M -$620K -13,327 -5%
TMWM
112
Taylor & Morgan Wealth Management
Michigan
$11.5M -$1.03M -22,134 -8%
KW
113
KWB Wealth
California
$11.5M -$950K -20,434 -8%
PFA
114
Pure Financial Advisors
California
$11.2M -$356K -7,649 -3%
RW
115
RVW Wealth
California
$11.2M -$376K -8,094 -3%
CAAM
116
Cornerstone Advisors Asset Management
Pennsylvania
$11.2M +$1.29M +27,792 +13%
EWM
117
Evermay Wealth Management
Virginia
$11.1M +$2.12M +45,492 +23%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$11.1M -$737K -15,838 -6%
ACM
119
AlphaStar Capital Management
North Carolina
$10.9M +$1.14M +24,422 +11%
ACA
120
Aspire Capital Advisors
Washington
$10.9M +$407K +8,746 +4%
SAW
121
Signal Advisors Wealth
Michigan
$10.8M +$4.57M +98,149 +69%
NSAM
122
North Star Asset Management
Wisconsin
$10.8M -$2.12M -45,617 -16%
KAS
123
Kestra Advisory Services
Texas
$10.6M +$2.02M +43,438 +23%
UF
124
Univest Financial
Pennsylvania
$9.97M +$2.31M +49,723 +29%
AO
125
Advisor OS
Illinois
$9.76M +$1.15M +24,793 +13%