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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
126
Valeo Financial Advisors
Indiana
$13.9M -$427K -8,002 -3%
MWML
127
Morrissey Wealth Management, LLC
Connecticut
$13.8M +$13.7M +256,221 New
TIM
128
Tortoise Investment Management
New York
$13.6M +$751K +14,060 +6%
OWA
129
Octavia Wealth Advisors
Ohio
$13.5M +$309K +5,781 +3%
ACA
130
Aspire Capital Advisors
Washington
$12.6M +$160 +3 +0%
SFP
131
Strategic Financial Planning
Texas
$12.5M +$11.6M +217,032 New
SA
132
Sanctuary Advisors
Indiana
$12.5M -$237K -4,433 -2%
CSP
133
Cary Street Partners
Virginia
$12.5M +$784K +14,689 +7%
WFPG
134
Waller Financial Planning Group
Ohio
$12.1M -$625K -11,696 -5%
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$12M +$5.94M +111,226 +115%
GIA
136
Gladstone Institutional Advisory
Florida
$11.9M +$169K +3,169 +2%
SPWG
137
Syntegra Private Wealth Group
Missouri
$11.9M -$389K -7,276 -3%
SIAP
138
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11.8M -$35.6K -666 -0.8%
NA
139
NewEdge Advisors
Louisiana
$11.7M -$264K -4,951 -2%
SWP
140
Stratos Wealth Partners
Ohio
$11.7M -$553K -10,365 -5%
RA
141
Royce & Associates
New York
$11.6M -$392K -7,350 -4%
BFG
142
Bleakley Financial Group
New Jersey
$11.3M +$352K +6,584 +3%
AWE
143
Avidian Wealth Enterprises
Texas
$11M +$23K +430 +0.2%
BCP
144
Berkeley Capital Partners
Georgia
$10.6M +$172K +3,214 +2%
PWG
145
Private Wealth Group
Florida
$10.6M +$1.68M +31,500 +21%
TBF
146
True Blue Financial
Michigan
$10.5M +$6.94M +129,913 +249%
ICMARC
147
International City Management Association Retirement Corp
District of Columbia
$10.4M +$1.01M +18,931 +12%
Brown Advisory
148
Brown Advisory
Maryland
$10.3M +$2.36M +44,125 +33%
B
149
Bensler
Washington
$10.3M +$646K +12,099 +7%
PAG
150
Private Advisory Group
Washington
$10.2M -$38.1K -713 -0.4%