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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
126
Strategic Investment Advisors
Michigan
$335K +$375K +12,707 New
BWFA
127
Baltimore-Washington Financial Advisors
Maryland
$323K +$70.6K +2,393 +24%
MCWS
128
McKinley Carter Wealth Services
West Virginia
$311K +$10.4K +353 +3%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$309K +$2.74K +93 +0.8%
FWM
130
Frontier Wealth Management
Missouri
$287K +$31.2K +1,057 +11%
PA
131
Paracle Advisors
Washington
$281K +$86.1K +2,920 +38%
UAS
132
United Asset Strategies
New York
$278K -$3.37M -114,256 -92%
B
133
Brightworth
Georgia
$278K +$33.2K +1,127 +12%
ASN
134
Advisory Services Network
Georgia
$271K -$1.16M -39,227 -79%
Stifel Financial
135
Stifel Financial
Missouri
$269K
ACG
136
Allen Capital Group
Nebraska
$265K -$113K -3,836 -30%
BA
137
BKS Advisors
Michigan
$255K +$15.5K +524 +6%
FFW
138
Fusion Family Wealth
New York
$254K +$282K +9,546 +12,238%
PWMG
139
Prestige Wealth Management Group
New Jersey
$254K +$284K +9,638 New
JMPWA
140
JP Morgan Private Wealth Advisors
California
$244K
PFM
141
Parsec Financial Management
North Carolina
$243K +$271K +9,203 New
AA
142
Alesco Advisors
New York
$243K +$272K +9,234 New
BRC
143
Bell Rock Capital
Delaware
$238K +$30.7K +1,040 +13%
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$233K
NA
145
NewEdge Advisors
Louisiana
$229K
SMG
146
Smart Money Group
Texas
$227K +$255K +8,630 New
MSAM
147
Moloney Securities Asset Management
Missouri
$224K -$1.43M -48,379 -85%
HighTower Advisors
148
HighTower Advisors
Illinois
$224K -$43.5K -1,474 -15%
CF
149
Centaurus Financial
California
$224K +$59K +2,000 +33%
JP Morgan Chase
150
JP Morgan Chase
New York
$221K +$247K +8,378 New