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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
126
Balasa Dinverno & Foltz
$428K -$240K -7,949 -36%
MCWS
127
McKinley Carter Wealth Services
West Virginia
$420K +$53.1K +1,760 +14%
PFM
128
Parsec Financial Management
North Carolina
$403K -$24.6K -817 -6%
CAC
129
Certified Advisory Corp
Florida
$401K +$64K +2,120 +19%
RFN
130
RDA Financial Network
Iowa
$399K -$10K -332 -3%
ASN
131
Advisory Services Network
Georgia
$398K
CCM
132
Coldstream Capital Management
Washington
$387K +$35.2K +1,166 +10%
BRC
133
Bell Rock Capital
Delaware
$359K -$1.06K -35 -0.3%
WCM
134
Wealthcare Capital Management
Virginia
$351K +$67.6K +2,240 +24%
FHC
135
First Heartland Consultants
Missouri
$350K +$10.4K +346 +3%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$345K -$5.19K -172 -1%
SIA
137
Strategic Investment Advisors
Michigan
$342K +$32.4K +1,074 +10%
CAG
138
Csenge Advisory Group
Florida
$339K +$340K +11,287 New
AA
139
Alesco Advisors
New York
$334K +$53K +1,756 +19%
BCM
140
Brookstone Capital Management
Illinois
$327K +$116K +3,840 +54%
BWP
141
Bernardo Wealth Planning
Pennsylvania
$324K +$326K +10,819 New
PAS
142
Park Avenue Securities
New York
$320K +$322K +10,666 New
ACM
143
Alpha Capital Management
Texas
$317K +$20.6K +683 +7%
UAS
144
United Asset Strategies
New York
$315K +$20.8K +690 +7%
RIA
145
Regal Investment Advisors
Michigan
$313K +$21.2K +702 +7%
B
146
Brightworth
Georgia
$305K -$21.6K -716 -7%
AFP
147
Ausdal Financial Partners
Iowa
$305K +$17.5K +580 +6%
DWM
148
Dakota Wealth Management
Florida
$290K +$292K +9,664 New
WP
149
WealthPLAN Partners
Nebraska
$289K +$279K +9,244 New
NFP
150
Narus Financial Partners
Utah
$287K +$28.9K +958 +11%