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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
126
IHT Wealth Management
Illinois
$519K +$689K +23,753 New
DWM
127
Doyle Wealth Management
Florida
$494K -$37.4K -1,289 -5%
NFC
128
Northeast Financial Consultants
Connecticut
$493K +$655K +22,587 New
NA
129
Nottingham Advisors
New York
$492K +$653K +22,514 New
EGA
130
E&G Advisors
Texas
$460K -$113K -3,915 -16%
JCM
131
Janney Capital Management
Pennsylvania
$453K -$71.5K -2,468 -11%
AIS
132
Accurate Investment Solutions
Pennsylvania
$431K -$32.7K -1,127 -5%
WCM
133
Wealthcare Capital Management
Virginia
$430K +$251K +8,661 +79%
WAS
134
Wealth Advisory Solutions
Indiana
$427K +$250K +8,618 +79%
KWM
135
Kingsview Wealth Management
Oregon
$425K +$202K +6,981 +56%
JP Morgan Chase
136
JP Morgan Chase
New York
$423K -$1.19M -40,977 -68%
SEI Investments
137
SEI Investments
Pennsylvania
$423K +$18.2K +627 +3%
TPCW
138
TD Private Client Wealth
New York
$422K +$560K +19,333 New
CF
139
Corrigan Financial
Rhode Island
$411K +$545K +18,805 New
PCIA
140
Prime Capital Investment Advisors
Kansas
$398K
ACP
141
Aveo Capital Partners
Colorado
$393K +$90.6K +3,125 +21%
PA
142
Paracle Advisors
Washington
$369K +$24.3K +837 +5%
MGIA
143
Moneta Group Investment Advisors
Missouri
$358K -$581K -20,047 -55%
AF
144
Advisornet Financial
Minnesota
$358K -$476K -16,426 -50%
VIP
145
Vantage Investment Partners
Missouri
$357K -$24.5K -845 -5%
GC
146
Gilbert & Cook
Iowa
$355K +$190K +6,561 +68%
CAG
147
Csenge Advisory Group
Florida
$336K +$97K +3,345 +28%
Citadel Advisors
148
Citadel Advisors
Florida
$321K -$697K -24,031 -62%
Koshinski Asset Management
149
Koshinski Asset Management
Illinois
$319K +$43.6K +1,504 +11%
LSAG
150
Lake Street Advisors Group
New Hampshire
$318K +$422K +14,555 New