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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
126
Evermay Wealth Management
Virginia
$9.18M +$2.39M +54,472 +37%
LS
127
Liquid Strategies
Georgia
$9.14M +$1.31M +29,846 +17%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$9.08M -$43.6K -992 -0.5%
PI
129
Pachira Investments
California
$8.98M -$92.8K -2,113 -1%
CWM
130
Cahaba Wealth Management
Georgia
$8.97M -$26K -592 -0.3%
FI
131
Financial Insights
Washington
$8.83M -$3.02M -68,767 -26%
KAS
132
Kestra Advisory Services
Texas
$8.78M -$2.85M -64,978 -25%
AO
133
Advisor OS
Illinois
$8.76M +$701K +15,947 +9%
BW
134
Bison Wealth
Georgia
$8.7M -$421K -9,594 -5%
SIAP
135
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8.65M -$20.5K -467 -0.6%
MHWM
136
Montz Harcus Wealth Management
Louisiana
$8.2M +$349K +7,952 +5%
PWG
137
Private Wealth Group
Florida
$8.08M -$203K -4,610 -3%
VAMG
138
Voisard Asset Management Group
Michigan
$8.02M +$138K +3,151 +2%
KAM
139
Kensington Asset Management
Texas
$7.93M +$345K +7,860 +5%
DWM
140
Diversify Wealth Management
Utah
$7.91M +$185K +4,205 +2%
UF
141
Univest Financial
Pennsylvania
$7.84M +$7.56M +172,190 New
1WM
142
1900 Wealth Management
Texas
$7.7M -$282K -6,415 -4%
LFG
143
Larson Financial Group
Missouri
$7.67M -$401K -9,132 -5%
AAS
144
Annex Advisory Services
Wisconsin
$7.67M -$184K -4,199 -2%
PA
145
PSI Advisors
Florida
$7.53M +$88.2K +2,007 +1%
OWA
146
Octavia Wealth Advisors
Ohio
$7.39M +$1.1M +25,004 +18%
WCFA
147
Walkner Condon Financial Advisors
Wisconsin
$7.28M -$443K -10,083 -6%
LGW
148
Leslie Global Wealth
Illinois
$7.28M +$56.4K +1,283 +0.8%
MOS
149
MGO One Seven
Ohio
$7.25M +$90.2K +2,052 +1%
BCP
150
Berkeley Capital Partners
Georgia
$7.22M +$116K +2,650 +2%