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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
151
McKinley Carter Wealth Services
West Virginia
$428K -$27.8K -891 -6%
Koshinski Asset Management
152
Koshinski Asset Management
Illinois
$426K +$408K +13,087 New
PFM
153
Parsec Financial Management
North Carolina
$414K -$23.5K -754 -6%
GBBWRPM
154
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$412K +$394K +12,615 New
KWM
155
Kingsview Wealth Management
Oregon
$408K -$141K -4,516 -27%
SIA
156
Strategic Investment Advisors
Michigan
$407K +$32.8K +1,050 +9%
RFN
157
RDA Financial Network
Iowa
$406K -$468 -15 -0.1%
CAG
158
Csenge Advisory Group
Florida
$393K +$24K +769 +7%
FHC
159
First Heartland Consultants
Missouri
$392K +$10.6K +339 +3%
NCM
160
Noesis Capital Mangement
Florida
$390K +$373K +11,954 New
NFP
161
Narus Financial Partners
Utah
$369K +$54.5K +1,747 +18%
WCM
162
Wealthcare Capital Management
Virginia
$359K -$22K -706 -6%
SSWM
163
Sheets Smith Wealth Management
North Carolina
$359K +$79.3K +2,540 +30%
WAS
164
Wealth Advisory Solutions
Indiana
$357K +$342K +10,970 New
BSG
165
Black Swift Group
Colorado
$356K +$341K +10,910 New
JMPWA
166
JP Morgan Private Wealth Advisors
California
$354K +$46.6K +1,493 +16%
BCM
167
Brookstone Capital Management
Illinois
$349K -$6.02K -193 -2%
B
168
Brightworth
Georgia
$344K +$11.6K +371 +4%
DWM
169
Dakota Wealth Management
Florida
$340K +$23.5K +752 +8%
RJA
170
Raymond James & Associates
Florida
$339K +$37.5K +1,200 +13%
ACM
171
Alpha Capital Management
Texas
$326K -$17.3K -553 -5%
GC
172
Gilbert & Cook
Iowa
$317K +$303K +9,707 New
PFG
173
PAX Financial Group
Texas
$316K +$305K +9,760 New
WWM
174
WT Wealth Management
Arizona
$313K +$300K +9,600 New
AA
175
Alesco Advisors
New York
$305K -$56.2K -1,799 -16%