We are live on ! Find out more
SPSM icon

State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
151
PAX Financial Group
Texas
$366K +$44.8K +1,823 +15%
MGIA
152
Moneta Group Investment Advisors
Missouri
$365K -$65.2K -2,655 -16%
EGA
153
E&G Advisors
Texas
$361K -$184K -7,500 -36%
Koshinski Asset Management
154
Koshinski Asset Management
Illinois
$352K -$32.8K -1,334 -9%
DWM
155
Dakota Wealth Management
Florida
$350K -$7.52K -306 -2%
FHC
156
First Heartland Consultants
Missouri
$315K +$291K +11,851 New
CAG
157
Csenge Advisory Group
Florida
$301K -$99.8K -4,064 -26%
BWM
158
BCS Wealth Management
Tennessee
$289K +$268K +10,895 New
JMPWA
159
JP Morgan Private Wealth Advisors
California
$267K -$884 -36 -0.4%
NCM
160
Noesis Capital Mangement
Florida
$266K -$48K -1,954 -16%
SIA
161
Strategic Investment Advisors
Michigan
$265K -$76.9K -3,131 -24%
VHAM
162
Van Hulzen Asset Management
California
$256K -$52K -2,116 -18%
AWM
163
Avior Wealth Management
Nebraska
$254K +$12.4K +504 +6%
MCWS
164
McKinley Carter Wealth Services
West Virginia
$253K -$7.22K -294 -3%
PFM
165
Parsec Financial Management
North Carolina
$252K -$15K -609 -6%
PA
166
PSI Advisors
Florida
$247K +$229K +9,308 New
AF
167
Aldebaran Financial
$245K +$226K +9,210 New
ISWM
168
Independent Solutions Wealth Management
New York
$235K +$217K +8,837 New
HighTower Advisors
169
HighTower Advisors
Illinois
$232K +$215K +8,751 New
AAS
170
Avantax Advisory Services
Texas
$230K +$213K +8,688 New
FIM
171
Fernwood Investment Management
Massachusetts
$227K +$210K +8,552 New
SFG
172
SNS Financial Group
Minnesota
$219K -$393K -15,991 -66%
RTS
173
Round Table Services
New Jersey
$219K +$202K +8,231 New
SA
174
Stewardship Advisors
Pennsylvania
$217K -$147K -5,965 -42%
AFG
175
Affinia Financial Group
Massachusetts
$213K -$856K -34,832 -81%