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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
151
United Capital Financial Advisors
Texas
$1.21M -$36K -828 -3%
SW
152
SkyOak Wealth
Michigan
$1.21M -$12.8K -294 -1%
HighTower Advisors
153
HighTower Advisors
Illinois
$1.21M -$1.72M -39,490 -59%
ACP
154
Aveo Capital Partners
Colorado
$1.2M -$82.1K -1,890 -6%
MI
155
Moneywise Inc
Virginia
$1.19M -$72.2K -1,662 -6%
KWM
156
Kingsview Wealth Management
Oregon
$1.18M +$99.5K +2,290 +9%
BC
157
Brio Consultants
California
$1.12M -$83.4K -1,921 -7%
T
158
TRUADVICE
Florida
$1.11M +$248K +5,700 +28%
QWM
159
QP Wealth Management
New Jersey
$1.1M +$1.09M +25,056 New
AC
160
Apella Capital
Connecticut
$1.07M +$1.05M +24,279 New
MFA
161
McClarren Financial Advisors
Pennsylvania
$1.04M +$93.1K +2,144 +10%
TWM
162
Trinity Wealth Management
Pennsylvania
$1.02M +$49.5K +1,139 +5%
SEI Investments
163
SEI Investments
Pennsylvania
$1.02M +$47.2K +1,086 +5%
FHA
164
Flagship Harbor Advisors
Massachusetts
$1.01M -$127K -2,928 -11%
EH
165
Equitable Holdings
New York
$1M +$466K +10,725 +88%
CWM
166
Cedar Wealth Management
California
$1M -$212K -4,882 -18%
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$1M -$2.36M -54,367 -70%
OGF
168
Orin Green Financial
California
$984K -$38.2K -879 -4%
AIS
169
American Investment Services
Massachusetts
$979K -$52.1K -1,200 -5%
CFG
170
Cooper Financial Group
California
$976K +$129K +2,977 +15%
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$951K -$827K -19,045 -47%
FMN
172
Financial Management Network
California
$941K +$200K +4,613 +27%
BCI
173
Brinker Capital Investments
Pennsylvania
$941K +$233K +5,365 +33%
SWA
174
Sightline Wealth Advisors
Connecticut
$926K +$383K +8,825 +72%
SIA
175
Strategic Investment Advisors
Michigan
$895K -$193K -4,447 -18%