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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
151
Ascent Group
Virginia
$1.69M +$1.83M +41,187 New
BFA
152
Brown Financial Advisory
Alabama
$1.67M
UWM
153
USAdvisors Wealth Management
Minnesota
$1.66M +$140K +3,139 +9%
KAM
154
Knightsbridge Asset Management
California
$1.66M +$34.9K +785 +2%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$1.6M +$1.19M +26,811 +297%
Citadel Advisors
156
Citadel Advisors
Florida
$1.57M +$1.56M +35,209 New
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$1.5M +$1.5M +33,686 New
CWM
158
Collaborative Wealth Management
Florida
$1.49M +$1.48M +33,408 New
JCA
159
January Capital Advisors
California
$1.47M +$1.46M +32,955 New
FPW
160
Flagship Private Wealth
Massachusetts
$1.43M +$128K +2,891 +10%
MWM
161
Modera Wealth Management
New Jersey
$1.42M +$1.42M +31,858 New
V
162
Veritable
Delaware
$1.42M
RCM
163
Raleigh Capital Management
North Carolina
$1.38M +$1.37M +30,841 New
CIAS
164
CFS Investment Advisory Services
New Jersey
$1.36M -$315K -7,091 -18%
WCM
165
Wealthcare Capital Management
Virginia
$1.35M +$113K +2,540 +9%
SWA
166
Sightline Wealth Advisors
Connecticut
$1.35M +$24.6K +554 +2%
WMG
167
WESCAP Management Group
California
$1.33M +$65.7K +1,478 +5%
SW
168
SkyOak Wealth
Michigan
$1.32M +$80.8K +1,819 +7%
VAS
169
Valicenti Advisory Services
New York
$1.32M +$44.4K +1,000 +3%
ACP
170
Aveo Capital Partners
Colorado
$1.29M -$314K -7,074 -20%
TFA
171
TPG Financial Advisors
Oregon
$1.27M -$2.29M -51,502 -64%
Mariner
172
Mariner
Kansas
$1.27M +$355K +7,983 +39%
NA
173
NewEdge Advisors
Louisiana
$1.22M +$377K +8,490 +45%
QWM
174
QP Wealth Management
New Jersey
$1.21M +$88.3K +1,986 +8%
CFG
175
Cooper Financial Group
California
$1.21M +$142K +3,196 +13%