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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Advisory Alpha
Michigan
$5.67M +$232K +6,170 +5%
FFS
152
Founders Financial Securities
Maryland
$5.6M +$5.01M +132,857 New
SWP
153
Strategic Wealth Partners
Ohio
$5.42M +$36.5K +968 +0.8%
IWMA
154
Ironwood Wealth Management (Arizona)
Arizona
$5.33M -$118K -3,134 -2%
JSW
155
Journey Strategic Wealth
New Jersey
$5.32M
GM
156
GeoWealth Management
Illinois
$5.3M -$237K -6,291 -5%
GIA
157
Gladstone Institutional Advisory
Florida
$5.29M +$46.3K +1,228 +1%
W
158
Wealthquest
Ohio
$5.23M -$265K -7,030 -5%
EWM
159
Evermay Wealth Management
Virginia
$5.12M +$1.86M +49,357 +69%
LSAG
160
Lake Street Advisors Group
New Hampshire
$5.12M +$3.92M +104,034 +602%
VCM
161
Vivaldi Capital Management
Illinois
$5.01M +$124K +3,281 +3%
PWM
162
Paulson Wealth Management
Illinois
$4.98M +$980K +26,015 +28%
Pathstone Holdings
163
Pathstone Holdings
New Jersey
$4.95M +$4.42M +117,323 New
FCI
164
Financial Counselors Inc
Kansas
$4.81M +$84K +2,229 +2%
DC
165
Destiny Capital
Colorado
$4.76M +$4.26M +112,947 New
SFG
166
StrategIQ Financial Group
Indiana
$4.71M -$6.37K -169 -0.2%
SGWM
167
Sterling Group Wealth Management
California
$4.7M +$84.1K +2,233 +2%
Jane Street
168
Jane Street
New York
$4.68M -$447K -11,873 -10%
AO
169
Advisor OS
Illinois
$4.67M -$3.57M -94,862 -46%
AFA
170
AllGen Financial Advisors
Florida
$4.61M +$38.9K +1,033 +1%
AWS
171
Atria Wealth Solutions
New York
$4.51M +$269K +7,152 +7%
AIM
172
Astor Investment Management
Illinois
$4.47M +$3.99M +105,948 New
RA
173
RFG Advisory
Alabama
$4.46M +$143K +3,808 +4%
SCA
174
Snowden Capital Advisors
New York
$4.39M -$32.9K -873 -0.8%
SFP
175
Strategic Financial Planning
Texas
$4.39M +$280K +7,428 +8%