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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWP
151
Hibernia Wealth Partners
Louisiana
$5.71M -$623K -15,059 -10%
CA
152
Cetera Advisors
Colorado
$5.58M -$340K -8,214 -6%
SWP
153
Strategic Wealth Partners
Ohio
$5.55M +$18.2K +440 +0.3%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$5.54M +$3.56M +86,024 +201%
GM
155
GeoWealth Management
Illinois
$5.39M -$16.8K -406 -0.3%
IWMA
156
Ironwood Wealth Management (Arizona)
Arizona
$5.33M -$99.2K -2,399 -2%
MSA
157
Mason Street Advisors
Wisconsin
$5.31M +$5.1M +123,400 New
PWM
158
Paulson Wealth Management
Illinois
$5.27M +$186K +4,498 +4%
LSAG
159
Lake Street Advisors Group
New Hampshire
$5.22M
VCM
160
Vivaldi Capital Management
Illinois
$5.19M -$54.4K -1,316 -1%
WA
161
Waverly Advisors
Alabama
$5.13M +$3.95M +95,588 +407%
MA
162
MJP Associates
Connecticut
$5.03M +$2.52M +60,861 +108%
WI
163
WrapManager Inc
California
$4.94M -$2.09M -50,461 -31%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$4.9M +$599K +14,479 +15%
FCI
165
Financial Counselors Inc
Kansas
$4.9M -$8.23K -199 -0.2%
Pathstone Holdings
166
Pathstone Holdings
New Jersey
$4.85M -$189K -4,578 -4%
EWM
167
Evermay Wealth Management
Virginia
$4.83M -$375K -9,069 -7%
WSWA
168
Warren Street Wealth Advisors
California
$4.57M +$164K +3,966 +4%
OWA
169
Octavia Wealth Advisors
Ohio
$4.54M +$3.79M +91,642 +665%
SFC
170
Strategic Financial Concepts
Texas
$4.52M +$2.46M +59,437 +130%
DC
171
Destiny Capital
Colorado
$4.51M -$333K -8,049 -7%
CWM
172
Cornerstone Wealth Management
Missouri
$4.5M +$103K +2,484 +2%
MFA
173
Millington Financial Advisors
Illinois
$4.46M +$195K +4,724 +5%
HSWS
174
Higgins & Schmidt Wealth Strategies
Colorado
$4.44M +$56.6K +1,369 +1%
SFP
175
Strategic Financial Planning
Texas
$4.42M -$51.1K -1,236 -1%