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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
176
Tortoise Investment Management
New York
$17K +$18.7K +635 New
Fidelity Investments
177
Fidelity Investments
Massachusetts
$16K -$12K -407 -40%
WAM
178
Watermark Asset Management
California
$15K +$88 +3 +0.5%
NFG
179
Next Financial Group
Texas
$15K +$12.5K +424 +283%
BFC
180
Bedel Financial Consulting
Indiana
$14K
WAM
181
Wealthspire Advisors (Maryland)
Maryland
$14K +$15.4K +521 New
NWM
182
Northwest Wealth Management
Iowa
$13K
VCM
183
Vigilant Capital Management
Maine
$13K
RE
184
RBC Europe
United Kingdom
$12.7K
LWM
185
Liberty Wealth Management
California
$12K +$14K +475 New
SIS
186
Sound Income Strategies
Florida
$11K -$3.89K -132 -24%
GEA
187
Glen Eagle Advisors
New Jersey
$9.54K -$295 -10 -3%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$9K -$2.42K -82 -20%
LWANC
189
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K +$8.85K +300 New
APA
190
American Portfolios Advisors
New York
$7.33K +$2.57K +87 +46%
WAS
191
Winch Advisory Services
Wisconsin
$7K -$5.55M -188,210 -100%
OSNBOA
192
Old Second National Bank of Aurora
Illinois
$7K +$7.31K +248 +12,400%
WCM
193
Wealthcare Capital Management
Virginia
$7K +$7.67K +260 New
OIA
194
OneDigital Investment Advisors
Kansas
$7K +$7.82K +265 New
MA
195
MCF Advisors
Kentucky
$7K +$8.38K +284 New
FWM
196
Focused Wealth Management
New York
$6K +$6.19K +210 New
S
197
SignatureFD
Georgia
$6K +$6.52K +221 New
AIM
198
Astor Investment Management
Illinois
$5K -$24.4M -826,523 -100%
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$5K +$2.86K +97 +100%
FPB
200
First PREMIER Bank
South Dakota
$5K +$5.4K +183 New