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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
176
Laurel Wealth Advisors (California)
California
$303K +$290K +9,299 New
BRC
177
Bell Rock Capital
Delaware
$299K -$84.5K -2,706 -22%
RIA
178
Regal Investment Advisors
Michigan
$295K -$43K -1,378 -13%
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$289K
PWM
180
Perigon Wealth Management
California
$282K -$499 -16 -0.2%
CAAS
181
Capital Asset Advisory Services
Michigan
$280K +$269K +8,629 New
ISWM
182
Independent Solutions Wealth Management
New York
$279K +$267K +8,552 New
AWM
183
Avior Wealth Management
Nebraska
$273K +$4.28K +137 +2%
CA
184
Crumly & Associates
Illinois
$269K +$257K +8,244 New
RTS
185
Round Table Services
New Jersey
$268K +$718 +23 +0.3%
BCI
186
Brinker Capital Investments
Pennsylvania
$253K +$111K +3,544 +84%
DI
187
DFPG Investments
Utah
$242K +$229K +7,341 New
SWP
188
Stratos Wealth Partners
Ohio
$239K +$229K +7,327 New
HighTower Advisors
189
HighTower Advisors
Illinois
$236K -$13.4K -429 -6%
FIM
190
Fernwood Investment Management
Massachusetts
$232K +$222K +7,100 New
AF
191
Apexium Financial
Texas
$232K +$222K +7,107 New
CCM
192
Coldstream Capital Management
Washington
$223K -$189K -6,069 -47%
NF
193
Nikulski Financial
Iowa
$212K +$206K +6,594 New
SPA
194
Sentinel Pension Advisors
Massachusetts
$208K +$199K +6,364 New
FMWA
195
Forvis Mazars Wealth Advisors
Missouri
$200K +$191K +6,133 New
BAM
196
Belpointe Asset Management
Nevada
$197K +$36K +1,153 +24%
GFPC
197
Global Financial Private Client
Florida
$187K +$179K +5,735 New
LAS
198
Lloyd Advisory Services
Georgia
$169K +$161K +5,171 New
IFWM
199
Institute for Wealth Management
Colorado
$169K +$162K +5,177 New
PWMG
200
Prestige Wealth Management Group
New Jersey
$168K +$26.9K +861 +20%