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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
176
McKinley Carter Wealth Services
West Virginia
$243K -$17.8K -637 -7%
5L
177
55I LLC
Massachusetts
$243K +$248K +8,888 New
SA
178
Stewardship Advisors
Pennsylvania
$242K -$1.2K -43 -0.5%
PFM
179
Parsec Financial Management
North Carolina
$237K -$23K -825 -9%
ISWM
180
Independent Solutions Wealth Management
New York
$237K -$5.46K -196 -2%
SFG
181
SNS Financial Group
Minnesota
$227K +$502 +18 +0.2%
FIM
182
Fernwood Investment Management
Massachusetts
$225K -$9.48K -340 -4%
RTS
183
Round Table Services
New Jersey
$225K
NA
184
NewEdge Advisors
Louisiana
$223K +$13.9K +497 +6%
SPA
185
Sentinel Pension Advisors
Massachusetts
$219K +$223K +8,015 New
CSPIA
186
Cary Street Partners Investment Advisory
Virginia
$213K +$217K +7,786 New
RIM
187
Rockbridge Investment Management
New York
$207K -$5.32K -191 -2%
AFG
188
Affinia Financial Group
Massachusetts
$203K -$16.2K -581 -7%
VHAM
189
Van Hulzen Asset Management
California
$202K -$62.3K -2,235 -23%
CAAS
190
Capital Asset Advisory Services
Michigan
$166K -$1.56K -56 -0.9%
BHWM
191
Bay Harbor Wealth Management
Maryland
$138K -$57.5K -2,061 -29%
APA
192
American Portfolios Advisors
New York
$138K -$11.9K -426 -8%
AIM
193
Anchor Investment Management
South Carolina
$137K -$27.9K -1,000 -17%
Royal Bank of Canada
194
Royal Bank of Canada
Ontario, Canada
$131K +$14K +501 +12%
PFGIA
195
Patriot Financial Group Insurance Agency
Massachusetts
$125K +$28.7K +1,030 +29%
GSWM
196
Golden State Wealth Management
California
$121K +$123K +4,405 New
CPW
197
Catalyst Private Wealth
California
$116K +$118K +4,226 New
CFD
198
Creative Financial Designs
Indiana
$112K +$81.9K +2,937 +252%
VC
199
Vicus Capital
Pennsylvania
$109K +$111K +3,991 New
JWA
200
JFS Wealth Advisors
Pennsylvania
$82K -$2.73K -98 -3%