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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAS
176
Valicenti Advisory Services
New York
$1.19M +$32.5K +838 +3%
PWA
177
PCG Wealth Advisors
Kansas
$1.17M +$69.6K +1,794 +6%
BCM
178
Brookstone Capital Management
Illinois
$1.08M -$2.86M -73,743 -71%
SWA
179
Sightline Wealth Advisors
Connecticut
$1.06M +$147K +3,793 +15%
TFA
180
TPG Financial Advisors
Oregon
$1.06M +$14K +361 +1%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$1.04M -$54.1K -1,395 -5%
TWM
182
Trinity Wealth Management
Pennsylvania
$1.03M +$48.2K +1,241 +5%
SFG
183
Sovereign Financial Group
Connecticut
$1.02M
RWM
184
Reston Wealth Management
Virginia
$990K +$1.07M +27,511 New
LC
185
Legacy CG
Texas
$986K +$245K +6,325 +30%
BSW
186
Buckingham Strategic Wealth
Missouri
$985K +$59.2K +1,526 +6%
CAG
187
Csenge Advisory Group
Florida
$982K +$303K +7,815 +40%
AF
188
Aldebaran Financial
$980K -$50.3K -1,296 -5%
AWS
189
Atria Wealth Solutions
New York
$946K +$691K +17,809 +210%
SWM
190
Seaside Wealth Management
California
$946K +$925K +23,830 New
TF
191
TRH Financial
Iowa
$941K -$362K -9,332 -26%
CA
192
Claro Advisors
Massachusetts
$922K +$242K +6,224 +32%
SSW
193
Stone Summit Wealth
Florida
$919K +$165K +4,253 +20%
MWM
194
Modera Wealth Management
New Jersey
$916K -$208K -5,352 -17%
OWA
195
Opal Wealth Advisors
New York
$895K +$55.5K +1,430 +6%
UCFA
196
United Capital Financial Advisors
Texas
$891K -$23.8K -613 -2%
FPWM
197
FSB Premier Wealth Management
Iowa
$886K -$18.6K -478 -2%
QWM
198
QP Wealth Management
New Jersey
$866K -$68.1K -1,755 -7%
Royal Bank of Canada
199
Royal Bank of Canada
Ontario, Canada
$857K -$27.4K -707 -3%
MFT
200
Moisand Fitzgerald Tamayo
Florida
$853K +$260K +6,698 +39%