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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
176
J.W. Cole Advisors
Florida
$5.13M +$1.09M +24,745 +28%
LSAG
177
Lake Street Advisors Group
New Hampshire
$5.11M +$132 +3 +0%
HSWS
178
Higgins & Schmidt Wealth Strategies
Colorado
$5.03M +$177K +4,019 +4%
B
179
Bensler
Washington
$4.99M +$470K +10,690 +11%
APC
180
Aspire Private Capital
North Carolina
$4.97M -$747K -16,994 -13%
IWP
181
IAG Wealth Partners
Wisconsin
$4.86M +$418K +9,522 +10%
WA
182
Waverly Advisors
Alabama
$4.86M +$32.3K +735 +0.7%
FCI
183
Financial Counselors Inc
Kansas
$4.82M +$70.2K +1,599 +2%
PWM
184
Paulson Wealth Management
Illinois
$4.78M -$152K -3,466 -3%
SFG
185
Shum Financial Group
California
$4.74M +$4.3M +97,892 New
SFP
186
Strategic Financial Planning
Texas
$4.66M -$17.5K -398 -0.4%
HA
187
Hofer & Associates
California
$4.61M -$2.06K -47 -0%
GM
188
GeoWealth Management
Illinois
$4.59M +$3.24M +73,725 +272%
EDRIA
189
Edmonds Duncan Registered Investment Advisors
Kansas
$4.58M +$195K +4,436 +5%
SHJ
190
Sharkey, Howes & Javer
Colorado
$4.54M +$4.38M +99,743 New
HVIA
191
Hudson Valley Investment Advisors
New York
$4.45M +$334K +7,596 +8%
RCA
192
Resonant Capital Advisors
Wisconsin
$4.43M +$6.9K +157 +0.2%
Cerity Partners
193
Cerity Partners
New York
$4.28M -$88.7K -2,020 -2%
Janney Montgomery Scott
194
Janney Montgomery Scott
Pennsylvania
$4.26M +$878K +19,978 +27%
TFA
195
TPG Financial Advisors
Oregon
$4.26M +$85.2K +1,940 +2%
DC
196
Destiny Capital
Colorado
$4.22M -$140K -3,186 -3%
DAS
197
Diversify Advisory Services
Utah
$4.14M -$525K -11,945 -11%
MUAMU
198
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.12M
LFA
199
Legend Financial Advisors
Pennsylvania
$3.96M -$18.8K -427 -0.5%
SFC
200
Strategic Financial Concepts
Texas
$3.96M -$162M -3,680,001 -98%