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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
176
Arkansas Financial Group
Arkansas
$4.7M +$314K +7,783 +8%
6F
177
626 Financial
Michigan
$4.68M +$938K +23,251 +27%
WA
178
Waverly Advisors
Alabama
$4.62M -$269K -6,664 -6%
LSERS
179
Louisiana State Employees Retirement System
Louisiana
$4.62M +$2.54M +63,000 +139%
HA
180
Hofer & Associates
California
$4.57M +$104K +2,580 +2%
Bank of New York Mellon
181
Bank of New York Mellon
New York
$4.56M -$102K -2,536 -2%
PWM
182
Paulson Wealth Management
Illinois
$4.56M +$204K +5,068 +5%
SCM
183
SCS Capital Management
Massachusetts
$4.54M +$651K +16,151 +18%
PWG
184
Portside Wealth Group
Utah
$4.53M +$377K +9,347 +10%
P
185
&Partners
Tennessee
$4.5M +$2.14M +52,999 +101%
OWP
186
Obermeyer Wealth Partners
Colorado
$4.44M -$21.7M -538,112 -84%
Brown Advisory
187
Brown Advisory
Maryland
$4.43M -$444K -11,004 -10%
SI
188
Seeds Investor
New York
$4.35M +$3.02M +74,968 +275%
DAS
189
Diversify Advisory Services
Utah
$4.2M +$590K +14,638 +18%
PS
190
Principal Securities
Iowa
$4.13M +$2.11M +52,260 +117%
Focus Partners Wealth
191
Focus Partners Wealth
Massachusetts
$4.1M +$999K +24,785 +35%
1WM
192
1900 Wealth Management
Texas
$4.02M -$784K -19,449 -17%
OWM
193
Olympus Wealth Management
Utah
$3.92M +$971K +24,073 +35%
FFA
194
Founders Financial Alliance
North Carolina
$3.9M +$302K +7,477 +9%
WMR
195
Wealth Management Resources
Rhode Island
$3.89M +$416K +10,326 +13%
PC
196
Pecaut & Co
Iowa
$3.88M -$377K -9,350 -9%
AA
197
AF Advisors
California
$3.83M +$3.63M +90,000 New
Janney Montgomery Scott
198
Janney Montgomery Scott
Pennsylvania
$3.81M -$163K -4,035 -4%
HFS
199
Hughes Financial Services
Virginia
$3.73M -$20.8M -516,256 -86%
SGI
200
Summit Global Investments
Utah
$3.73M +$1.24M +30,872 +54%