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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
201
Archer Investment Corporation
Indiana
$2K -$2.29K -77 -58%
GTAM
202
Global Trust Asset Management
Florida
$2K +$1.57K +53 +2,650%
VFA
203
Valeo Financial Advisors
Indiana
$2K +$1.87K +63 New
CIM
204
Contravisory Investment Management
Massachusetts
$2K +$2.35K +79 New
CAGAS
205
Capital Advisory Group Advisory Services
Minnesota
$1K
HI
206
Horizon Investments
North Carolina
-$79.7M -3,022,901 Closed
PI
207
PFS Investments
Georgia
-$31.4M -1,124,815 Closed
CWSR
208
Chessman Wealth Strategies RIA
Texas
-$4.67M -177,112 Closed
CF
209
Copperwynd Financial
Arizona
-$4.33M -164,082 Closed
FFS
210
Founders Financial Securities
Maryland
-$4.28M -162,257 Closed
CM
211
Churchill Management
California
-$1.41M -53,331 Closed
CCM
212
Canal Capital Management
Virginia
-$1.28M -48,467 Closed
AF
213
Affiance Financial
Minnesota
-$1.17M -44,360 Closed
WCM
214
Weatherstone Capital Management
Colorado
-$430K -12,941 Closed
SIA
215
Strategic Investment Advisors
Michigan
-$335K -12,707 Closed
JMPWA
216
JP Morgan Private Wealth Advisors
California
-$244K -9,266 Closed
SMG
217
Smart Money Group
Texas
-$227K -8,630 Closed
VBFP
218
Valtinson Bruner Financial Planning
Minnesota
-$205K -7,786 Closed
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
-$66K -2,486 Closed
TWA
220
TCI Wealth Advisors
Arizona
-$35K -1,319 Closed
W
221
WealthOne
New York
-$26K -1,004 Closed
RWA
222
River Wealth Advisors
Pennsylvania
-$18K -701 Closed
AIC
223
Ameritas Investment Company
Nebraska
-$18K -665 Closed
NFG
224
Next Financial Group
Texas
-$15K -574 Closed
S
225
SignatureFD
Georgia
-$6K -221 Closed