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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
201
Moloney Securities Asset Management
Missouri
$482K +$244 +6 +0.1%
NF
202
Nikulski Financial
Iowa
$474K +$56.4K +1,385 +14%
MWM
203
MBE Wealth Management
Wisconsin
$462K -$611K -15,000 -58%
PFG
204
PAX Financial Group
Texas
$461K -$65.1K -1,597 -13%
BWM
205
BCS Wealth Management
Tennessee
$461K
SPA
206
Sentinel Pension Advisors
Massachusetts
$445K +$103K +2,530 +32%
CFAM
207
Center For Asset Management
Florida
$439K +$82.6K +2,026 +24%
CPA
208
Clear Perspective Advisors
Illinois
$437K +$44.4K +1,090 +12%
BHWM
209
Bay Harbor Wealth Management
Maryland
$435K -$85.7K -2,104 -17%
LA
210
Latitude Advisors
Florida
$435K -$46K -1,128 -10%
GI
211
Gradient Investments
Minnesota
$423K -$58.4M -1,432,916 -99%
OWA
212
Opal Wealth Advisors
New York
$423K -$2.16K -53 -0.5%
NCM
213
Noesis Capital Mangement
Florida
$423K
Koshinski Asset Management
214
Koshinski Asset Management
Illinois
$417K +$16.3K +399 +4%
MP
215
McDonald Partners
Ohio
$414K +$896 +22 +0.2%
BG
216
Benedetti & Gucer
Georgia
$398K +$384K +9,425 New
AFAS
217
Acorn Financial Advisory Services
Virginia
$395K -$130K -3,187 -25%
APA
218
American Portfolios Advisors
New York
$386K +$13.1K +322 +4%
AO
219
Advisor OS
Illinois
$385K +$371K +9,110 New
AAS
220
Avantax Advisory Services
Texas
$382K +$18.3K +450 +5%
PFM
221
Parsec Financial Management
North Carolina
$362K -$48.2K -1,184 -12%
FIM
222
Fernwood Investment Management
Massachusetts
$347K
Comerica Bank
223
Comerica Bank
Texas
$345K +$326K +7,995 New
MCWS
224
McKinley Carter Wealth Services
West Virginia
$342K -$63.8K -1,566 -16%
CA
225
CGN Advisors
Kansas
$336K -$74.5K -1,828 -19%