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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCI
201
Financial Counselors Inc
Kansas
$547K
CCM
202
Coldstream Capital Management
Washington
$523K +$518K +11,918 New
SPA
203
Sentinel Pension Advisors
Massachusetts
$513K +$50.4K +1,160 +11%
JMPWA
204
JP Morgan Private Wealth Advisors
California
$503K
MSAM
205
Moloney Securities Asset Management
Missouri
$493K -$8.47K -195 -2%
BWM
206
BCS Wealth Management
Tennessee
$479K
MP
207
McDonald Partners
Ohio
$470K +$39.4K +906 +9%
PFG
208
PAX Financial Group
Texas
$469K -$9.99K -230 -2%
LA
209
Latitude Advisors
Florida
$456K +$3.69K +85 +0.8%
MWM
210
MBE Wealth Management
Wisconsin
$447K -$32.5K -749 -7%
OWA
211
Opal Wealth Advisors
New York
$444K +$3.74K +86 +0.9%
PFGIA
212
Patriot Financial Group Insurance Agency
Massachusetts
$426K +$78.9K +1,816 +23%
NCM
213
Noesis Capital Mangement
Florida
$415K
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$403K -$136K -3,128 -25%
AO
215
Advisor OS
Illinois
$393K -$7.91K -182 -2%
AAS
216
Avantax Advisory Services
Texas
$391K -$4.26K -98 -1%
BIP
217
Blueprint Investment Partners
North Carolina
$389K +$384K +8,851 New
APA
218
American Portfolios Advisors
New York
$388K -$12.5K -288 -3%
CA
219
CGN Advisors
Kansas
$384K +$34.4K +791 +10%
CFAM
220
Center For Asset Management
Florida
$382K -$74.4K -1,713 -16%
PFM
221
Parsec Financial Management
North Carolina
$376K
GI
222
Gradient Investments
Minnesota
$369K -$69.4K -1,598 -16%
DWM
223
Dakota Wealth Management
Florida
$368K +$24.6K +566 +7%
FIM
224
Fernwood Investment Management
Massachusetts
$361K
Koshinski Asset Management
225
Koshinski Asset Management
Illinois
$341K -$91.7K -2,110 -21%