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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
$530K
OIA
202
OneDigital Investment Advisors
Kansas
$519K +$522K +12,181 New
JMPWA
203
JP Morgan Private Wealth Advisors
California
$513K +$25.9K +604 +5%
CCM
204
Coldstream Capital Management
Washington
$512K +$28.4K +663 +6%
SPA
205
Sentinel Pension Advisors
Massachusetts
$501K +$3.6K +84 +0.7%
CFAM
206
Center For Asset Management
Florida
$500K +$131K +3,051 +35%
APA
207
American Portfolios Advisors
New York
$494K +$118K +2,753 +31%
PFG
208
PAX Financial Group
Texas
$484K +$30.2K +704 +7%
BWM
209
BCS Wealth Management
Tennessee
$464K
MSAM
210
Moloney Securities Asset Management
Missouri
$462K -$15.4K -359 -3%
CA
211
CGN Advisors
Kansas
$456K +$85K +1,983 +23%
MA
212
MONECO Advisors
Connecticut
$455K +$457K +10,672 New
TPCW
213
TD Private Client Wealth
New York
$446K -$127K -2,953 -22%
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$442K +$332K +7,737 +315%
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$440K +$26K +606 +6%
MWM
216
MBE Wealth Management
Wisconsin
$432K -$1.41K -33 -0.3%
SL
217
SWMG LLC
Texas
$431K -$227K -5,306 -34%
NCM
218
Noesis Capital Mangement
Florida
$426K
Koshinski Asset Management
219
Koshinski Asset Management
Illinois
$409K +$79K +1,844 +24%
BAM
220
Belpointe Asset Management
Nevada
$408K +$203K +4,747 +98%
MA
221
Mutual Advisors
Nebraska
$406K +$77.6K +1,810 +23%
MP
222
McDonald Partners
Ohio
$391K -$65K -1,516 -14%
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$384K -$6.43K -150 -2%
AAS
224
Avantax Advisory Services
Texas
$383K +$2.36K +55 +0.6%
SAM
225
Strategic Asset Management
Minnesota
$372K +$365K +8,514 New