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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFG
201
Range Financial Group
Oregon
$842K +$4.89K +110 +0.6%
SSW
202
Stone Summit Wealth
Florida
$838K +$837K +18,825 New
BCI
203
Brinker Capital Investments
Pennsylvania
$809K -$184K -4,148 -19%
GSWM
204
Golden State Wealth Management
California
$785K -$17.3K -389 -2%
CAG
205
Csenge Advisory Group
Florida
$781K -$153K -3,446 -16%
SIA
206
Strategic Investment Advisors
Michigan
$779K -$344K -7,743 -31%
HVIA
207
Hudson Valley Investment Advisors
New York
$777K -$1.2K -27 -0.2%
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$765K -$222K -5,001 -23%
SW
209
Simplicity Wealth
New Jersey
$765K +$761K +17,115 New
AC
210
Apella Capital
Connecticut
$735K -$906K -20,381 -55%
UAS
211
United Asset Strategies
New York
$729K -$52K -1,169 -7%
PFA
212
Professional Financial Advisors
Nebraska
$720K -$19.6K -442 -3%
WMR
213
Wealth Management Resources
Rhode Island
$702K +$698K +15,714 New
CWMGP
214
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$686K +$683K +15,357 New
HHRDM
215
H&H Retirement Design & Management
Nevada
$677K +$719K +16,181 New
APA
216
American Portfolios Advisors
New York
$673K +$154K +3,476 +30%
LSAG
217
Lake Street Advisors Group
New Hampshire
$667K +$4.04K +91 +0.6%
ACK
218
Andrew C. Karlinski
$664K +$660K +14,856 New
SPA
219
Sentinel Pension Advisors
Massachusetts
$663K +$136K +3,066 +26%
CIS
220
Continental Investors Services
Washington
$650K +$686K +15,444 New
RTS
221
Round Table Services
New Jersey
$649K
T
222
TRUADVICE
Florida
$648K -$389K -8,762 -36%
FWM
223
Fingerlakes Wealth Management
New York
$636K +$634K +14,274 New
SFG
224
Sovereign Financial Group
Connecticut
$634K -$1.47K -33 -0.2%
OWA
225
Opal Wealth Advisors
New York
$630K +$50.7K +1,141 +9%