We are live on ! Find out more
SPSM icon

State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
201
Ford Financial Group
California
$926K +$802K +19,053 +641%
NF
202
Nikulski Financial
Iowa
$920K +$118K +2,815 +15%
FMN
203
Financial Management Network
California
$910K +$8.92K +212 +1%
SSW
204
Stone Summit Wealth
Florida
$903K +$104K +2,471 +13%
LC
205
Legacy CG
Texas
$886K +$887K +21,066 New
OMC
206
Old Mission Capital
Illinois
$880K +$881K +20,925 New
OGF
207
Orin Green Financial
California
$873K +$11K +262 +1%
CA
208
Claro Advisors
Massachusetts
$867K – – –
VAS
209
Vestmark Advisory Solutions
Massachusetts
$855K +$856K +20,323 New
CIAS
210
Capital Investment Advisory Services
North Carolina
$838K -$11.9K -282 -1%
CF
211
Corrigan Financial
Rhode Island
$828K +$3.07K +73 +0.4%
CAG
212
Csenge Advisory Group
Florida
$819K +$76.4K +1,816 +10%
HHRDM
213
H&H Retirement Design & Management
Nevada
$797K +$143K +3,395 +21%
RFG
214
Range Financial Group
Oregon
$792K -$800 -19 -0.1%
HVIA
215
Hudson Valley Investment Advisors
New York
$792K +$60.8K +1,444 +8%
CWM
216
Cedar Wealth Management
California
$791K -$288K -6,852 -27%
OPS
217
Orion Portfolio Solutions
Nebraska
$758K +$311K +7,386 +69%
AWM
218
Axxcess Wealth Management
California
$747K +$220K +5,227 +42%
CCM
219
Coldstream Capital Management
Washington
$742K -$155K -3,676 -17%
FPW
220
Flagship Private Wealth
Massachusetts
$741K -$609K -14,470 -45%
JCA
221
January Capital Advisors
California
$734K -$528K -12,550 -38%
BCI
222
Brinker Capital Investments
Pennsylvania
$729K -$32.3K -768 -4%
MFT
223
Moisand Fitzgerald Tamayo
Florida
$715K -$394K -9,361 -36%
PFA
224
Professional Financial Advisors
Nebraska
$708K +$30K +712 +4%
FAIM
225
Financial Advocates Investment Management
Washington
$698K +$127K +3,028 +22%
7 8
9
10 11