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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MI
201
Moneywise Inc
Virginia
$849K -$45.9K -1,182 -5%
VAS
202
Vestmark Advisory Solutions
Massachusetts
$827K +$104K +2,672 +13%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$815K -$102K -2,624 -10%
PTC
204
Private Trust Company
Ohio
$805K +$869K +22,385 New
SEI Investments
205
SEI Investments
Pennsylvania
$802K -$39.6K -1,021 -4%
NF
206
Nikulski Financial
Iowa
$783K -$3.45K -89 -0.4%
FMN
207
Financial Management Network
California
$773K -$7.61K -196 -0.9%
OGF
208
Orin Green Financial
California
$761K +$13.3K +342 +2%
HVIA
209
Hudson Valley Investment Advisors
New York
$758K +$87.3K +2,250 +12%
AIS
210
American Investment Services
Massachusetts
$744K +$201K +5,189 +34%
BC
211
Brio Consultants
California
$738K -$145K -3,738 -15%
WEG
212
World Equity Group
Illinois
$732K +$790K +20,350 New
JCA
213
January Capital Advisors
California
$732K -$2.48K -64 -0.3%
CIAS
214
Capital Investment Advisory Services
North Carolina
$727K +$10.5K +271 +1%
CF
215
Corrigan Financial
Rhode Island
$711K +$3.3K +85 +0.4%
EWM
216
Evermay Wealth Management
Virginia
$711K +$605K +15,596 +375%
SIA
217
Strategic Investment Advisors
Michigan
$683K +$206K +5,320 +39%
SFP
218
Shepherd Financial Partners
Massachusetts
$680K -$210K -5,415 -22%
RFG
219
Range Financial Group
Oregon
$678K +$1.05K +27 +0.1%
OPS
220
Orion Portfolio Solutions
Nebraska
$654K +$5.67K +146 +0.8%
NFP
221
Narus Financial Partners
Utah
$640K -$340K -8,771 -33%
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$639K -$1.58M -40,769 -70%
HHRDM
223
H&H Retirement Design & Management
Nevada
$637K -$132K -3,400 -17%
CIAS
224
CFS Investment Advisory Services
New Jersey
$632K +$681K +17,556 New
CWMGP
225
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$607K +$50.4K +1,299 +8%