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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
201
Raleigh Capital Management
North Carolina
$891K -$883K -23,315 -47%
PTC
202
Private Trust Company
Ohio
$882K +$133K +3,522 +16%
ACP
203
Aveo Capital Partners
Colorado
$874K -$549K -14,516 -36%
SWM
204
Seaside Wealth Management
California
$872K -$38.2K -1,009 -4%
FPWM
205
FSB Premier Wealth Management
Iowa
$853K +$15.1K +400 +2%
SFS
206
Sowell Financial Services
Arkansas
$831K +$923K +24,396 New
VAS
207
Vestmark Advisory Solutions
Massachusetts
$830K +$52.3K +1,381 +6%
UCFA
208
United Capital Financial Advisors
Texas
$823K -$22.7K -600 -2%
MWM
209
Modera Wealth Management
New Jersey
$798K -$77.4K -2,044 -8%
AWM
210
Axxcess Wealth Management
California
$794K -$441K -11,645 -33%
QWM
211
QP Wealth Management
New Jersey
$792K -$35.4K -936 -4%
OPS
212
Orion Portfolio Solutions
Nebraska
$790K +$190K +5,016 +28%
MI
213
Moneywise Inc
Virginia
$789K -$16.2K -428 -2%
AIS
214
American Investment Services
Massachusetts
$784K +$88.8K +2,347 +11%
NF
215
Nikulski Financial
Iowa
$778K +$40.2K +1,061 +5%
SEI Investments
216
SEI Investments
Pennsylvania
$771K +$15K +397 +2%
FMN
217
Financial Management Network
California
$755K -$16.5K -437 -2%
Royal Bank of Canada
218
Royal Bank of Canada
Ontario, Canada
$745K -$73.8K -1,950 -8%
PPP
219
Private Portfolio Partners
New Jersey
$739K +$821K +21,700 New
BC
220
Brio Consultants
California
$724K -$24K -634 -3%
OGF
221
Orin Green Financial
California
$721K +$7K +185 +0.9%
Walleye Capital
222
Walleye Capital
New York
$705K +$783K +20,687 New
PP
223
Pegasus Partners
Wisconsin
$692K +$170K +4,504 +28%
MF
224
Meridian Financial
Massachusetts
$689K +$277K +7,309 +57%
CWM
225
Cedar Wealth Management
California
$686K +$196K +5,175 +35%