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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Claro Advisors
Massachusetts
$1.08M +$133K +3,560 +14%
UAS
202
United Asset Strategies
New York
$1.06M +$380K +10,152 +55%
SFG
203
Sovereign Financial Group
Connecticut
$1.04M +$28.3K +755 +3%
PP
204
Pegasus Partners
Wisconsin
$1.04M +$290K +7,741 +38%
SSW
205
Stone Summit Wealth
Florida
$1.02M +$26.4K +704 +3%
AG
206
Ascent Group
Virginia
$1.02M -$588K -15,706 -36%
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$1.01M -$45.9K -1,225 -4%
PTC
208
Private Trust Company
Ohio
$1.01M +$51.5K +1,374 +5%
BFA
209
Brown Financial Advisory
Alabama
$1.01M -$6.41K -171 -0.6%
NA
210
NewEdge Advisors
Louisiana
$995K +$364K +9,729 +19%
CA
211
Continuum Advisory
Idaho
$991K -$121K -3,242 -11%
OWA
212
Opal Wealth Advisors
New York
$980K +$8.69K +232 +0.9%
TFA
213
Transamerica Financial Advisors
Florida
$977K +$439K +11,723 +80%
NGA
214
Naples Global Advisors
Florida
$962K +$975K +26,025 New
PAG
215
Private Advisor Group
New Jersey
$958K +$9.87M +263,398 +17%
BSW
216
Buckingham Strategic Wealth
Missouri
$952K -$45.9K -1,225 -5%
FPWM
217
FSB Premier Wealth Management
Iowa
$918K -$7.79K -208 -0.8%
CGFA
218
Colton Groome Financial Advisors
North Carolina
$910K +$239K +6,386 +35%
VAS
219
Vestmark Advisory Solutions
Massachusetts
$896K -$5.21K -139 -0.6%
NF
220
Nikulski Financial
Iowa
$886K +$42.2K +1,126 +5%
TFG
221
Tilson Financial Group
New Jersey
$885K +$897K +23,950 New
OPS
222
Orion Portfolio Solutions
Nebraska
$881K +$24.5K +653 +3%
BCM
223
Brookstone Capital Management
Illinois
$870K -$108K -2,877 -11%
UCFA
224
United Capital Financial Advisors
Texas
$859K -$34.6K -924 -4%
AIS
225
American Investment Services
Massachusetts
$851K