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State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
201
Evermay Wealth Management
Virginia
$2.3M +$224K +6,023 +11%
TCM
202
Towercrest Capital Management
Pennsylvania
$2.26M +$60.1K +1,617 +3%
SAM
203
Securian Asset Management
Minnesota
$2.2M
WAS
204
Wealth Advisory Solutions
Indiana
$2.19M +$22.2K +597 +1%
BCI
205
Brinker Capital Investments
Pennsylvania
$2.13M +$693K +18,651 +52%
OPS
206
Orion Portfolio Solutions
Nebraska
$2.13M +$693K +18,651 +52%
SW
207
SkyOak Wealth
Michigan
$2.07M +$58.8K +1,582 +3%
LPT
208
Legacy Private Trust
Wisconsin
$2.05M +$1.97M +52,882 New
Susquehanna International Group
209
Susquehanna International Group
Pennsylvania
$2.05M +$1.04M +28,011 +113%
TA
210
TFG Advisers
Michigan
$2.02M +$1.93M +51,937 New
SFMG
211
Sage Financial Management Group
Virginia
$2.01M +$1.92M +51,781 New
LIA
212
LBMC Investment Advisors
Tennessee
$1.99M +$1.9M +51,115 New
CGFA
213
Colton Groome Financial Advisors
North Carolina
$1.95M +$444K +11,933 +31%
AWMG
214
Alliance Wealth Management Group
New Jersey
$1.94M +$40K +1,075 +2%
IA
215
IFP Advisors
Florida
$1.92M -$2.09M -56,361 -53%
PCIA
216
Prime Capital Investment Advisors
Kansas
$1.91M +$1.83M +49,129 New
LFAS
217
Level Four Advisory Services
Texas
$1.89M +$1.81M +48,701 New
PTC
218
Private Trust Company
Ohio
$1.85M +$426K +11,455 +32%
CWP
219
CFM Wealth Partners
Texas
$1.84M +$1.76M +47,372 New
EWA
220
EP Wealth Advisors
California
$1.83M +$331K +8,910 New
KBFS
221
Kohmann Bosshard Financial Services
Ohio
$1.82M -$2.6K -70 -0.1%
CFG
222
Carr Financial Group
Massachusetts
$1.82M +$1.74M +46,747 New
AFS
223
Annapolis Financial Services
Maryland
$1.81M +$28.5K +766 +2%
PWM
224
Penobscot Wealth Management
Maine
$1.77M +$37.2K +1,000 +2%
CWA
225
Clarus Wealth Advisors
Arizona
$1.77M +$188K +5,061 +12%