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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
$2.66M +$500K +12,844 +22%
CWM
202
Cornerstone Wealth Management
Missouri
$2.62M -$58.7K -1,506 -2%
PSFG
203
Prairie Sky Financial Group
Illinois
$2.61M -$91.5K -2,349 -3%
HWP
204
Hibernia Wealth Partners
Louisiana
$2.6M +$2.75M +70,500 New
NFC
205
Northeast Financial Consultants
Connecticut
$2.59M -$149K -3,829 -5%
BCG
206
Breakwater Capital Group
New Jersey
$2.56M +$33.5K +859 +1%
VWM
207
Venturi Wealth Management
Texas
$2.54M +$2.68M +68,750 New
FFA
208
Founders Financial Alliance
North Carolina
$2.5M +$10.3K +264 +0.4%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$2.49M -$447K -11,474 -15%
PC
210
Pecaut & Co
Iowa
$2.48M -$159K -4,090 -6%
PIA
211
Perennial Investment Advisors
California
$2.46M +$11.1K +286 +0.4%
CRI
212
Colonial River Investments
Virginia
$2.41M -$188K -4,818 -7%
SFI
213
SPC Financial Inc
Maryland
$2.41M +$2.54M +65,257 New
GF
214
Goodman Financial
Texas
$2.36M +$82.1K +2,107 +3%
AWM
215
Axxcess Wealth Management
California
$2.33M +$1.28M +32,784 +108%
IA
216
IFG Advisors
Missouri
$2.32M -$479K -12,288 -16%
EFL
217
ERn Financial LLC
Wisconsin
$2.25M -$98K -2,516 -4%
NC
218
NovaPoint Capital
Georgia
$2.25M +$36.9K +947 +2%
LPT
219
Legacy Private Trust
Wisconsin
$2.23M +$298K +7,644 +14%
TFA
220
Transamerica Financial Advisors
Florida
$2.23M +$654K +16,798 +38%
Citadel Advisors
221
Citadel Advisors
Florida
$2.22M +$1.08M +27,835 +86%
Comerica Bank
222
Comerica Bank
Texas
$2.22M +$2.34M +60,160 New
TCA
223
Transcend Capital Advisors
New Jersey
$2.21M +$2.34M +59,983 New
RCM
224
Raleigh Capital Management
North Carolina
$2.19M +$1.35M +34,564 +140%
WAS
225
Wealth Advisory Solutions
Indiana
$2.14M +$60.4K +1,551 +3%