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State Street SPDR S&P 600 Small Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$462K +$101K +1,694 +24%
SCA
127
Snowden Capital Advisors
New York
$445K -$27.4K -460 -5%
LFG
128
LifePlan Financial Group
Ohio
$444K +$94.5K +1,586 +24%
SMFS
129
Squar Milner Financial Services
California
$435K +$167K +2,805 +53%
AF
130
Advisornet Financial
Minnesota
$433K +$183K +3,080 +62%
Bank of New York Mellon
131
Bank of New York Mellon
New York
$432K -$286K -4,800 -37%
BPWA
132
Beacon Pointe Wealth Advisors
California
$421K +$465K +7,809 New
GLA
133
Good Life Advisors
Pennsylvania
$405K -$16K -268 -3%
PWMG
134
Prestige Wealth Management Group
New Jersey
$392K +$433K +7,273 New
MFW
135
Mosaic Family Wealth
Missouri
$391K +$432K +7,253 New
JP Morgan Chase
136
JP Morgan Chase
New York
$387K +$149K +2,507 +54%
HR
137
Hardy Reed
Mississippi
$387K +$427K +7,173 New
AAS
138
Avantax Advisory Services
Texas
$380K +$419K +7,038 New
RIM
139
Redwood Investment Management
Arizona
$374K +$413K +6,929 New
KA
140
Klingman & Associates
New York
$365K +$403K +6,761 New
JC
141
Jentner Corp
Ohio
$354K +$27.9K +468 +8%
DAS
142
Dynamic Advisor Solutions
Arizona
$352K -$29.5K -495 -8%
IWM
143
IHT Wealth Management
Illinois
$331K -$73.1K -1,227 -17%
ADL
144
Asset Dedication LLC
California
$331K +$366K +6,153 New
APA
145
American Portfolios Advisors
New York
$330K -$47.4K -795 -12%
PWS
146
Paragon Wealth Strategies
Florida
$329K +$366K +6,140 New
KWM
147
Kingsview Wealth Management
Oregon
$322K +$131K +2,205 +59%
PA
148
Pinnacle Associates
New York
$317K +$350K +5,878 New
SFS
149
Sowell Financial Services
Arkansas
$313K +$345K +5,794 New
PWMAG
150
Pinnacle Wealth Management Advisory Group
New Jersey
$313K +$346K +5,810 New