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State Street SPDR S&P 600 Small Cap Growth ETF
SLYG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
151
EP Wealth Advisors
California
$320K +$91.2K +1,544 +41%
PWM
152
Paulson Wealth Management
Illinois
$312K +$38.5K +651 +14%
FHA
153
Flagship Harbor Advisors
Massachusetts
$309K +$95.1K +1,610 +45%
PGAM
154
Princeton Global Asset Management
New Jersey
$305K +$42K +711 +16%
BFM
155
Broadview Financial Management
Wisconsin
$289K +$532 +9 +0.2%
PWS
156
Paragon Wealth Strategies
Florida
$282K -$83.7K -1,417 -23%
IFWM
157
Institute for Wealth Management
Colorado
$275K +$27.1K +459 +11%
DAS
158
Dynamic Advisor Solutions
Arizona
$265K -$95K -1,608 -27%
PA
159
Pinnacle Associates
New York
$258K -$92.4K -1,563 -27%
PWMAG
160
Pinnacle Wealth Management Advisory Group
New Jersey
$258K -$88.3K -1,495 -26%
FAAS
161
First Allied Advisory Services
California
$258K +$257K +4,345 New
MWP
162
MYCIO Wealth Partners
Pennsylvania
$251K -$10.9K -185 -4%
SWA
163
Stratos Wealth Advisors
Ohio
$250K +$248K +4,190 New
SIA
164
Starfire Investment Advisers
Michigan
$245K +$355 +6 +0.1%
OAM
165
Occidental Asset Management
California
$239K +$2.54K +43 +1%
PTC
166
Private Trust Company
Ohio
$231K +$229K +3,871 New
HR
167
Hayden Royal
North Carolina
$228K -$16.7K -283 -7%
LYV
168
Live Your Vision
Pennsylvania
$228K +$220K +3,726 New
FIM
169
Fernwood Investment Management
Massachusetts
$224K – – –
FVWA
170
Foster Victor Wealth Advisors
South Carolina
$220K -$48.5K -820 -18%
LA
171
LexAurum Advisors
Kansas
$209K -$323K -5,470 -61%
LWAC
172
Laurel Wealth Advisors (California)
California
$208K +$206K +3,489 New
CAL
173
Capital Analysts LLC
Pennsylvania
$200K +$186K +3,141 +1,447%
CA
174
Cetera Advisors
Colorado
$192K +$191K +3,232 New
FCB
175
First Command Bank
Texas
$170K -$9.75K -165 -5%
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