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State Street SPDR S&P 600 Small Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIFP
151
Partners in Financial Planning
Virginia
$784K +$770K +8,831 New
APWM
152
Atlas Private Wealth Management
New York
$737K
FPIS
153
Financial Planning & Information Services
Wisconsin
$703K +$116K +1,334 +20%
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$702K -$46K -528 -6%
FCCM
155
First City Capital Management
Georgia
$699K
SWA
156
Stratos Wealth Advisors
Ohio
$696K +$95.5K +1,096 +16%
IAN
157
Integrated Advisors Network
Texas
$684K -$31.5K -362 -4%
WPW
158
Waldron Private Wealth
Pennsylvania
$668K
PFGIA
159
Patriot Financial Group Insurance Agency
Massachusetts
$653K +$174 +2 +0%
RFA
160
Reilly Financial Advisors
California
$651K -$147K -1,692 -19%
CA
161
Centerpoint Advisors
Massachusetts
$645K
OAM
162
Occidental Asset Management
California
$631K -$93.4K -1,072 -13%
CA
163
Cetera Advisors
Colorado
$619K +$100K +1,148 +20%
NFG
164
Next Financial Group
Texas
$602K +$5.84K +67 +1%
VFIC
165
Valley Forge Investment Consultants
Pennsylvania
$602K +$15.9K +182 +3%
MWM
166
Meridian Wealth Management
Kentucky
$596K +$87 +1 +0%
PA
167
PFG Advisors
Arizona
$595K +$58.8K +675 +11%
FWP
168
Falcon Wealth Planning
California
$578K -$57.4K -659 -9%
KWM
169
Keebeck Wealth Management
Illinois
$561K -$43.5K -499 -7%
HNB
170
Huntington National Bank
Ohio
$554K +$490K +5,621 New
AFAS
171
Acorn Financial Advisory Services
Virginia
$546K +$523 +6 +0.1%
Mercer Global Advisors
172
Mercer Global Advisors
Colorado
$544K +$150K +1,719 +39%
LA
173
LexAurum Advisors
Kansas
$511K +$65.3K +749 +15%
TPW
174
Tiller Private Wealth
Pennsylvania
$481K
SPI
175
Santori & Peters Inc
Pennsylvania
$465K +$7.15K +82 +2%