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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
226
Sutton Wealth Advisors
Florida
$16.5K
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$16K
CDIA
228
Capital Directions Investment Advisors
Georgia
$16K
CAL
229
Capital Advisors Ltd
Ohio
$16K +$17.6K +290 New
RCG
230
Ruggie Capital Group
Florida
$16K +$18.6K +306 New
JA
231
JOYN Advisors
Georgia
$15K
FGC
232
Financial Gravity Companies
Texas
$15K +$14.8K +244 New
JFA
233
JNBA Financial Advisors
Minnesota
$12K +$14K +230 New
BFC
234
Bedel Financial Consulting
Indiana
$8K +$9.1K +150 New
SA
235
SRH Advisors
Kansas
$7K
OIA
236
OneDigital Investment Advisors
Kansas
$7K +$7.4K +122 New
IF
237
Ironwood Financial
Arizona
$6K
RIA
238
RPG Investment Advisory
California
$6K +$6.8K +112 New
SEI Investments
239
SEI Investments
Pennsylvania
$5K -$1.03K -17 -17%
GI
240
Gradient Investments
Minnesota
$5K +$5.46K +90 New
TFS
241
TrustCore Financial Services
Tennessee
$4K
PB
242
Pinnacle Bancorp
Nebraska
$4K +$4K +66 New
VFA
243
Valeo Financial Advisors
Indiana
$2K
AIA
244
Armor Investment Advisors
North Carolina
$1K
FCMT
245
Founders Capital Management (Texas)
Texas
$1K
FRA
246
Front Row Advisors
California
$1K
EWM
247
Executive Wealth Management
Michigan
$1K +$607 +10 New
3AM
248
3EDGE Asset Management
Florida
-$162M -2,375,500 Closed
BFG
249
Barber Financial Group
Kansas
-$21.8M -319,490 Closed
AA
250
Advisory Alpha
Michigan
-$15.9M -266,499 Closed