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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
226
Cascade Investment Advisors
Oregon
$54K +$53.9K +890 New
PC
227
Permanens Capital
New York
$51K
PA
228
Parallel Advisors
California
$49K
Fidelity Investments
229
Fidelity Investments
Massachusetts
$47K -$19.7K -325 -30%
KPCM
230
Kings Point Capital Management
New York
$45K
LDFR
231
Lehman & Derafelo Financial Resources
Pennsylvania
$45K
William Blair & Company
232
William Blair & Company
Illinois
$42K
Citigroup
233
Citigroup
New York
$41K -$6.67K -110 -14%
TF
234
TimeScale Financial
Massachusetts
$36K +$36.4K +600 New
DWM
235
Destination Wealth Management
California
$34K
SPIA
236
Steward Partners Investment Advisory
New York
$32K +$32K +528 New
FCA
237
FinTrust Capital Advisors
South Carolina
$30K
VCM
238
Versant Capital Management
Arizona
$30K +$61 +1 +0.2%
SFSIG
239
San Francisco Sentry Investment Group
California
$29K
HDIM
240
Hanson & Doremus Investment Management
Vermont
$26K +$121 +2 +0.5%
RWA
241
Redhawk Wealth Advisors
Minnesota
$25K +$25.5K +420 New
SIS
242
Sound Income Strategies
Florida
$24K
TFS
243
TrustCore Financial Services
Tennessee
$19K
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$18K
CAL
245
Capital Advisors Ltd
Ohio
$18K
CDIA
246
Capital Directions Investment Advisors
Georgia
$18K
RFM
247
Royal Fund Management
Florida
$16K -$6.79K -112 -29%
W
248
WealthStone
Ohio
$15.7K
TCM
249
Tradewinds Capital Management
Washington
$14K -$1.94K -32 -12%
FGAM
250
Financial Gravity Asset Management
Texas
$14K -$606 -10 -4%