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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Advisornet Financial
Minnesota
$70K -$660K -11,007 -91%
CIA
227
Cascade Investment Advisors
Oregon
$54.5K
Fidelity Investments
228
Fidelity Investments
Massachusetts
$53K +$5.88K +98 +13%
PC
229
Permanens Capital
New York
$51K
PA
230
Parallel Advisors
California
$50K
PGAM
231
Princeton Global Asset Management
New Jersey
$49K -$7.67K -128 -14%
KPCM
232
Kings Point Capital Management
New York
$46K
William Blair & Company
233
William Blair & Company
Illinois
$42K
GRP
234
Global Retirement Partners
California
$40K -$16.8K -280 -30%
LDFR
235
Lehman & Derafelo Financial Resources
Pennsylvania
$40K -$5.04K -84 -11%
TF
236
TimeScale Financial
Massachusetts
$37K
SPIA
237
Steward Partners Investment Advisory
New York
$32K
TW
238
Towerpoint Wealth
California
$31K +$30.6K +510 New
VCM
239
Versant Capital Management
Arizona
$30K +$120 +2 +0.4%
SFSIG
240
San Francisco Sentry Investment Group
California
$29K
SIS
241
Sound Income Strategies
Florida
$29K +$4.98K +83 +21%
HDIM
242
Hanson & Doremus Investment Management
Vermont
$27K +$120 +2 +0.5%
SL
243
Salomon & Ludwin
Virginia
$26K +$25.5K +425 New
BFEC
244
Benjamin F. Edwards & Company
Missouri
$25K +$24K +400 New
CFGS
245
Concourse Financial Group Securities
Alabama
$20K -$114K -1,906 -85%
TFS
246
TrustCore Financial Services
Tennessee
$19K
CAL
247
Capital Advisors Ltd
Ohio
$18K
CDIA
248
Capital Directions Investment Advisors
Georgia
$18K
NIC
249
Northwest Investment Counselors
Oregon
$18K +$17.7K +295 New
NSIM
250
North Star Investment Management
Illinois
$18K +$17.7K +296 New