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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
226
BCS Wealth Management
Tennessee
$294K +$284K +4,480 New
RFN
227
RDA Financial Network
Iowa
$289K -$1.08K -17 -0.4%
VAS
228
Valicenti Advisory Services
New York
$281K -$95.1K -1,502 -26%
EWM
229
Empirical Wealth Management
Washington
$280K
BWFA
230
Baltimore-Washington Financial Advisors
Maryland
$279K -$1.9K -30 -0.7%
PWA
231
Physician Wealth Advisors
Utah
$275K -$31.2K -493 -10%
Stifel Financial
232
Stifel Financial
Missouri
$268K +$39.8K +629 +18%
Bank of New York Mellon
233
Bank of New York Mellon
New York
$266K -$34.4K -543 -12%
DAS
234
Dynamic Advisor Solutions
Arizona
$264K -$530K -8,376 -68%
APA
235
American Portfolios Advisors
New York
$262K +$76.5K +1,209 +43%
BFM
236
Broadview Financial Management
Wisconsin
$248K -$4.49K -71 -2%
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$247K +$234K +3,701 +6,381%
APW
238
Aurora Private Wealth
New Jersey
$247K +$238K +3,757 New
DP
239
Denver PWM
Colorado
$246K -$25.2K -398 -10%
IWM
240
IHT Wealth Management
Illinois
$235K -$62.3K -984 -22%
ASN
241
Advisory Services Network
Georgia
$229K +$91.6K +1,447 +71%
DIS
242
Diversified Investment Strategies
Louisiana
$225K +$217K +3,427 New
BWM
243
Baystate Wealth Management
Massachusetts
$223K +$1.14K +18 +0.5%
CIAS
244
Capital Investment Advisory Services
North Carolina
$216K
AWM
245
AE Wealth Management
Kansas
$214K +$206K +3,250 New
TIM
246
Thompson Investment Management
Wisconsin
$214K +$206K +3,253 New
NFP
247
Narus Financial Partners
Utah
$210K +$202K +3,196 New
PH
248
Pinnacle Holdings
Oklahoma
$208K +$4.62K +73 +2%
PA
249
PSI Advisors
Florida
$205K +$198K +3,127 New
CFD
250
Creative Financial Designs
Indiana
$197K +$570 +9 +0.3%