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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MF
226
Manchester Financial
California
$40K -$10.7K -190 -16%
BW
227
Bison Wealth
Georgia
$38K -$9.5K -168 -15%
CIA
228
Cascade Investment Advisors
Oregon
$36.4K
Citigroup
229
Citigroup
New York
$36K -$11.3M -199,359 -100%
TC
230
Truvestments Capital
Florida
$36K +$51.1K +904 New
PA
231
Parallel Advisors
California
$32K -$2.94K -52 -6%
OSAM
232
O'Shaughnessy Asset Management
Connecticut
$31K +$43.6K +770 New
KPCM
233
Kings Point Capital Management
New York
$30K
William Blair & Company
234
William Blair & Company
Illinois
$28K
FA
235
Fortis Advisors
Pennsylvania
$28K +$1.92K +34 +5%
CFG
236
Capstone Financial Group
Oklahoma
$27K -$962 -17 -3%
GRP
237
Global Retirement Partners
California
$27K
HFS
238
HBC Financial Services
Washington
$27K
CAAS
239
Capital Asset Advisory Services
Michigan
$27K +$19.3K +341 +111%
LDFR
240
Lehman & Derafelo Financial Resources
Pennsylvania
$26K -$905 -16 -2%
Fidelity Investments
241
Fidelity Investments
Massachusetts
$24K -$5.77K -102 -14%
TWP
242
TFO Wealth Partners
Ohio
$24K +$19.1K +338 +131%
PGAM
243
Princeton Global Asset Management
New Jersey
$21K -$11.5K -204 -29%
CHA
244
Carmichael Hill & Associates
Maryland
$21K
PA
245
Procyon Advisors
Connecticut
$20K
TL
246
TrueWealth LLC
Georgia
$20K +$27.3K +482 New
SIS
247
Sound Income Strategies
Florida
$19K
SFG
248
Sowa Financial Group
Rhode Island
$19K
OPS
249
Orion Portfolio Solutions
Nebraska
$19K +$26.3K +465 New
HDIM
250
Hanson & Doremus Investment Management
Vermont
$18K +$170 +3 +0.7%