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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
226
Next Financial Group
Texas
$564K +$93.6K +1,215 +21%
EFG
227
Everhart Financial Group
Ohio
$551K +$231 +3 +0%
APWM
228
Atlas Private Wealth Management
New York
$550K -$23.1K -300 -4%
KWM
229
Keebeck Wealth Management
Illinois
$544K +$512K +6,639 New
GRP
230
Global Retirement Partners
California
$543K +$461K +5,981 +927%
Principal Financial Group
231
Principal Financial Group
Iowa
$537K -$21.8K -283 -4%
EWA
232
EP Wealth Advisors
California
$519K -$1.03M -13,398 -68%
KAS
233
Kestra Advisory Services
Texas
$504K -$57K -740 -11%
WPWM
234
Windward Private Wealth Management
Kansas
$465K -$335K -4,349 -43%
DAS
235
Dynamic Advisor Solutions
Arizona
$462K -$3.78K -49 -0.9%
PB
236
Pinnacle Bancorp
Nebraska
$462K
WIC
237
Whitegate Investment Counselors
New Hampshire
$460K -$54.6K -709 -11%
DSC
238
Duncker Streett & Co
Missouri
$453K -$98.4K -1,277 -19%
BTWM
239
Baker Tilly Wealth Management
Wisconsin
$452K +$61.1K +793 +17%
PH
240
Pinnacle Holdings
Oklahoma
$449K +$8.25K +107 +2%
HFS
241
Howard Financial Services
Texas
$447K -$29.8K -387 -7%
BWFA
242
Baltimore-Washington Financial Advisors
Maryland
$445K +$1.77K +23 +0.4%
BFA
243
Beaumont Financial Advisors
Massachusetts
$430K +$405K +5,253 New
WFA
244
Wellspring Financial Advisors
Ohio
$429K -$3.31M -42,931 -80%
HH
245
Hilltop Holdings
Texas
$410K +$386K +5,005 New
WP
246
WealthSource Partners
California
$397K +$1.31K +17 +0.4%
AFP
247
Ausdal Financial Partners
Iowa
$394K -$38K -493 -9%
SSWM
248
Sheets Smith Wealth Management
North Carolina
$390K +$13.5K +175 +4%
TFA
249
Tobias Financial Advisors
Florida
$388K -$51.9K -674 -12%
RSWM
250
Robertson Stephens Wealth Management
California
$388K -$14.9K -193 -4%