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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAT
251
First American Trust
California
$251K +$226K +3,800 New
EWM
252
Empirical Wealth Management
Washington
$250K +$225K +3,784 New
MIP
253
Marietta Investment Partners
Wisconsin
$242K +$217K +3,650 New
FFA
254
Fragasso Financial Advisors
Pennsylvania
$234K +$210K +3,541 New
OPWM
255
Oakwell Private Wealth Management
Texas
$224K +$201K +3,386 New
CFD
256
Creative Financial Designs
Indiana
$219K +$9.09K +153 +5%
CWP
257
Concord Wealth Partners
Virginia
$219K +$197K +3,307 New
BA
258
Ballast Advisors
Minnesota
$217K -$677K -11,389 -78%
VFA
259
Valeo Financial Advisors
Indiana
$216K -$3.15K -53 -2%
HSBC Holdings
260
HSBC Holdings
United Kingdom
$215K +$193K +3,249 New
BWM
261
BCS Wealth Management
Tennessee
$212K +$190K +3,205 New
IA
262
IFG Advisory
Georgia
$212K +$191K +3,214 New
WWMSC
263
Wagner Wealth Management (South Carolina)
South Carolina
$209K +$188K +3,161 New
Deutsche Bank
264
Deutsche Bank
Germany
$204K -$78.6K -1,322 -30%
NFP
265
Novak Financial Planning
Maryland
$202K +$181K +3,045 New
PP
266
PrairieView Partners
Minnesota
$177K -$65.5K -1,102 -29%
IHWM
267
Iron Horse Wealth Management
Iowa
$167K +$150K +2,525 New
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$166K -$30.2K -509 -17%
IWP
269
IAG Wealth Partners
Wisconsin
$146K -$1.19K -20 -0.9%
CTFG
270
Capstone Triton Financial Group
Oklahoma
$133K +$120K +2,013 New
SFP
271
Sterling Financial Planning
New Jersey
$116K +$104K +1,756 New
TRCT
272
Tower Research Capital (TRC)
New York
$109K -$1.28M -21,557 -93%
US Bancorp
273
US Bancorp
Minnesota
$101K -$1.78K -30 -2%
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$94K
BWM
275
Baystate Wealth Management
Massachusetts
$91K +$357 +6 +0.4%