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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
251
Whitegate Investment Counselors
New Hampshire
$436K -$20.6K -251 -5%
TFA
252
Tobias Financial Advisors
Florida
$432K +$23.7K +289 +6%
IAN
253
Integrated Advisors Network
Texas
$425K +$68.1K +829 +19%
WPWM
254
Windward Private Wealth Management
Kansas
$422K
WP
255
WealthSource Partners
California
$399K +$903 +11 +0.2%
CCWA
256
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$387K +$493 +6 +0.1%
SAM
257
Silvercrest Asset Management
New York
$385K
AFP
258
Ausdal Financial Partners
Iowa
$381K +$1.48K +18 +0.4%
CA
259
Cetera Advisors
Colorado
$380K +$5.58K +68 +1%
MWA
260
Motive Wealth Advisors
Michigan
$380K +$36.2K +441 +11%
EWM
261
Empirical Wealth Management
Washington
$379K -$82.5K -1,005 -18%
BSB
262
Bangor Savings Bank
Maine
$366K +$72.2K +879 +25%
PH
263
Pinnacle Holdings
Oklahoma
$364K -$78.8K -960 -18%
PFGIA
264
Patriot Financial Group Insurance Agency
Massachusetts
$355K +$150K +1,822 +73%
MIP
265
Marietta Investment Partners
Wisconsin
$351K -$22.4K -273 -6%
IDA
266
Intelligence Driven Advisers
California
$349K +$8.29K +101 +2%
GTAM
267
Global Trust Asset Management
Florida
$347K -$270K -3,294 -44%
JFS
268
JD Financial Services
Pennsylvania
$346K +$20.5K +250 +6%
PNC Financial Services Group
269
PNC Financial Services Group
Pennsylvania
$344K +$325K +3,961 +1,623%
PB
270
Pinnacle Bancorp
Nebraska
$343K
AC
271
AWM Capital
Arizona
$342K +$317K +3,865 New
TIM
272
Thompson Investment Management
Wisconsin
$335K -$16.2K -197 -5%
SF
273
Summit Financial
New Jersey
$325K +$325K +3,961 New
ATC
274
Argent Trust Co
Tennessee
$324K +$325K +3,954 New
DIS
275
Diversified Investment Strategies
Louisiana
$322K -$15.2K -185 -5%