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State Street SPDR S&P 600 Small Cap Value ETF
SLYV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
251
Cahill Wealth Management
Michigan
$673K +$669K +8,077 New
VA
252
Valmark Advisers
Ohio
$668K +$183K +2,213 +38%
MHIC
253
Marble Harbor Investment Counsel
Massachusetts
$667K – – –
CSWM
254
Cassady Schiller Wealth Management
Ohio
$661K – – –
MAM
255
Marquette Asset Management
Minnesota
$658K +$9.27K +112 +1%
AI
256
Accredited Investors
Minnesota
$639K – – –
PP
257
Prudential plc
United Kingdom
$633K – – –
EIA
258
Eldridge Investment Advisors
New Hampshire
$632K -$174K -2,099 -22%
OAM
259
Occidental Asset Management
California
$632K +$7.04K +85 +1%
CA
260
CoreCap Advisors
Michigan
$629K +$181K +2,180 +41%
WPW
261
Waldron Private Wealth
Pennsylvania
$621K – – –
ACM
262
Advance Capital Management
Michigan
$614K +$12.2K +147 +2%
BBA
263
Braun-Bostich & Associates
Pennsylvania
$612K +$608K +7,340 New
TYCC
264
Texas Yale Capital Corp
Florida
$590K – – –
HGERS
265
Householder Group Estate & Retirement Specialist
Arizona
$573K +$569K +6,875 New
OCM
266
One Capital Management
California
$572K -$497 -6 -0.1%
SAM
267
Stringer Asset Management
Tennessee
$572K +$568K +6,865 New
APWM
268
Atlas Private Wealth Management
New York
$549K – – –
CA
269
Centerpoint Advisors
Massachusetts
$537K -$46.3K -559 -8%
EWA
270
EP Wealth Advisors
California
$536K +$36.6K +442 +7%
IFG
271
Independent Financial Group
California
$522K +$29.4K +355 +6%
PA
272
PSI Advisors
Florida
$521K -$94K -1,135 -15%
PA
273
Pinnacle Associates
New York
$513K -$111K -1,345 -18%
EFG
274
Everhart Financial Group
Ohio
$510K -$8.03K -97 -2%
SSW
275
Stone Summit Wealth
Florida
$503K -$16.1K -195 -3%
9 10
11
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