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

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
251
Flagship Harbor Advisors
Massachusetts
$604K +$651K +8,339 New
MF
252
Meridian Financial
Massachusetts
$599K – – –
TYCC
253
Texas Yale Capital Corp
Florida
$580K +$73.4K +940 +13%
MHIC
254
Marble Harbor Investment Counsel
Massachusetts
$579K – – –
CSWM
255
Cassady Schiller Wealth Management
Ohio
$575K – – –
MAM
256
Marquette Asset Management
Minnesota
$573K +$1.64K +21 +0.3%
OAM
257
Occidental Asset Management
California
$565K +$17K +218 +3%
AI
258
Accredited Investors
Minnesota
$555K – – –
PP
259
Prudential plc
United Kingdom
$546K -$4.68K -60 -0.8%
WPW
260
Waldron Private Wealth
Pennsylvania
$540K +$468 +6 +0.1%
BBA
261
Braun-Bostich & Associates
Pennsylvania
$528K -$3.51K -45 -0.6%
CA
262
CoreCap Advisors
Michigan
$521K -$26.8K -343 -5%
SAM
263
Stringer Asset Management
Tennessee
$516K +$20K +256 +4%
OCM
264
One Capital Management
California
$498K +$625 +8 +0.1%
ACM
265
Advance Capital Management
Michigan
$495K -$42.3K -542 -7%
WEG
266
World Equity Group
Illinois
$481K -$360K -4,612 -41%
HFA
267
Highland Financial Advisors
New Jersey
$470K +$507K +6,489 New
CA
268
Centerpoint Advisors
Massachusetts
$458K -$8.59K -110 -2%
PGF
269
Plan Group Financial
Oklahoma
$454K +$491K +6,283 New
PB
270
Pinnacle Bancorp
Nebraska
$453K +$152K +1,951 +45%
PFA
271
Pettinga Financial Advisors
Indiana
$447K +$482K +6,175 New
IFG
272
Independent Financial Group
California
$443K -$11.3K -145 -2%
EWA
273
EP Wealth Advisors
California
$440K -$28.2K -361 -6%
EFG
274
Everhart Financial Group
Ohio
$437K -$7.03K -90 -1%
BTWM
275
Baker Tilly Wealth Management
Wisconsin
$433K -$3.75K -48 -0.8%
9 10
11
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