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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
276
Independent Financial Group
California
$884K -$8.76K -85 -1%
VWA
277
Visionary Wealth Advisors
Illinois
$877K +$72.8K +707 +10%
YP
278
YANKCOM Partnership
South Dakota
$871K -$18K -175 -2%
Brown Advisory
279
Brown Advisory
Maryland
$869K -$8.96K -87 -1%
DIS
280
Diversified Investment Strategies
Louisiana
$865K -$4.74K -46 -0.6%
IWP
281
IAG Wealth Partners
Wisconsin
$859K -$48K -466 -6%
CIA
282
Concurrent Investment Advisors
Florida
$848K +$42.3K +411 +6%
AB
283
Atlas Brown
Kentucky
$843K -$17.3K -168 -2%
PWG
284
Portside Wealth Group
Utah
$841K +$96.9K +941 +14%
AssetMark Inc
285
AssetMark Inc
California
$838K -$1.36M -13,198 -63%
CFS
286
Commonwealth Financial Services
West Virginia
$825K -$14.4K -140 -2%
Fifth Third Bancorp
287
Fifth Third Bancorp
Ohio
$815K -$482K -4,678 -39%
SWASL
288
Spartan Wealth Advisory Services LLC
Michigan
$815K -$111K -1,075 -13%
PH
289
Pinnacle Holdings
Oklahoma
$809K +$10.6K +103 +1%
OCM
290
One Capital Management
California
$808K
PAS
291
Park Avenue Securities
New York
$801K -$180K -1,746 -19%
OIA
292
OneDigital Investment Advisors
Kansas
$799K -$72.7K -706 -9%
TMWM
293
Taylor & Morgan Wealth Management
Michigan
$789K -$23.2K -225 -3%
LA
294
LexAurum Advisors
Kansas
$787K -$4.53K -44 -0.6%
MHWM
295
Montz Harcus Wealth Management
Louisiana
$768K +$14.4K +140 +2%
FIM
296
Freedom Investment Management
Connecticut
$766K -$333K -3,233 -32%
FF
297
Friday Financial
Iowa
$748K +$146K +1,421 +26%
VPWA
298
Vestia Personal Wealth Advisors
Indiana
$748K +$2.68K +26 +0.4%
RFP
299
Root Financial Partners
California
$744K
AAS
300
Ameritas Advisory Services
Nebraska
$742K +$134K +1,296 +24%