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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
276
CogentBlue Wealth Advisors
Tennessee
$761K +$780K +8,726 New
EFG
277
Everhart Financial Group
Ohio
$760K -$893 -10 -0.1%
WI
278
WrapManager Inc
California
$754K +$21.4K +239 +3%
ACM
279
AlphaStar Capital Management
North Carolina
$754K -$86.2K -965 -10%
Betterment LLC
280
Betterment LLC
New York
$748K -$245K -2,740 -24%
TYCC
281
Texas Yale Capital Corp
Florida
$744K
GCM
282
G2 Capital Management
Ohio
$739K
GLA
283
Good Life Advisors
Pennsylvania
$730K -$2.56M -28,656 -77%
ACM
284
Advance Capital Management
Michigan
$727K +$25.7K +288 +4%
WANY
285
Wealthspire Advisors (New York)
New York
$726K +$744K +8,322 New
AB
286
Atlas Brown
Kentucky
$725K +$536 +6 +0.1%
YP
287
YANKCOM Partnership
South Dakota
$712K +$729K +8,158 New
AI
288
Accredited Investors
Minnesota
$698K -$42.4K -475 -6%
FHA
289
Flagship Harbor Advisors
Massachusetts
$695K -$29.1K -326 -4%
CSP
290
Cary Street Partners
Virginia
$694K +$710K +7,949 New
CSWM
291
Cassady Schiller Wealth Management
Ohio
$693K
TFP
292
Traction Financial Partners
Wyoming
$680K -$2.32K -26 -0.3%
SL
293
Sentinus LLC
Illinois
$671K -$18K -201 -3%
JWCA
294
J.W. Cole Advisors
Florida
$666K +$199K +2,228 +41%
Fidelity Investments
295
Fidelity Investments
Massachusetts
$663K -$36.5K -408 -5%
TMWM
296
Taylor & Morgan Wealth Management
Michigan
$659K -$168K -1,885 -20%
SWM
297
Seed Wealth Management
Illinois
$653K
CWD
298
Clarity Wealth Development
Oregon
$653K +$656K +7,345 New
PH
299
Pinnacle Holdings
Oklahoma
$652K -$7.15K -80 -1%
IWC
300
Integrated Wealth Concepts
Massachusetts
$640K +$15.3K +171 +2%