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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
301
Root Financial Partners
California
$744K – – –
AAS
302
Ameritas Advisory Services
Nebraska
$742K +$134K +1,296 +24%
MYIA
303
Mount Yale Investment Advisors
Colorado
$735K +$48.4K +470 +7%
AF
304
Allworth Financial
California
$732K +$109K +1,062 +19%
AI
305
Accredited Investors
Minnesota
$730K -$1.13K -11 -0.2%
VAS
306
Vestmark Advisory Solutions
Massachusetts
$722K +$46.6K +452 +7%
MFG
307
Merit Financial Group
Georgia
$722K -$169K -1,640 -20%
SWM
308
SeaCrest Wealth Management
New York
$718K -$38.4K -373 -5%
CWA
309
CogentBlue Wealth Advisors
Tennessee
$711K -$3.6K -35 -0.5%
IA
310
Insight Advisors
Pennsylvania
$709K -$17.3K -168 -3%
PFPG
311
Pinnacle Financial Partners (Georgia)
Georgia
$676K – – –
AFP
312
Ausdal Financial Partners
Iowa
$667K +$1.65K +16 +0.3%
SWM
313
Seaside Wealth Management
California
$664K +$22.7K +220 +4%
JIC
314
Johnson Investment Counsel
Ohio
$656K -$515 -5 -0.1%
EIA
315
Eldridge Investment Advisors
New Hampshire
$656K +$4.53K +44 +0.7%
US Bancorp
316
US Bancorp
Minnesota
$655K -$22.7K -220 -4%
WANY
317
Wealthspire Advisors (New York)
New York
$655K -$12.8K -124 -2%
CAMG
318
CWA Asset Management Group
Florida
$653K -$91.4K -887 -13%
JFA
319
JNBA Financial Advisors
Minnesota
$636K -$85.1K -826 -12%
GS
320
GWN Securities
Florida
$633K +$24.9K +242 +4%
D.E. Shaw & Co
321
D.E. Shaw & Co
New York
$609K +$575K +5,585 New
FC
322
Fairscale Capital
New Hampshire
$609K +$82.6K +802 +17%
DSC
323
Duncker Streett & Co
Missouri
$605K +$412 +4 +0.1%
WAP
324
Wealthcare Advisory Partners
Pennsylvania
$605K -$7K -68 -1%
CSP
325
Cary Street Partners
Virginia
$600K – – –