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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
301
Sax Wealth Advisors
New Jersey
$248K +$739 +9 +0.3%
OMC
302
Old Mission Capital
Illinois
$246K +$246K +3,000 New
US Bancorp
303
US Bancorp
Minnesota
$245K +$8.79K +107 +4%
FDCC
304
Foster Dykema Cabot & Co
Massachusetts
$239K +$240K +2,920 New
PSIWM
305
Paradigm Strategies in Wealth Management
Minnesota
$232K +$493 +6 +0.2%
LGWM
306
Litman Gregory Wealth Management
California
$230K +$230K +2,807 New
WP
307
WealthPLAN Partners
Nebraska
$229K +$11.7K +142 +6%
HCM
308
Hengehold Capital Management
Ohio
$227K -$12K -146 -5%
HTC
309
Haverford Trust Company
Pennsylvania
$227K
OPWM
310
Oakwell Private Wealth Management
Texas
$219K
OGF
311
Orin Green Financial
California
$219K
Rockefeller Capital Management
312
Rockefeller Capital Management
New York
$217K
Fidelity Investments
313
Fidelity Investments
Massachusetts
$216K +$42.6K +519 +25%
CTFG
314
Capstone Triton Financial Group
Oklahoma
$215K -$7.47K -91 -4%
IWC
315
Integrated Wealth Concepts
Massachusetts
$215K +$215K +2,624 New
SWP
316
Stratos Wealth Partners
Ohio
$213K +$214K +2,604 New
KM
317
Kalos Management
Georgia
$205K +$188K +2,287 New
CFD
318
Creative Financial Designs
Indiana
$188K
IHWM
319
Iron Horse Wealth Management
Iowa
$178K -$15.7K -191 -8%
IWP
320
IAG Wealth Partners
Wisconsin
$167K
Koshinski Asset Management
321
Koshinski Asset Management
Illinois
$163K +$163K +1,991 New
Simplex Trading
322
Simplex Trading
Illinois
$159K
PP
323
PrairieView Partners
Minnesota
$158K -$11.9K -145 -7%
WWMSC
324
Wagner Wealth Management (South Carolina)
South Carolina
$147K -$30.5K -372 -18%
SFP
325
Sterling Financial Planning
New Jersey
$139K +$411 +5 +0.3%