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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
301
Windward Private Wealth Management
Kansas
$356K -$18.3K -235 -5%
WP
302
WealthSource Partners
California
$356K +$859 +11 +0.2%
PFGIA
303
Patriot Financial Group Insurance Agency
Massachusetts
$355K +$13K +167 +4%
HFS
304
Howard Financial Services
Texas
$354K
CI
305
CX Institutional
Indiana
$353K +$380K +4,866 New
DAS
306
Dynamic Advisor Solutions
Arizona
$348K -$46.8K -599 -11%
AAS
307
Avantax Advisory Services
Texas
$341K +$122K +1,561 +50%
FCM
308
Firestone Capital Management
Florida
$340K +$367K +4,699 New
TIM
309
Thompson Investment Management
Wisconsin
$337K +$31.9K +408 +10%
MHWM
310
Montz Harcus Wealth Management
Louisiana
$332K +$73.3K +939 +26%
AFP
311
Ausdal Financial Partners
Iowa
$319K -$29.7K -380 -8%
SSWM
312
Sheets Smith Wealth Management
North Carolina
$315K +$15K +192 +5%
PA
313
PSI Advisors
Florida
$312K -$151K -1,940 -31%
IA
314
IFG Advisory
Georgia
$309K +$703 +9 +0.2%
HH
315
Hilltop Holdings
Texas
$308K +$38.7K +496 +13%
EWM
316
Empirical Wealth Management
Washington
$302K -$7.5K -96 -2%
B
317
Bridgeworth
Alabama
$293K +$126K +1,619 +67%
Walleye Capital
318
Walleye Capital
New York
$292K +$314K +4,027 New
SAM
319
Silvercrest Asset Management
New York
$290K -$7.81K -100 -2%
IDA
320
Intelligence Driven Advisers
California
$290K
ATC
321
Argent Trust Co
Tennessee
$286K
OPWM
322
Oakwell Private Wealth Management
Texas
$286K +$309K +3,956 New
ACM
323
Armbruster Capital Management
New York
$284K -$91.7K -1,175 -23%
LSA
324
Lansing Street Advisors
Pennsylvania
$284K +$242K +3,105 +382%
RGC
325
Roberts, Glore & Co
Illinois
$283K +$49.6K +635 +19%