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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
301
WealthSource Partners
California
$331K +$1.5K +20 +0.4%
WPWM
302
Windward Private Wealth Management
Kansas
$330K
AAS
303
Avantax Advisory Services
Texas
$330K +$15.7K +209 +4%
HFS
304
Howard Financial Services
Texas
$328K +$75 +1 +0%
IA
305
IFG Advisory
Georgia
$328K +$46.9K +623 +15%
PTC
306
Private Trust Company
Ohio
$328K +$86.6K +1,152 +31%
IA
307
Insight Advisors
Pennsylvania
$327K -$49.9K -664 -12%
DAS
308
Dynamic Advisor Solutions
Arizona
$323K +$301 +4 +0.1%
BC
309
Bowman & Company
Wisconsin
$323K +$362K +4,809 New
MHWM
310
Montz Harcus Wealth Management
Louisiana
$312K +$3.84K +51 +1%
5L
311
55I LLC
Massachusetts
$304K -$1.11M -14,760 -77%
B
312
Bridgeworth
Alabama
$303K +$34.8K +463 +11%
SSWM
313
Sheets Smith Wealth Management
North Carolina
$294K +$1.73K +23 +0.5%
AFP
314
Ausdal Financial Partners
Iowa
$293K -$3.54K -47 -1%
BFA
315
Beaumont Financial Advisors
Massachusetts
$291K +$326K +4,335 New
IDA
316
Intelligence Driven Advisers
California
$286K
RGC
317
Roberts, Glore & Co
Illinois
$282K +$21.8K +290 +7%
PCS
318
Personal CFO Solutions
New Jersey
$282K +$28.5K +379 +10%
EWM
319
Empirical Wealth Management
Washington
$280K +$75 +1 +0%
PA
320
PSI Advisors
Florida
$279K -$12.1K -161 -4%
Bank of New York Mellon
321
Bank of New York Mellon
New York
$279K +$28.3K +376 +10%
HH
322
Hilltop Holdings
Texas
$273K -$14.3K -190 -4%
SAM
323
Silvercrest Asset Management
New York
$269K
Fidelity Investments
324
Fidelity Investments
Massachusetts
$269K +$85.5K +1,137 +40%
AWA
325
Arete Wealth Advisors
Illinois
$267K +$299K +3,970 New