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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTC
301
Central Trust Company
Missouri
$432K -$84K -1,129 -17%
SSW
302
Stone Summit Wealth
Florida
$428K +$18.6K +250 +5%
PWM
303
Paulson Wealth Management
Illinois
$426K +$410K +5,517 New
DSC
304
Duncker Streett & Co
Missouri
$425K +$298 +4 +0.1%
Brown Advisory
305
Brown Advisory
Maryland
$424K -$37.2K -500 -8%
HFS
306
Howard Financial Services
Texas
$424K +$372 +5 +0.1%
LEFP
307
Leading Edge Financial Planning
Tennessee
$418K -$56.2K -755 -12%
GRP
308
Global Retirement Partners
California
$414K
SSWM
309
Sheets Smith Wealth Management
North Carolina
$410K +$6.32K +85 +2%
TIM
310
Thompson Investment Management
Wisconsin
$408K +$3.35K +45 +0.9%
MWM
311
Meridian Wealth Management
Kentucky
$406K +$669 +9 +0.2%
WCA
312
Waypoint Capital Advisors
Minnesota
$404K +$11.2K +150 +3%
PNC Financial Services Group
313
PNC Financial Services Group
Pennsylvania
$399K -$3.42K -46 -0.9%
AF
314
Allworth Financial
California
$396K -$631K -8,483 -62%
FMWA
315
Forvis Mazars Wealth Advisors
Missouri
$393K -$5.06K -68 -1%
HFA
316
Highland Financial Advisors
New Jersey
$393K -$26.2K -352 -6%
BSB
317
Bangor Savings Bank
Maine
$384K
WP
318
WealthSource Partners
California
$384K +$893 +12 +0.2%
RSWM
319
Robertson Stephens Wealth Management
California
$382K
SOS
320
Silver Oak Securities
Tennessee
$378K +$364K +4,893 New
CCG
321
Coastwise Capital Group
California
$377K +$744 +10 +0.2%
SG
322
StoneX Group
New York
$374K +$15.6K +210 +5%
AWM
323
AE Wealth Management
Kansas
$374K -$179K -2,413 -33%
WPWM
324
Windward Private Wealth Management
Kansas
$364K
CA
325
Cetera Advisors
Colorado
$364K +$2.9K +39 +0.8%