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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
301
Thompson Investment Management
Wisconsin
$395K +$13.8K +178 +3%
MHIC
302
Marble Harbor Investment Counsel
Massachusetts
$394K -$69.5K -900 -14%
IFG
303
Independent Financial Group
California
$387K -$29.7K -384 -7%
BSB
304
Bangor Savings Bank
Maine
$381K +$22.5K +291 +6%
LEFP
305
Leading Edge Financial Planning
Tennessee
$376K -$16.4K -212 -4%
CTC
306
Central Trust Company
Missouri
$376K -$30.8K -398 -7%
IWP
307
IAG Wealth Partners
Wisconsin
$375K +$151K +1,960 +61%
GRP
308
Global Retirement Partners
California
$374K -$2.55K -33 -0.6%
TI
309
Trexquant Investment
Connecticut
$371K +$176K +2,278 +80%
PWM
310
Paulson Wealth Management
Illinois
$365K -$36.5K -472 -9%
TFA
311
Tobias Financial Advisors
Florida
$364K -$57.8K -748 -13%
MCCP
312
Mission Creek Capital Partners
California
$362K +$76.3K +987 +25%
WP
313
WealthSource Partners
California
$361K +$1.62K +21 +0.4%
RSWM
314
Robertson Stephens Wealth Management
California
$358K
GJIA
315
Glass Jacobson Investment Advisors
Maryland
$355K +$82.7K +1,070 +28%
CCG
316
Coastwise Capital Group
California
$352K -$1.93K -25 -0.5%
CS
317
Crescent Sterling
Louisiana
$351K -$61.8K -800 -14%
WCA
318
Waypoint Capital Advisors
Minnesota
$349K -$32.1K -415 -8%
HFA
319
Highland Financial Advisors
New Jersey
$345K -$24.6K -318 -6%
AFP
320
Ausdal Financial Partners
Iowa
$344K +$20.5K +265 +6%
SG
321
StoneX Group
New York
$343K -$7.57K -98 -2%
PNC Financial Services Group
322
PNC Financial Services Group
Pennsylvania
$342K -$35.2K -455 -9%
WPWM
323
Windward Private Wealth Management
Kansas
$341K
FW
324
FirstPurpose Wealth
Utah
$339K +$7.96K +103 +2%
AF
325
Allworth Financial
California
$338K -$35.5K -459 -9%