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State Street SPDR S&P 600 Small Cap Value ETF
SLYV

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
351
Summit Financial
New Jersey
$273K – – –
LIA
352
LBMC Investment Advisors
Tennessee
$273K +$1.2K +16 +0.4%
RWM
353
Rockwood Wealth Management
Pennsylvania
$272K -$7.5K -100 -3%
AC
354
Apella Capital
Connecticut
$270K +$273K +3,642 New
FIBT
355
First International Bank & Trust
North Dakota
$270K -$2.48K -33 -0.9%
TW
356
Towerpoint Wealth
California
$266K +$269K +3,580 New
BFA
357
Beaumont Financial Advisors
Massachusetts
$265K -$57.4K -765 -18%
BPA
358
Beacon Pointe Advisors
California
$263K – – –
WH
359
Willner & Heller
California
$262K +$3.3K +44 +1%
AWAU
360
Alliance Wealth Advisors (Utah)
Utah
$262K +$265K +3,527 New
FW
361
FirstPurpose Wealth
Utah
$258K +$260K +3,469 New
SWP
362
Stratos Wealth Partners
Ohio
$257K +$12.2K +163 +5%
MIP
363
Marietta Investment Partners
Wisconsin
$256K +$30.3K +404 +13%
PP
364
Pacifica Partners
Canada
$253K – – –
6F
365
626 Financial
Michigan
$249K +$251K +3,351 New
BMCM
366
Burns Matteson Capital Management
New York
$248K – – –
WIM
367
WealthPlan Investment Management
Nebraska
$247K -$159K -2,116 -42%
WP
368
WealthPLAN Partners
Nebraska
$246K +$221K +2,942 New
PWA
369
Physician Wealth Advisors
Utah
$246K +$150 +2 +0.1%
CA
370
Continuum Advisory
Idaho
$245K -$1.5K -20 -0.6%
VFA
371
Valeo Financial Advisors
Indiana
$242K +$2.55K +34 +1%
AC
372
Addison Capital
Pennsylvania
$242K – – –
NFP
373
Narus Financial Partners
Utah
$241K – – –
BWM
374
BCGM Wealth Management
Indiana
$241K +$243K +3,240 New
CAG
375
Csenge Advisory Group
Florida
$238K +$16.8K +224 +7%
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