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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
351
Gateway Wealth Partners
Wisconsin
$270K -$17.6K -222 -6%
BPA
352
Beacon Pointe Advisors
California
$266K -$3.89K -49 -1%
MSAM
353
Moloney Securities Asset Management
Missouri
$266K +$47.5K +598 +21%
Mercer Global Advisors
354
Mercer Global Advisors
Colorado
$263K -$210K -2,637 -43%
6F
355
626 Financial
Michigan
$258K +$2.78K +35 +1%
JP Morgan Chase
356
JP Morgan Chase
New York
$257K -$206K -2,592 -43%
GWM
357
GSB Wealth Management
Connecticut
$257K +$275K +3,459 New
FIBT
358
First International Bank & Trust
North Dakota
$256K -$21.9K -276 -8%
BMCM
359
Burns Matteson Capital Management
New York
$254K
PP
360
Pacifica Partners
Canada
$252K
SWP
361
Stratos Wealth Partners
Ohio
$252K -$12.8K -161 -5%
PWM
362
PRW Wealth Management
Massachusetts
$252K -$10.8M -135,810 -98%
CA
363
Continuum Advisory
Idaho
$250K -$2.23K -28 -0.8%
NFP
364
Narus Financial Partners
Utah
$248K
IWP
365
IAG Wealth Partners
Wisconsin
$246K -$158K -1,985 -38%
VFA
366
Valeo Financial Advisors
Indiana
$246K -$2.94K -37 -1%
NAM
367
NorthCrest Asset Manangement
Minnesota
$241K +$251K +3,161 New
Rockefeller Capital Management
368
Rockefeller Capital Management
New York
$240K -$2.94K -37 -1%
HSBC Holdings
369
HSBC Holdings
United Kingdom
$234K
SWA
370
Sax Wealth Advisors
New Jersey
$231K
BWFA
371
Baltimore-Washington Financial Advisors
Maryland
$230K -$58.6K -737 -20%
CAG
372
Csenge Advisory Group
Florida
$228K -$16.9K -213 -7%
RIA
373
Realta Investment Advisors
Delaware
$222K +$29.3K +369 +14%
FDCC
374
Foster Dykema Cabot & Co
Massachusetts
$222K
PSIWM
375
Paradigm Strategies in Wealth Management
Minnesota
$220K +$636 +8 +0.3%