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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
351
Carlson Capital Management
Minnesota
$425K
SWM
352
SilverOak Wealth Management
Minnesota
$421K
AC
353
AWM Capital
Arizona
$420K +$3.22K +36 +0.8%
CS
354
Crescent Sterling
Louisiana
$420K -$4.47K -50 -1%
IC
355
IEQ Capital
California
$420K +$430K +4,809 New
HSA
356
HBK Sorce Advisory
Pennsylvania
$418K
SA
357
Sovran Advisors
California
$414K +$426K +4,772 New
AC
358
Anson Capital
Georgia
$413K -$270K -3,025 -39%
AFG
359
Atomi Financial Group
New York
$411K +$421K +4,716 New
ODA
360
One Degree Advisors
California
$411K +$3.22K +36 +0.8%
RWA
361
Redhawk Wealth Advisors
Minnesota
$411K -$132K -1,472 -24%
WAN
362
Wealth Advisors Northwest
Oregon
$401K +$410K +4,592 New
ACA
363
Ackerman Capital Advisors
Texas
$397K
CWM
364
Congress Wealth Management
Massachusetts
$394K +$983 +11 +0.2%
AA
365
Alesco Advisors
New York
$386K -$67.9K -760 -15%
CA
366
Cornerstone Advisory
Maryland
$383K +$42.3K +473 +12%
OFO
367
OneAscent Family Office
Alabama
$382K +$391K +4,373 New
SAM
368
Silvercrest Asset Management
New York
$375K
HIP
369
HUB Investment Partners
Texas
$374K +$2.86K +32 +0.8%
IAN
370
Integrated Advisors Network
Texas
$372K -$4.65K -52 -1%
CTC
371
Central Trust Company
Missouri
$372K +$37.4K +419 +11%
FWM
372
Foguth Wealth Management
Michigan
$366K +$139K +1,552 +61%
IDA
373
Intelligence Driven Advisers
California
$364K +$7.95K +89 +2%
PNC Financial Services Group
374
PNC Financial Services Group
Pennsylvania
$362K +$2.95K +33 +0.8%
FC
375
Fairscale Capital
New Hampshire
$361K