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

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
351
Independent Advisor Alliance
North Carolina
$412K -$24.9K -277 -6%
CAMG
352
CWA Asset Management Group
Florida
$410K -$159K -1,768 -28%
MWM
353
Meridian Wealth Management
Kentucky
$403K +$57.8K +643 +17%
TP
354
Tranquility Partners
Tennessee
$402K – – –
CWM
355
Cornerstone Wealth Management
Missouri
$395K +$71.5K +796 +22%
CA
356
Cornerstone Advisory
Maryland
$388K – – –
MSWMA
357
Market Street Wealth Management Advisors
Indiana
$383K -$1.17K -13 -0.3%
WP
358
WealthPLAN Partners
Nebraska
$382K -$82.4K -917 -18%
CAM
359
Cresset Asset Management
Illinois
$382K +$7.37K +82 +2%
MAM
360
Marquette Asset Management
Minnesota
$381K -$1.89K -21 -0.5%
SF
361
Summit Financial
New Jersey
$381K +$3.77K +42 +1%
TVPW
362
Third View Private Wealth
Connecticut
$378K +$374K +4,160 New
TWM
363
Topsail Wealth Management
North Carolina
$366K +$8.09K +90 +2%
TW
364
Tempo Wealth
Ohio
$365K +$361K +4,016 New
SAM
365
Silvercrest Asset Management
New York
$364K -$90 -1 -0%
VFA
366
Valeo Financial Advisors
Indiana
$363K -$2.07K -23 -0.6%
ATC
367
Argent Trust Co
Tennessee
$360K – – –
WMN
368
Wealth Management Nebraska
Nebraska
$359K -$13.7K -152 -4%
CS
369
Crescent Sterling
Louisiana
$357K – – –
BSB
370
Bangor Savings Bank
Maine
$356K – – –
EWM
371
Empirical Wealth Management
Washington
$353K – – –
FCH
372
Freestone Capital Holdings
Washington
$352K -$123K -1,373 -26%
IDA
373
Intelligence Driven Advisers
California
$341K -$37.6K -418 -10%
AFA
374
Amicus Financial Advisors
Texas
$339K +$335K +3,729 New
SPC
375
Sigma Planning Corp
Michigan
$333K +$899 +10 +0.3%
13 14
15
16 17