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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
376
Rockefeller Capital Management
New York
$237K +$9.75K +130 +4%
HSBC Holdings
377
HSBC Holdings
United Kingdom
$228K
SWA
378
Sax Wealth Advisors
New Jersey
$225K
CWM
379
Capital Wealth Management
Rhode Island
$220K +$223K +2,967 New
FWM
380
Foresight Wealth Management
Utah
$218K -$1.31M -17,418 -86%
VWA
381
V Wealth Advisors
Kansas
$217K +$219K +2,924 New
BWL
382
Bogart Wealth LLC
Virginia
$217K
FDCC
383
Foster Dykema Cabot & Co
Massachusetts
$217K +$219K +2,920 New
VIA
384
Vickerman Investment Advisors
Washington
$216K +$218K +2,908 New
MSAM
385
Moloney Securities Asset Management
Missouri
$215K +$217K +2,891 New
PSIWM
386
Paradigm Strategies in Wealth Management
Minnesota
$213K +$215K +2,873 New
BA
387
Ballast Advisors
Minnesota
$211K -$9.15K -122 -4%
FWA
388
Freedom Wealth Alliance
Wisconsin
$205K +$207K +2,759 New
WT
389
Whittier Trust
California
$195K
EWA
390
EP Wealth Advisors
California
$193K +$195K +2,597 New
RIA
391
Realta Investment Advisors
Delaware
$189K +$12.7K +169 +7%
EWM
392
Evermay Wealth Management
Virginia
$187K
CSPIA
393
Cary Street Partners Investment Advisory
Virginia
$175K +$15.6K +208 +10%
SSB
394
Sandy Spring Bank
Maryland
$165K +$675 +9 +0.4%
CFFP
395
Center for Financial Planning
Michigan
$165K -$7.65K -102 -4%
CFD
396
Creative Financial Designs
Indiana
$161K +$17.2K +229 +12%
AWM
397
Aspire Wealth Management
Massachusetts
$156K
GJIA
398
Glass Jacobson Investment Advisors
Maryland
$154K +$156K +2,081 New
HI
399
Harbour Investments
Wisconsin
$137K +$14.9K +199 +12%
IHWM
400
Iron Horse Wealth Management
Iowa
$136K +$97.3K +1,297 +245%