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

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
376
Vickerman Investment Advisors
Washington
$218K -$3.18K -40 -1%
DAS
377
Dynamic Advisor Solutions
Arizona
$215K -$172K -2,159 -43%
FWA
378
Freedom Wealth Alliance
Wisconsin
$214K +$3.97K +50 +2%
PA
379
PFG Advisors
Arizona
$213K +$222K +2,793 New
TW
380
TrinityPoint Wealth
Connecticut
$209K +$218K +2,748 New
PWA
381
Physician Wealth Advisors
Utah
$207K -$25.6K -322 -11%
SWM
382
Spire Wealth Management
Virginia
$207K -$1.41M -17,689 -87%
WRPWM
383
Werba Rubin Papier Wealth Management
California
$202K +$211K +2,658 New
WT
384
Whittier Trust
California
$200K – – –
BCA
385
Bay Colony Advisors
Massachusetts
$200K +$213K +2,682 New
WP
386
WealthPLAN Partners
Nebraska
$197K -$27.9K -351 -12%
EWM
387
Evermay Wealth Management
Virginia
$192K – – –
SSB
388
Sandy Spring Bank
Maryland
$170K +$715 +9 +0.4%
CFFP
389
Center for Financial Planning
Michigan
$169K – – –
CFD
390
Creative Financial Designs
Indiana
$165K -$238 -3 -0.1%
AWM
391
Aspire Wealth Management
Massachusetts
$160K – – –
CSPIA
392
Cary Street Partners Investment Advisory
Virginia
$154K -$27.3K -344 -15%
NA
393
NewEdge Advisors
Louisiana
$151K +$32.1K +404 +26%
IHWM
394
Iron Horse Wealth Management
Iowa
$143K +$4.53K +57 +3%
CFGS
395
Concourse Financial Group Securities
Alabama
$130K +$35K +440 +35%
HI
396
Harbour Investments
Wisconsin
$117K -$23.9K -301 -16%
CIAS
397
Capital Investment Advisory Services
North Carolina
$113K -$16.8K -211 -12%
BWM
398
Baystate Wealth Management
Massachusetts
$113K -$477 -6 -0.4%
PO
399
Private Ocean
California
$107K +$112K +1,406 New
HNB
400
Huntington National Bank
Ohio
$106K – – –
14 15
16
17 18