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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
376
Continuum Advisory
Idaho
$250K -$2.6K -35 -1%
IWP
377
IAG Wealth Partners
Wisconsin
$248K -$967 -13 -0.4%
SWP
378
Stratos Wealth Partners
Ohio
$246K -$8.55K -115 -3%
NAM
379
NorthCrest Asset Manangement
Minnesota
$245K +$521 +7 +0.2%
Mercer Global Advisors
380
Mercer Global Advisors
Colorado
$234K -$30.4K -409 -12%
SWA
381
Sax Wealth Advisors
New Jersey
$234K
Jane Street
382
Jane Street
New York
$229K -$1.73M -23,293 -89%
Bank of Montreal
383
Bank of Montreal
Ontario, Canada
$228K +$219K +2,947 New
CAG
384
Csenge Advisory Group
Florida
$227K -$4.76K -64 -2%
FDCC
385
Foster Dykema Cabot & Co
Massachusetts
$225K
AL
386
ACAS LLC
California
$224K +$216K +2,903 New
PSIWM
387
Paradigm Strategies in Wealth Management
Minnesota
$223K +$893 +12 +0.4%
JP Morgan Chase
388
JP Morgan Chase
New York
$222K -$37.1K -499 -15%
TW
389
Towerpoint Wealth
California
$222K -$52.8K -710 -20%
WP
390
WealthPLAN Partners
Nebraska
$220K +$19.5K +262 +10%
TI
391
Trexquant Investment
Connecticut
$220K +$212K +2,844 New
PFGIA
392
Patriot Financial Group Insurance Agency
Massachusetts
$219K -$102K -1,369 -33%
Lido Advisors
393
Lido Advisors
California
$217K +$209K +2,816 New
PWA
394
Physician Wealth Advisors
Utah
$217K +$3.5K +47 +2%
HSBC Holdings
395
HSBC Holdings
United Kingdom
$212K -$24.8K -334 -11%
FWA
396
Freedom Wealth Alliance
Wisconsin
$211K -$11.2K -150 -5%
SWM
397
Spire Wealth Management
Virginia
$209K -$893 -12 -0.4%
FFA
398
Fortune Financial Advisors
Kansas
$208K +$200K +2,692 New
DAS
399
Dynamic Advisor Solutions
Arizona
$207K -$11.3K -152 -5%
VIA
400
Vickerman Investment Advisors
Washington
$205K -$15.3K -206 -7%