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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
401
Foundations Investment Advisors
Arizona
$361K +$46.3K +449 +16%
NFP
402
Narus Financial Partners
Utah
$355K
SFG
403
Snider Financial Group
Washington
$352K
PP
404
Pacifica Partners
Canada
$349K
PS
405
Principal Securities
Iowa
$349K -$647K -6,276 -66%
DAS
406
Dynamic Advisor Solutions
Arizona
$348K +$21.3K +207 +7%
AT
407
American Trust
Kentucky
$334K +$412 +4 +0.1%
FNWA
408
Financial Network Wealth Advisors
Utah
$334K +$2.27K +22 +0.7%
ACM
409
Armbruster Capital Management
New York
$331K -$5.15K -50 -2%
ACM
410
Allred Capital Management
Texas
$331K
CCG
411
Coastwise Capital Group
California
$330K +$8.65K +84 +3%
6F
412
626 Financial
Michigan
$324K
BMCM
413
Burns Matteson Capital Management
New York
$319K
AIC
414
Allodium Investment Consultants
Minnesota
$317K
NA
415
Nestegg Advisors
New York
$317K +$1.44K +14 +0.5%
CWM
416
Collaborative Wealth Management
Florida
$312K +$295K +2,863 New
ABC
417
Associated Banc-Corp
Wisconsin
$312K
TGAM
418
TBH Global Asset Management
Tennessee
$310K -$19.2K -186 -6%
ACIM
419
Azimuth Capital Investment Management
Michigan
$306K
AC
420
Avant Capital
Louisiana
$303K -$927 -9 -0.3%
CWP
421
Concord Wealth Partners
Virginia
$300K +$33.4K +324 +13%
Lido Advisors
422
Lido Advisors
California
$298K -$16.1K -156 -5%
SWM
423
Sherman Wealth Management
Maryland
$297K -$721 -7 -0.3%
PSIWM
424
Paradigm Strategies in Wealth Management
Minnesota
$296K -$4.74K -46 -2%
SA
425
Sovran Advisors
California
$295K -$24.1K -234 -8%