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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
401
Creekside Partners
California
$365K +$206 +2 +0.1%
MBFW
402
Morton Brown Family Wealth
Pennsylvania
$362K -$9.17K -89 -3%
FIA
403
Foundations Investment Advisors
Arizona
$361K +$46.3K +449 +16%
NFP
404
Narus Financial Partners
Utah
$355K – – –
SFG
405
Snider Financial Group
Washington
$352K – – –
PP
406
Pacifica Partners
Canada
$349K – – –
PS
407
Principal Securities
Iowa
$349K -$647K -6,276 -66%
DAS
408
Dynamic Advisor Solutions
Arizona
$348K +$21.3K +207 +7%
AT
409
American Trust
Kentucky
$334K +$412 +4 +0.1%
FNWA
410
Financial Network Wealth Advisors
Utah
$334K +$2.27K +22 +0.7%
ACM
411
Armbruster Capital Management
New York
$331K -$5.15K -50 -2%
ACM
412
Allred Capital Management
Texas
$331K – – –
CCG
413
Coastwise Capital Group
California
$330K +$8.65K +84 +3%
6F
414
626 Financial
Michigan
$324K – – –
BMCM
415
Burns Matteson Capital Management
New York
$319K – – –
AIC
416
Allodium Investment Consultants
Minnesota
$317K – – –
NA
417
Nestegg Advisors
New York
$317K +$1.44K +14 +0.5%
CWM
418
Collaborative Wealth Management
Florida
$312K +$295K +2,863 New
ABC
419
Associated Banc-Corp
Wisconsin
$312K – – –
TGAM
420
TBH Global Asset Management
Tennessee
$310K -$19.2K -186 -6%
ACIM
421
Azimuth Capital Investment Management
Michigan
$306K – – –
AC
422
Avant Capital
Louisiana
$303K -$927 -9 -0.3%
CWP
423
Concord Wealth Partners
Virginia
$300K +$33.4K +324 +13%
Lido Advisors
424
Lido Advisors
California
$298K -$16.1K -156 -5%
SWM
425
Sherman Wealth Management
Maryland
$297K -$721 -7 -0.3%