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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
401
Windward Private Wealth Management
Kansas
$247K
AAS
402
Avantax Advisory Services
Texas
$247K +$6.74K +84 +3%
6F
403
626 Financial
Michigan
$246K
FDCP
404
Foster Dykema Cabot & Partners
Massachusetts
$242K
BCA
405
Ballentine Capital Advisors
South Carolina
$236K +$12.1K +151 +6%
DAS
406
Dynamic Advisor Solutions
Arizona
$234K +$13K +162 +6%
PWM
407
Paulson Wealth Management
Illinois
$233K -$73.8K -921 -25%
RGC
408
Roberts, Glore & Co
Illinois
$232K -$6.58K -82 -3%
PSIWM
409
Paradigm Strategies in Wealth Management
Minnesota
$230K +$722 +9 +0.3%
Focus Partners Wealth
410
Focus Partners Wealth
Massachusetts
$230K +$222K +2,772 New
CWMGP
411
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$229K +$14.9K +186 +7%
CAG
412
Csenge Advisory Group
Florida
$228K -$26.8K -334 -11%
PA
413
PSI Advisors
Florida
$225K -$21.2K -265 -9%
CC
414
Courier Capital
New York
$225K +$7.38K +92 +4%
BCA
415
Bay Colony Advisors
Massachusetts
$224K -$34.6K -432 -14%
HIC
416
Hartline Investment Corp
Illinois
$224K +$217K +2,701 New
CFFP
417
Center for Financial Planning
Michigan
$221K
OFS
418
OneAscent Financial Services
Alabama
$221K -$14.1K -176 -6%
WRPWM
419
Werba Rubin Papier Wealth Management
California
$221K
MCA
420
MSH Capital Advisors
Arizona
$218K
SFC
421
Strategic Financial Concepts
Texas
$214K +$207K +2,579 New
EWM
422
Evermay Wealth Management
Virginia
$213K +$3.85K +48 +2%
SOS
423
Silver Oak Securities
Tennessee
$213K -$146K -1,827 -42%
Bank of New York Mellon
424
Bank of New York Mellon
New York
$210K +$203K +2,535 New
PFGIA
425
Patriot Financial Group Insurance Agency
Massachusetts
$208K -$56.3K -702 -22%