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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSIWM
401
Paradigm Strategies in Wealth Management
Minnesota
$219K +$1.03K +13 +0.5%
CWMGP
402
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$217K +$1.43K +18 +0.7%
CAG
403
Csenge Advisory Group
Florida
$217K +$1.83K +23 +0.8%
AWM
404
Aviso Wealth Management
Washington
$217K -$43.9K -553 -17%
BCA
405
Ballentine Capital Advisors
South Carolina
$216K -$9.77K -123 -4%
DAS
406
Dynamic Advisor Solutions
Arizona
$214K -$7.39K -93 -3%
RWM
407
Reston Wealth Management
Virginia
$213K -$308K -3,874 -59%
CC
408
Courier Capital
New York
$213K
BA
409
Ballast Advisors
Minnesota
$212K -$24.5K -308 -10%
BCA
410
Bay Colony Advisors
Massachusetts
$210K -$1.51K -19 -0.7%
OFS
411
OneAscent Financial Services
Alabama
$210K +$1.35K +17 +0.6%
PA
412
PSI Advisors
Florida
$209K -$3.73K -47 -2%
CFFP
413
Center for Financial Planning
Michigan
$209K
WRPWM
414
Werba Rubin Papier Wealth Management
California
$208K
MCCP
415
Mission Creek Capital Partners
California
$206K -$179K -2,256 -46%
IAA
416
Independent Advisor Alliance
North Carolina
$205K +$208K +2,614 New
WPWM
417
Windward Private Wealth Management
Kansas
$204K -$29.8K -375 -13%
EWM
418
Evermay Wealth Management
Virginia
$201K
SOS
419
Silver Oak Securities
Tennessee
$192K -$8.26K -104 -4%
SWM
420
Spire Wealth Management
Virginia
$192K -$1.51K -19 -0.8%
FDCP
421
Foster Dykema Cabot & Partners
Massachusetts
$185K -$44.7K -563 -19%
HNB
422
Huntington National Bank
Ohio
$179K
SSB
423
Sandy Spring Bank
Maryland
$171K +$1.11K +14 +0.6%
Fifth Third Bancorp
424
Fifth Third Bancorp
Ohio
$165K
BWL
425
Bogart Wealth LLC
Virginia
$157K