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State Street SPDR S&P 600 Small Cap Value ETF
SLYV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGP
401
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$242K +$1.26K +15 +0.5%
FFA
402
Fi3 Financial Advisors
Indiana
$242K +$234K +2,790 New
MWPCG
403
Measured Wealth Private Client Group
New Hampshire
$240K -$334K -3,985 -59%
BCA
404
Ballentine Capital Advisors
South Carolina
$238K -$1.26K -15 -0.5%
DAS
405
Dynamic Advisor Solutions
Arizona
$237K +$84 +1 +0%
IAA
406
Independent Advisor Alliance
North Carolina
$236K +$8.96K +107 +4%
BA
407
Ballast Advisors
Minnesota
$236K +$502 +6 +0.2%
SAW
408
Signal Advisors Wealth
Michigan
$235K +$227K +2,711 New
FA
409
Faithward Advisors
Pennsylvania
$235K -$7.28K -87 -3%
BCA
410
Bay Colony Advisors
Massachusetts
$233K +$335 +4 +0.1%
CFFP
411
Center for Financial Planning
Michigan
$232K +$837 +10 +0.4%
PCA
412
Prosperity Capital Advisors
Ohio
$232K -$46.3K -553 -17%
WRPWM
413
Werba Rubin Papier Wealth Management
California
$231K – – –
WPWM
414
Windward Private Wealth Management
Kansas
$226K – – –
AWM
415
Aviso Wealth Management
Washington
$219K -$20.8K -249 -9%
EWM
416
Evermay Wealth Management
Virginia
$218K -$4.02K -48 -2%
CC
417
Courier Capital
New York
$218K -$16.7K -200 -7%
SSW
418
Stone Summit Wealth
Florida
$218K -$139K -1,656 -40%
TA
419
TFB Advisors
Kansas
$216K +$209K +2,493 New
OGF
420
Orin Green Financial
California
$216K +$208K +2,489 New
SWM
421
Spire Wealth Management
Virginia
$215K +$1.93K +23 +0.9%
MCCP
422
Mission Creek Capital Partners
California
$214K -$13.4K -160 -6%
FWM
423
Foguth Wealth Management
Michigan
$214K +$212K +2,529 New
HWM
424
HB Wealth Management
Georgia
$213K +$206K +2,457 New
JSA
425
Jim Saulnier & Associates
Colorado
$213K +$205K +2,451 New
15 16
17
18 19