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

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
401
Allred Capital Management
Texas
$238K – – –
RGC
402
Roberts, Glore & Co
Illinois
$235K – – –
6F
403
626 Financial
Michigan
$232K – – –
EE
404
EWG Elevate
California
$232K -$3.67M -43,228 -94%
HWM
405
HB Wealth Management
Georgia
$231K +$20.4K +241 +9%
AIC
406
Allodium Investment Consultants
Minnesota
$228K – – –
AC
407
Avant Capital
Louisiana
$222K +$594 +7 +0.2%
OFS
408
OneAscent Financial Services
Alabama
$220K +$7.63K +90 +3%
WFA
409
Wellspring Financial Advisors
Ohio
$220K -$11.6K -137 -5%
ACIM
410
Azimuth Capital Investment Management
Michigan
$220K – – –
NA
411
Nestegg Advisors
New York
$219K +$1.02K +12 +0.4%
MSWM
412
McGlone Suttner Wealth Management
Wisconsin
$219K +$237K +2,797 New
FFA
413
Fi3 Financial Advisors
Indiana
$219K – – –
CWMGP
414
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$217K +$1.02K +12 +0.4%
FWM
415
Foguth Wealth Management
Michigan
$216K -$112K -1,324 -32%
DAS
416
Dynamic Advisor Solutions
Arizona
$214K +$85 +1 +0%
PSIWM
417
Paradigm Strategies in Wealth Management
Minnesota
$213K +$763 +9 +0.3%
BCA
418
Ballentine Capital Advisors
South Carolina
$211K – – –
FA
419
Faithward Advisors
Pennsylvania
$210K -$1.95K -23 -0.8%
MCWS
420
McKinley Carter Wealth Services
West Virginia
$210K -$6.28K -74 -3%
CFFP
421
Center for Financial Planning
Michigan
$210K – – –
BA
422
Ballast Advisors
Minnesota
$209K -$3.39K -40 -1%
CC
423
Courier Capital
New York
$209K +$12.4K +146 +6%
WRPWM
424
Werba Rubin Papier Wealth Management
California
$208K – – –
MWPCG
425
Measured Wealth Private Client Group
New Hampshire
$208K -$8.65K -102 -4%
15 16
17
18 19