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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATS
426
Ashton Thomas Securities
New York
$146K +$149K +1,877 New
CFD
427
Creative Financial Designs
Indiana
$139K -$1.59K -20 -1%
CIBC Private Wealth Group
428
CIBC Private Wealth Group
Georgia
$136K -$26K -328 -16%
RIA
429
Realta Investment Advisors
Delaware
$125K -$7.7K -97 -6%
EWA
430
EP Wealth Advisors
California
$124K +$477 +6 +0.4%
CIAS
431
Capital Investment Advisory Services
North Carolina
$118K -$6.35K -80 -5%
HI
432
Harbour Investments
Wisconsin
$113K +$2.62K +33 +2%
GWS
433
Glassman Wealth Services
Virginia
$112K +$114K +1,435 New
FLPIM
434
F.L. Putnam Investment Management
Massachusetts
$111K +$113K +1,420 New
NA
435
NewEdge Advisors
Louisiana
$105K -$5.16K -65 -5%
UB
436
UMB Bank
Missouri
$104K
PO
437
Private Ocean
California
$101K +$715 +9 +0.7%
TCM
438
Tradewinds Capital Management
Washington
$100K -$9.52M -119,924 -99%
AF
439
Advisornet Financial
Minnesota
$94K -$79 -1 -0.1%
ATPW
440
Ashton Thomas Private Wealth
Arizona
$91.8K +$93.2K +1,173 New
PP
441
PrairieView Partners
Minnesota
$83K
Bank of Montreal
442
Bank of Montreal
Ontario, Canada
$82.2K -$35.7K -449 -30%
FFL
443
Financial Freedom LLC
Ohio
$81.4K
IHWM
444
Iron Horse Wealth Management
Iowa
$81.2K
GA
445
GoalVest Advisory
New York
$79.6K
CFGS
446
Concourse Financial Group Securities
Alabama
$77.1K -$7.15K -90 -8%
HDIM
447
Hanson & Doremus Investment Management
Vermont
$66K +$159 +2 +0.2%
HFS
448
HBC Financial Services
Washington
$62K
KSWA
449
Kathleen S. Wright Associates
Pennsylvania
$58.1K +$59K +743 New
SPIA
450
Steward Partners Investment Advisory
New York
$49.2K +$159 +2 +0.3%