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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWMNY
426
Landmark Wealth Management (New York)
New York
$205K +$195K +2,574 New
CPA
427
Cathy Pareto & Associates
Florida
$203K +$193K +2,539 New
SWA
428
Sax Wealth Advisors
New Jersey
$201K +$191K +2,518 New
EWM
429
Evermay Wealth Management
Virginia
$201K
CA
430
Clearstead Advisors
Ohio
$200K +$190K +2,510 New
MWPCG
431
Measured Wealth Private Client Group
New Hampshire
$200K -$11.3K -149 -6%
CTC
432
Central Trust Company
Missouri
$193K -$135K -1,782 -42%
TIA
433
Tiemann Investment Advisors
California
$188K
PNC Financial Services Group
434
PNC Financial Services Group
Pennsylvania
$187K -$5.61K -74 -3%
HNB
435
Huntington National Bank
Ohio
$186K
KSB
436
Kennebec Savings Bank
Maine
$183K
S
437
Sachetta
Massachusetts
$179K +$170K +2,238 New
AUB
438
Atlantic Union Bankshares
Virginia
$178K +$169K +2,231 New
BWL
439
Bogart Wealth LLC
Virginia
$160K
CFD
440
Creative Financial Designs
Indiana
$157K +$76 +1 +0.1%
CA
441
Centerpoint Advisors
Massachusetts
$147K -$94.7K -1,248 -40%
WCM
442
Winthrop Capital Management
Indiana
$136K -$31.3K -413 -20%
CIAS
443
Capital Investment Advisory Services
North Carolina
$120K
AWM
444
Abound Wealth Management
Tennessee
$116K +$76 +1 +0.1%
WSFS
445
Wilmington Savings Fund Society
Delaware
$114K
GJIA
446
Glass Jacobson Investment Advisors
Maryland
$110K -$325K -4,290 -76%
UFAC
447
Urban Financial Advisory Corp
Illinois
$109K +$607 +8 +0.6%
GWM
448
GSB Wealth Management
Connecticut
$107K +$77.1K +1,016 +98%
TCM
449
Tradewinds Capital Management
Washington
$99.7K
CIA
450
Choate Investment Advisors
Massachusetts
$98.7K +$93.9K +1,238 New