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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IHWM
451
Iron Horse Wealth Management
Iowa
$86K
GA
452
GoalVest Advisory
New York
$84.3K +$81.5K +1,016 New
CT
453
Cambridge Trust
Massachusetts
$83K
FGAM
454
Financial Gravity Asset Management
Texas
$76.8K
HDIM
455
Hanson & Doremus Investment Management
Vermont
$70K +$561 +7 +0.8%
BCWM
456
Bartlett & Co Wealth Management
Ohio
$66K +$40.9K +510 +178%
Bessemer Group
457
Bessemer Group
New Jersey
$59K +$57.2K +713 New
HFS
458
HBC Financial Services
Washington
$56K
IA
459
IFP Advisors
Florida
$55.8K -$306K -3,819 -85%
SPIA
460
Steward Partners Investment Advisory
New York
$51.9K -$2.73K -34 -5%
LWANC
461
Laurel Wealth Advisors (North Carolina)
North Carolina
$50.6K
SMA
462
Sage Mountain Advisors
Georgia
$49.9K +$1.04K +13 +2%
IPW
463
Impact Partnership Wealth
Georgia
$45.1K
CPA
464
Cardiff Park Advisors
California
$44.8K
CHA
465
Carmichael Hill & Associates
Maryland
$42.3K
MGW
466
MB Generational Wealth
Washington
$38.2K +$837K +10,445 New
SIS
467
Sound Income Strategies
Florida
$38.1K +$36.8K +459 New
AWM
468
Aspire Wealth Management
Massachusetts
$35.8K -$69K -860 -67%
GTAM
469
Global Trust Asset Management
Florida
$35.6K
CWC
470
Carolinas Wealth Consulting
North Carolina
$31.3K +$160 +2 +0.5%
RCM
471
Richardson Capital Management
Wisconsin
$31K
FFA
472
Founders Financial Alliance
North Carolina
$30.4K
FIM
473
Fernwood Investment Management
Massachusetts
$29K +$28.1K +350 New
NIC
474
Northwest Investment Counselors
Oregon
$28.8K +$27.9K +348 New
PGAM
475
Princeton Global Asset Management
New Jersey
$28.6K +$80 +1 +0.3%