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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
$97K +$6.7K +80 +8%
UB
452
UMB Bank
Missouri
$94.8K -$19.9K -238 -18%
PP
453
PrairieView Partners
Minnesota
$92K
FFL
454
Financial Freedom LLC
Ohio
$90.2K
Qube Research & Technologies (QRT)
455
Qube Research & Technologies (QRT)
United Kingdom
$90K +$82.4K +985 +1,894%
GWM
456
GSB Wealth Management
Connecticut
$89.4K +$86.1K +1,029 New
Bank of Montreal
457
Bank of Montreal
Ontario, Canada
$89.2K
GA
458
GoalVest Advisory
New York
$88.2K
UFAC
459
Urban Financial Advisory Corp
Illinois
$88.1K +$85K +1,015 New
EB
460
Eastern Bank
Massachusetts
$86.8K +$83.7K +1,000 New
CFGS
461
Concourse Financial Group Securities
Alabama
$85.5K
TCOV
462
Trust Company of Vermont
Vermont
$84.7K +$81.7K +976 New
HDIM
463
Hanson & Doremus Investment Management
Vermont
$74K +$335 +4 +0.5%
AF
464
Advisornet Financial
Minnesota
$70.8K -$32.2K -385 -32%
KSWA
465
Kathleen S. Wright Associates
Pennsylvania
$64.5K
HFS
466
HBC Financial Services
Washington
$62K
AssetMark Inc
467
AssetMark Inc
California
$59.9K +$27K +322 +88%
BAM
468
Belpointe Asset Management
Nevada
$53.6K -$1.26K -15 -2%
LWANC
469
Laurel Wealth Advisors (North Carolina)
North Carolina
$53K
SMA
470
Sage Mountain Advisors
Georgia
$51K
SPIA
471
Steward Partners Investment Advisory
New York
$50.3K -$4.1K -49 -8%
CPA
472
Cardiff Park Advisors
California
$46.9K
CHA
473
Carmichael Hill & Associates
Maryland
$44.3K
IA
474
IFP Advisors
Florida
$44.2K +$167 +2 +0.4%
BCWM
475
Bartlett & Co Wealth Management
Ohio
$42.7K