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

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
451
Prosperity Capital Advisors
Ohio
$221K -$12.2K -136 -5%
CPA
452
Cathy Pareto & Associates
Florida
$220K +$225K +2,521 New
CC
453
Courier Capital
New York
$219K – – –
EWM
454
Evermay Wealth Management
Virginia
$219K – – –
TA
455
TFB Advisors
Kansas
$219K +$1.25K +14 +0.6%
OGF
456
Orin Green Financial
California
$217K -$222K -2,489 Closed
JSA
457
Jim Saulnier & Associates
Colorado
$215K +$1.61K +18 +0.7%
MCCP
458
Mission Creek Capital Partners
California
$213K -$2.23K -25 -1%
GSC
459
Ground Swell Capital
South Carolina
$212K +$217K +2,432 New
SWM
460
Spire Wealth Management
Virginia
$211K -$4.83K -54 -2%
AWM
461
Accel Wealth Management
Iowa
$209K – – –
DC
462
Destiny Capital
Colorado
$207K -$1.43K -16 -0.7%
FG
463
Foster Group
Iowa
$207K – – –
TIA
464
Tiemann Investment Advisors
California
$206K – – –
BFG
465
Berger Financial Group
Minnesota
$205K -$74.9K -838 -26%
AWM
466
Aviso Wealth Management
Washington
$203K -$17.2K -192 -8%
SWA
467
Sax Wealth Advisors
New Jersey
$203K – – –
KSB
468
Kennebec Savings Bank
Maine
$202K – – –
AC
469
Avestar Capital
New York
$200K +$205K +2,296 New
WCM
470
Winthrop Capital Management
Indiana
$200K -$443K -4,963 -68%
HNB
471
Huntington National Bank
Ohio
$199K – – –
SSB
472
Sandy Spring Bank
Maryland
$193K +$1.52K +17 +0.8%
PA
473
PSI Advisors
Florida
$184K -$28.1K -314 -13%
BWL
474
Bogart Wealth LLC
Virginia
$175K – – –
CFD
475
Creative Financial Designs
Indiana
$171K -$5.18K -58 -3%
17 18
19
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