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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Modera Wealth Management
New Jersey
$914K +$667K +13,436 +215%
AB
27
Atlas Brown
Kentucky
$854K +$31.8K +640 +3%
VFA
28
Voya Financial Advisors
Connecticut
$839K +$54.4K +1,096 +7%
ALA
29
Atherton Lane Advisers
California
$736K -$37.2K -750 -5%
FAT
30
First American Trust
California
$720K -$74.3K -1,496 -9%
CBB
31
Citizens Business Bank
California
$718K -$193K -3,896 -20%
Ameriprise
32
Ameriprise
Minnesota
$668K +$189K +3,804 +36%
FIM
33
Freedom Investment Management
Connecticut
$621K -$243K -4,898 -27%
IA
34
IFP Advisors
Florida
$618K +$661K +13,310 New
PFPT
35
Pinnacle Financial Partners (Tennessee)
Tennessee
$591K -$889K -17,900 -58%
CCM
36
Carlson Capital Management
Minnesota
$523K
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$507K +$92.8K +1,870 +21%
PH
38
Pinnacle Holdings
Oklahoma
$476K +$5.96K +120 +1%
CMP
39
Courage Miller Partners
Virginia
$459K +$490K +9,880 New
MHS
40
M Holdings Securities
Oregon
$452K +$7.15K +144 +2%
GIA
41
GHP Investment Advisors
Colorado
$421K +$450K +9,066 New
RIA
42
Regal Investment Advisors
Michigan
$296K +$84.2K +1,696 +36%
FWM
43
Frontier Wealth Management
Missouri
$282K +$301K +6,070 New
PHAM
44
Palisades Hudson Asset Management
Florida
$270K +$289K +5,820 New
FCI
45
Financial Counselors Inc
Kansas
$249K +$266K +5,354 New
MFS
46
MSI Financial Services
Massachusetts
$238K +$23.6K +476 +10%
SAM
47
Silvercrest Asset Management
New York
$236K
Jane Street
48
Jane Street
New York
$223K -$3.98M -80,168 -94%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$211K +$42.4K +854 +23%
AIG
50
American International Group
New York
$199K +$3.87K +78 +2%