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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
26
GHP Investment Advisors
Colorado
$903K +$421K +9,452 +104%
VFA
27
Voya Financial Advisors
Connecticut
$869K
RJFSA
28
Raymond James Financial Services Advisors
Florida
$744K +$680K +15,250 New
FAT
29
First American Trust
California
$716K -$37.2K -834 -5%
CBB
30
Citizens Business Bank
California
$704K -$45.7K -1,024 -7%
Ameriprise
31
Ameriprise
Minnesota
$694K -$7.49K -168 -1%
FIM
32
Freedom Investment Management
Connecticut
$624K -$26K -584 -4%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$607K +$68.3K +1,532 +14%
CCM
34
Carlson Capital Management
Minnesota
$549K
MHS
35
M Holdings Securities
Oregon
$490K +$14.4K +322 +3%
CMP
36
Courage Miller Partners
Virginia
$467K -$13.5K -302 -3%
AssetMark Inc
37
AssetMark Inc
California
$455K +$406K +9,100 +4,063%
PH
38
Pinnacle Holdings
Oklahoma
$447K -$47.9K -1,074 -10%
RIA
39
Regal Investment Advisors
Michigan
$405K +$85.6K +1,920 +30%
AIG
40
American International Group
New York
$402K +$176K +3,946 +92%
Jane Street
41
Jane Street
New York
$386K +$139K +3,116 +65%
FWM
42
Frontier Wealth Management
Missouri
$367K +$64.6K +1,448 +24%
MFS
43
MSI Financial Services
Massachusetts
$316K +$61.2K +1,372 +27%
VIA
44
Vantage Investment Advisors
Pennsylvania
$275K +$199K +4,470 +379%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$253K +$28.5K +640 +14%
SAM
46
Silvercrest Asset Management
New York
$248K
OCM
47
One Capital Management
California
$238K +$218K +4,880 New
RFA
48
Reilly Financial Advisors
California
$148K +$27.6K +620 +26%
Creative Planning
49
Creative Planning
Kansas
$138K
WAM
50
Wealthspire Advisors (Maryland)
Maryland
$95K +$2.76K +62 +3%