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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.31M -$90.1K -1,710 -7%
PMG
27
ProVise Management Group
Florida
$1.23M +$1.21M +22,890 New
BWM
28
Bernicke Wealth Management
Wisconsin
$1.19M -$45.5K -864 -4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.1M +$73.8K +1,402 +7%
AB
30
Atlas Brown
Kentucky
$1.04M -$15.1K -286 -1%
KM
31
Kalos Management
Georgia
$1.04M -$79.9K -1,518 -7%
VFA
32
Voya Financial Advisors
Connecticut
$1M -$12.9K -244 -1%
RJA
33
Raymond James & Associates
Florida
$975K +$958K +18,188 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$872K -$16.4K -312 -2%
AssetMark Inc
35
AssetMark Inc
California
$835K +$19.9K +378 +2%
OCM
36
One Capital Management
California
$785K +$337K +6,400 +78%
FIM
37
Freedom Investment Management
Connecticut
$739K +$8.11K +154 +1%
IA
38
IFP Advisors
Florida
$717K +$64.6K +1,226 +10%
MFS
39
MSI Financial Services
Massachusetts
$624K +$106K +2,004 +21%
CCM
40
Carlson Capital Management
Minnesota
$604K
CMP
41
Courage Miller Partners
Virginia
$551K +$35.5K +674 +7%
MHS
42
M Holdings Securities
Oregon
$545K -$5.06K -96 -0.9%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$508K +$499K +9,480 New
FWM
44
Frontier Wealth Management
Missouri
$502K -$101K -1,914 -17%
PH
45
Pinnacle Holdings
Oklahoma
$457K -$4.21K -80 -0.9%
WP
46
WealthSource Partners
California
$446K +$438K +8,320 New
SWP
47
Stratos Wealth Partners
Ohio
$382K +$375K +7,120 New
CFA
48
Carroll Financial Associates
North Carolina
$375K +$210K +3,990 +132%
CBB
49
Citizens Business Bank
California
$319K -$26.3K -500 -8%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$306K -$3.95M -74,928 -93%