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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
501
Copia Wealth Management
Oregon
$67.2K +$18.9K +196 +38%
TF
502
Tompkins Financial
New York
$65.6K +$67.1K +694 New
MA
503
MCF Advisors
Kentucky
$58.4K +$59.7K +617 New
OWA
504
Opal Wealth Advisors
New York
$55.3K +$56.6K +585 New
SMA
505
Sage Mountain Advisors
Georgia
$53.4K – – –
CPA
506
Cardiff Park Advisors
California
$51.1K – – –
BWL
507
Bogart Wealth LLC
Virginia
$47.4K – – –
IAIM
508
International Assets Investment Management
Florida
$46.8K – – –
UB
509
UMB Bank
Missouri
$46.7K – – –
MCP
510
Miller Capital Partners
Michigan
$44.7K – – –
TAM
511
Tucker Asset Management
Colorado
$44.6K -$4.45K -46 -9%
BBHC
512
Brown Brothers Harriman & Co
New York
$44.5K – – –
TIAAOA
513
Teachers Insurance & Annuity Association of America
New York
$40.7K – – –
PNC
514
Park National Corp
Ohio
$39.4K +$40.3K +417 New
ETS
515
ESL Trust Services
New York
$37.8K – – –
AF
516
Abound Financial
California
$36.1K – – –
RFA
517
Register Financial Advisors
Georgia
$33.9K +$34.6K +358 New
TSMHT
518
Thurston Springer Miller Herd & Titak
Indiana
$33.1K – – –
GWS
519
Glassman Wealth Services
Virginia
$31.6K +$97 +1 +0.3%
GT
520
Glenmede Trust
Pennsylvania
$29.9K +$30.6K +316 New
BCWM
521
Bartlett & Co Wealth Management
Ohio
$29.2K – – –
SS
522
Sunbelt Securities
Texas
$27.5K -$7.44K -77 -21%
Vanguard Advisers Inc
523
Vanguard Advisers Inc
Pennsylvania
$27.1K +$27.7K +287 New
VCM
524
Versant Capital Management
Arizona
$27K – – –
SWM
525
Spire Wealth Management
Virginia
$26K – – –