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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
BBHC
511
Brown Brothers Harriman & Co
New York
$44.5K
TIAAOA
512
Teachers Insurance & Annuity Association of America
New York
$40.7K
PNC
513
Park National Corp
Ohio
$39.4K +$40.3K +417 New
ETS
514
ESL Trust Services
New York
$37.8K
AF
515
Abound Financial
California
$36.1K
RFA
516
Register Financial Advisors
Georgia
$33.9K +$34.6K +358 New
TSMHT
517
Thurston Springer Miller Herd & Titak
Indiana
$33.1K
GWS
518
Glassman Wealth Services
Virginia
$31.6K +$97 +1 +0.3%
GT
519
Glenmede Trust
Pennsylvania
$29.9K +$30.6K +316 New
BCWM
520
Bartlett & Co Wealth Management
Ohio
$29.2K
SS
521
Sunbelt Securities
Texas
$27.5K -$7.44K -77 -21%
Vanguard Advisers Inc
522
Vanguard Advisers Inc
Pennsylvania
$27.1K +$27.7K +287 New
VCM
523
Versant Capital Management
Arizona
$27K
SWM
524
Spire Wealth Management
Virginia
$26K
OHWP
525
Oak Harbor Wealth Partners
North Carolina
$25.5K