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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
51
Carroll Financial Associates
North Carolina
$673K +$242K +4,306 +61%
CCM
52
Carlson Capital Management
Minnesota
$670K
PMG
53
ProVise Management Group
Florida
$662K -$660K -11,772 -51%
MHS
54
M Holdings Securities
Oregon
$624K +$18.9K +336 +3%
CMP
55
Courage Miller Partners
Virginia
$595K -$15.4K -274 -3%
JMPWA
56
JP Morgan Private Wealth Advisors
California
$577K +$12K +214 +2%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$564K +$532K +9,480 New
PH
58
Pinnacle Holdings
Oklahoma
$504K -$2.24K -40 -0.5%
WP
59
WealthSource Partners
California
$497K +$2.13K +38 +0.5%
SWP
60
Stratos Wealth Partners
Ohio
$477K +$49.8K +888 +12%
JC
61
Jentner Corp
Ohio
$464K +$438K +7,800 New
FWM
62
Frontier Wealth Management
Missouri
$455K -$96K -1,712 -18%
RIA
63
Regal Investment Advisors
Michigan
$325K -$12.6K -224 -4%
VIA
64
Vantage Investment Advisors
Pennsylvania
$319K +$34.1K +608 +13%
SAM
65
Silvercrest Asset Management
New York
$296K
SFA
66
Sequoia Financial Advisors
Ohio
$296K +$279K +4,974 New
SI
67
SII Investments
Wisconsin
$280K +$263K +4,686 New
CBB
68
Citizens Business Bank
California
$277K -$72.4K -1,290 -22%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$240K +$157K +2,802 +228%
Creative Planning
70
Creative Planning
Kansas
$210K +$1.79K +32 +0.9%
RFA
71
Reilly Financial Advisors
California
$199K +$9.99K +178 +6%
BRC
72
Bell Rock Capital
Delaware
$164K +$158K +2,808 New
WAM
73
Wealthspire Advisors (Maryland)
Maryland
$105K -$2.47K -44 -2%
TF
74
Tompkins Financial
New York
$102K
PG
75
Patten Group
Tennessee
$92K