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State Street SPDR S&P 600 Small Cap Value ETF
SLYV

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
51
Freedom Investment Management
Connecticut
$875K +$41.1K +692 +5%
KM
52
Kalos Management
Georgia
$851K -$187K -3,140 -19%
ICOA
53
Investment Centers of America
North Dakota
$847K +$292K +4,906 +58%
MHS
54
M Holdings Securities
Oregon
$769K +$594 +10 +0.1%
CCM
55
Carlson Capital Management
Minnesota
$712K – – –
CMP
56
Courage Miller Partners
Virginia
$614K +$475 +8 +0.1%
VIA
57
Vantage Investment Advisors
Pennsylvania
$551K +$89.1K +1,500 +21%
PH
58
Pinnacle Holdings
Oklahoma
$539K +$5.7K +96 +1%
ASN
59
Advisory Services Network
Georgia
$530K +$25.3K +426 +5%
WP
60
WealthSource Partners
California
$524K +$832 +14 +0.2%
JC
61
Jentner Corp
Ohio
$485K +$42.1K +708 +10%
FWM
62
Frontier Wealth Management
Missouri
$479K -$475 -8 -0.1%
MWM
63
Meridian Wealth Management
Kentucky
$379K +$357K +6,000 New
NL
64
NWAM LLC
Washington
$346K +$72.3K +1,216 +29%
SAM
65
Silvercrest Asset Management
New York
$315K – – –
RIA
66
Regal Investment Advisors
Michigan
$309K +$1.07K +18 +0.4%
SI
67
SII Investments
Wisconsin
$308K +$289K +4,862 New
CCM
68
Canal Capital Management
Virginia
$298K – – –
SWP
69
Stratos Wealth Partners
Ohio
$289K -$248K -4,174 -48%
VFA
70
Voya Financial Advisors
Connecticut
$281K -$78.6K -1,322 -23%
PFA
71
Pure Financial Advisors
California
$278K +$42.3K +712 +19%
CBB
72
Citizens Business Bank
California
$267K -$21.7K -366 -8%
PAM
73
Premier Asset Management
Illinois
$260K – – –
V
74
Veritable
Delaware
$258K – – –
RFA
75
Reilly Financial Advisors
California
$252K +$9.74K +164 +4%
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