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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
51
Harborview Advisors
Maine
$2.93M +$358K +5,897 +12%
KM
52
Kalos Management
Georgia
$2.92M +$1.82M +29,915 +229%
MWM
53
Marietta Wealth Management
Georgia
$2.79M -$660K -10,879 -17%
TAIM
54
TD Ameritrade Investment Management
Nebraska
$2.78M +$2.94M +48,445 +1,483%
CA
55
Cornerstone Advisory
Maryland
$2.78M +$3.14M +51,725 New
FIM
56
Freedom Investment Management
Connecticut
$2.77M -$334K -5,501 -10%
OCG
57
Opus Capital Group
Ohio
$2.66M +$3M +49,445 New
PFPT
58
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.65M -$14K -230 -0.5%
PA
59
Probity Advisors
Texas
$2.61M +$411K +6,770 +16%
TWP
60
Total Wealth Planning
Ohio
$2.58M +$2.91M +47,965 New
BWA
61
BlueSky Wealth Advisors
North Carolina
$2.55M +$1.45M +23,911 +122%
IDA
62
Intelligence Driven Advisers
California
$2.38M +$2.69M +44,318 New
Goldman Sachs
63
Goldman Sachs
New York
$2.26M +$2.55M +42,012 New
Jane Street
64
Jane Street
New York
$2.2M -$729K -12,009 -23%
CCWA
65
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.19M +$2.47M +40,731 New
EFL
66
ERn Financial LLC
Wisconsin
$2.16M +$2.44M +40,129 New
MML Investors Services
67
MML Investors Services
Massachusetts
$2.02M -$54.9K -905 -2%
UCFA
68
United Capital Financial Advisors
Texas
$2M +$170K +2,802 +8%
SFG
69
StrategIQ Financial Group
Indiana
$1.99M +$736K +12,127 +49%
VDFA
70
Vickerman & Driscoll Financial Advisors
Washington
$1.86M +$65.2K +1,074 +3%
I
71
INVST
Indiana
$1.81M -$11.2M -185,156 -85%
RJA
72
Raymond James & Associates
Florida
$1.74M +$937K +15,436 +92%
SFM
73
Signet Financial Management
New Jersey
$1.71M +$418K +6,890 +28%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$1.7M -$755K -12,437 -28%
APP
75
Avantax Planning Partners
Iowa
$1.64M -$85.9K -1,415 -4%