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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
51
Reston Wealth Management
Virginia
$12.5M +$212K +2,868 +2%
CPP
52
Capasso Planning Partners
South Carolina
$11.8M +$561K +7,585 +6%
FSWA
53
Financial Synergies Wealth Advisors
Texas
$11.6M -$626K -8,461 -5%
KFI
54
Key Financial Inc
Pennsylvania
$11.5M +$344K +4,658 +3%
WFP
55
Wrenne Financial Planning
Kentucky
$10.9M +$9.71M +131,307 New
TIAA Trust, National Association
56
TIAA Trust, National Association
North Carolina
$10.6M -$1.16M -15,716 -11%
CWP
57
Concord Wealth Partners
Virginia
$10.6M -$683K -9,229 -7%
HighTower Advisors
58
HighTower Advisors
Illinois
$10.5M +$293K +3,962 +3%
TSWM
59
Triangle Securities Wealth Management
North Carolina
$10.3M +$1.1M +14,917 +14%
MBFW
60
Morton Brown Family Wealth
Pennsylvania
$10.2M -$3.09M -41,843 -25%
RCA
61
Resonant Capital Advisors
Wisconsin
$10.1M +$178K +2,404 +2%
CIA
62
Compass Ion Advisors
Pennsylvania
$10M +$91.2K +1,233 +1%
CAMV
63
Concord Asset Management (Virginia)
Virginia
$9.98M +$263K +3,562 +3%
RG
64
Retirement Group
California
$9.66M -$87.9K -1,189 -1%
ORG
65
Optimist Retirement Group
Washington
$9.63M +$8.55M +115,549 New
FFN
66
Focus Financial Network
Minnesota
$9.46M -$1.19M -16,066 -12%
CCMG
67
Clark Capital Management Group
Pennsylvania
$9.2M +$913K +12,351 +13%
Goldman Sachs
68
Goldman Sachs
New York
$8.98M +$3.44M +46,580 +76%
RDWM
69
Red Door Wealth Management
Tennessee
$8.8M -$401K -5,416 -5%
PCM
70
Perritt Capital Management
Illinois
$8.78M +$226K +3,061 +3%
Betterment LLC
71
Betterment LLC
New York
$8.64M -$656K -8,866 -8%
SEIA
72
Signature Estate & Investment Advisors
California
$8.39M +$217K +2,932 +3%
Charles Schwab
73
Charles Schwab
California
$8.21M -$1.05M -14,207 -13%
BW
74
BIP Wealth
Georgia
$8.11M +$152K +2,055 +2%
NEWAS
75
N.E.W. Advisory Services
Wisconsin
$8.06M -$166K -2,241 -2%