We are live on ! Find out more
SLYV icon

State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
CarsonAllaria Wealth Management
Illinois
$10.4M +$580K +6,805 +6%
BWG
52
Balanced Wealth Group
Ohio
$10.4M -$42.6K -500 -0.4%
ADL
53
Asset Dedication LLC
California
$10.3M -$191K -2,244 -2%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$10.2M +$187K +2,196 +2%
KW
55
KWB Wealth
California
$10.1M -$1.37M -16,062 -11%
GWM
56
Geneos Wealth Management
Colorado
$9.7M -$52.5K -616 -0.6%
SF
57
Symphony Financial
Texas
$8.99M +$86.5K +1,015 +1%
RIM
58
Rockbridge Investment Management
New York
$8.92M -$421K -4,938 -5%
LL
59
LPWM LLC
Minnesota
$8.71M +$82K +962 +1%
Mariner
60
Mariner
Kansas
$8.7M -$862K -10,120 -9%
MWM
61
Modera Wealth Management
New Jersey
$8.33M -$77.6K -911 -1%
Goldman Sachs
62
Goldman Sachs
New York
$8.2M +$1.09M +12,824 +16%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$8.16M +$827K +9,710 +12%
NL
64
NWAM LLC
Washington
$8.13M +$24K +282 +0.3%
DE
65
Diversified Enterprises
Delaware
$7.81M +$167K +1,956 +2%
Jones Financial Companies
66
Jones Financial Companies
Missouri
$7.68M +$838K +9,837 +13%
MG
67
Mather Group
Illinois
$7.65M -$121K -1,418 -2%
PAG
68
Private Advisor Group
New Jersey
$7.44M -$51.3K -602 -0.7%
MML Investors Services
69
MML Investors Services
Massachusetts
$7.3M +$254K +2,979 +4%
CFGA
70
Cambridge Financial Group (Arizona)
Arizona
$7.27M -$2.39K -28 -0%
CPP
71
Capasso Planning Partners
South Carolina
$7.2M +$329K +3,861 +5%
AWM
72
Avior Wealth Management
Nebraska
$7.19M -$628K -7,371 -8%
Citadel Advisors
73
Citadel Advisors
Florida
$7.14M +$3.19M +37,455 +87%
TC
74
Trilogy Capital
California
$6.62M -$413K -4,842 -6%
EWA
75
ERTS Wealth Advisors
Michigan
$6.5M -$5.18M -60,752 -45%