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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
76
Reilly Financial Advisors
California
$219K +$22.5K +380 +11%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$204K -$34.2K -578 -14%
CFD
78
Creative Financial Designs
Indiana
$164K +$149K +2,516 +932%
WAM
79
Wealthspire Advisors (Maryland)
Maryland
$105K +$1.3K +22 +1%
TF
80
Tompkins Financial
New York
$101K
BRC
81
Bell Rock Capital
Delaware
$100K -$62.7K -1,058 -38%
PG
82
Patten Group
Tennessee
$90K
WA
83
WealthTrust-Arizona
Arizona
$89K +$12.9K +218 +17%
AIM
84
Advantage Investment Management
Iowa
$75K -$6.57M -110,832 -99%
AWM
85
Avior Wealth Management
Nebraska
$72K +$21.2K +358 +41%
GRP
86
Global Retirement Partners
California
$65K +$23.9K +404 +58%
US Bancorp
87
US Bancorp
Minnesota
$61K
GWM
88
Geneos Wealth Management
Colorado
$47K +$47.5K +802 New
CDIA
89
Capital Directions Investment Advisors
Georgia
$46K +$118 +2 +0.3%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$39K +$5.21K +88 +15%
Citigroup
91
Citigroup
New York
$39K +$15.4K +260 +65%
HDIM
92
Hanson & Doremus Investment Management
Vermont
$38K +$237 +4 +0.6%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37K +$118 +2 +0.3%
TAIM
94
TD Ameritrade Investment Management
Nebraska
$34K +$3.32K +56 +11%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$32K
AssetMark Inc
96
AssetMark Inc
California
$23K +$2.73K +46 +13%
SWA
97
Sutton Wealth Advisors
Florida
$18.1K
BWA
98
Burt Wealth Advisors
Maryland
$15K -$14.8K -250 -50%
SEI Investments
99
SEI Investments
Pennsylvania
$13K +$13.5K +228 New
IWM
100
IHT Wealth Management
Illinois
$8K -$3.56K -60 -43%