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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$171K +$23.4K +398 +510%
OIA
77
OneDigital Investment Advisors
Kansas
$169K +$167K +2,840 New
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$123K +$82.4K +1,400 +213%
BRC
79
Bell Rock Capital
Delaware
$112K +$10.6K +180 +10%
WAM
80
Wealthspire Advisors (Maryland)
Maryland
$109K +$3.18K +54 +3%
TF
81
Tompkins Financial
New York
$102K
GRP
82
Global Retirement Partners
California
$102K +$36.2K +616 +56%
PG
83
Patten Group
Tennessee
$93K
US Bancorp
84
US Bancorp
Minnesota
$92K +$29.4K +500 +48%
WA
85
WealthTrust-Arizona
Arizona
$90K +$235 +4 +0.3%
AWM
86
Avior Wealth Management
Nebraska
$84K +$10.9K +186 +15%
GWM
87
Geneos Wealth Management
Colorado
$84K +$36K +612 +76%
TCM
88
Tradewinds Capital Management
Washington
$71K -$4.32M -73,428 -98%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70K +$31.7K +538 +85%
CDIA
90
Capital Directions Investment Advisors
Georgia
$69K +$22.4K +380 +49%
HDIM
91
Hanson & Doremus Investment Management
Vermont
$38K +$118 +2 +0.3%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$32K
Citigroup
93
Citigroup
New York
$27K -$11.8K -200 -30%
AssetMark Inc
94
AssetMark Inc
California
$21K -$2.59K -44 -11%
SWA
95
Sutton Wealth Advisors
Florida
$18.3K
AIM
96
Advantage Investment Management
Iowa
$17K -$58.4K -992 -78%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$16K +$15.9K +270 New
WA
98
WFG Advisors
Texas
$14K +$13.5K +230 New
TAIM
99
TD Ameritrade Investment Management
Nebraska
$13K -$20.7K -352 -61%
PSUF
100
People's United Financial
Connecticut
$8K