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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
76
Advisor Group
Arizona
$250K -$162K -2,720 -41%
DP
77
Denver PWM
Colorado
$235K +$223K +3,758 New
Creative Planning
78
Creative Planning
Kansas
$234K -$54.4K -916 -20%
CFD
79
Creative Financial Designs
Indiana
$212K +$713 +12 +0.4%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$210K +$197K +3,320 New
FAAS
81
First Allied Advisory Services
California
$202K +$189K +3,180 New
IA
82
IFP Advisors
Florida
$179K -$40K -674 -19%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$130K
BRC
84
Bell Rock Capital
Delaware
$128K +$5.35K +90 +5%
WAM
85
Wealthspire Advisors (Maryland)
Maryland
$125K +$8.2K +138 +8%
GRP
86
Global Retirement Partners
California
$123K +$13.8K +232 +14%
MPWT
87
MassMutual Private Wealth & Trust
Connecticut
$110K +$103K +1,740 New
TF
88
Tompkins Financial
New York
$108K
AWM
89
Avior Wealth Management
Nebraska
$101K +$11.2K +188 +13%
PG
90
Patten Group
Tennessee
$99K
US Bancorp
91
US Bancorp
Minnesota
$98K
WA
92
WealthTrust-Arizona
Arizona
$95K
GWM
93
Geneos Wealth Management
Colorado
$94K +$4.75K +80 +6%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74K +$238 +4 +0.3%
CDIA
95
Capital Directions Investment Advisors
Georgia
$49K -$22.3K -376 -33%
KPCM
96
Kings Point Capital Management
New York
$47K +$44.3K +746 New
HDIM
97
Hanson & Doremus Investment Management
Vermont
$41K +$119 +2 +0.3%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$36K +$33.6K +566 New
CFA
99
Carroll Financial Associates
North Carolina
$32K -$1.33M -22,448 -98%
Citigroup
100
Citigroup
New York
$29K