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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Modera Wealth Management
New Jersey
$3.13M -$233K -4,539 -7%
KFI
77
Key Financial Inc
Pennsylvania
$3.12M +$129K +2,510 +4%
WFA
78
Wellspring Financial Advisors
Ohio
$3.04M -$37.8K -736 -1%
FSWA
79
Financial Synergies Wealth Advisors
Texas
$3.03M +$3.1M +60,475 New
CFA
80
Cahill Financial Advisors
Minnesota
$3M +$66.8K +1,302 +2%
PHAM
81
Palisades Hudson Asset Management
Florida
$2.96M +$13.2K +257 +0.4%
IAP
82
Indie Asset Partners
Indiana
$2.94M +$3.01M +58,651 New
SC
83
Savant Capital
Illinois
$2.77M -$74K -1,442 -3%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$2.74M +$251K +4,901 +10%
HSA
85
HBK Sorce Advisory
Pennsylvania
$2.7M -$2.62M -51,151 -49%
CWA
86
Clarus Wealth Advisors
Arizona
$2.57M -$126K -2,462 -5%
HA
87
Harborview Advisors
Maine
$2.54M -$58.5K -1,141 -2%
TF
88
TIAA FSB
Florida
$2.46M -$49.7K -969 -2%
MGIA
89
Moneta Group Investment Advisors
Missouri
$2.41M +$227K +4,423 +10%
Truist Financial
90
Truist Financial
North Carolina
$2.32M +$549K +10,704 +30%
WWM
91
Windsor Wealth Management
Indiana
$2.18M +$198K +3,857 +11%
BSW
92
Buckingham Strategic Wealth
Missouri
$2.14M +$51.4K +1,001 +2%
GIA
93
Gladstone Institutional Advisory
Florida
$2.13M -$55.5K -1,082 -2%
PFPT
94
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.99M -$872 -17 -0%
PSF
95
Pacific Sun Financial
California
$1.9M -$48.5K -946 -2%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$1.89M +$557K +10,864 +40%
FIM
97
Freedom Investment Management
Connecticut
$1.88M -$83.3K -1,623 -4%
EFL
98
ERn Financial LLC
Wisconsin
$1.88M -$8.88K -173 -0.5%
UCFA
99
United Capital Financial Advisors
Texas
$1.82M -$352K -6,854 -16%
MAM
100
Marotta Asset Management
Virginia
$1.79M -$1.18M -23,078 -39%