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State Street SPDR S&P 600 Small Cap Value ETF
SLYV

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
101
One Capital Management
California
$865K -$168K -2,773 -15%
PC
102
Palo Capital
California
$864K -$12.3K -203 -1%
SS
103
Simplicity Solutions
Minnesota
$860K +$969K +15,971 New
DI
104
Diligent Investors
California
$833K -$42K -692 -4%
BWM
105
Bernicke Wealth Management
Wisconsin
$823K -$4.92K -81 -0.5%
PP
106
PrairieView Partners
Minnesota
$817K +$154K +2,538 +20%
JWM
107
JFG Wealth Management
Colorado
$817K +$922K +15,188 New
WI
108
WrapManager Inc
California
$782K +$22.5K +370 +3%
V
109
Veritable
Delaware
$778K +$630K +10,381 +255%
SMFS
110
Squar Milner Financial Services
California
$755K – – –
AIS
111
American Investment Services
Massachusetts
$752K +$847K +13,965 New
WCM
112
Weatherstone Capital Management
Colorado
$746K +$663K +10,924 New
BC
113
Burney Company
Virginia
$732K +$370K +6,094 +81%
OPA
114
Old Port Advisors
Maine
$729K +$755K +12,433 New
CPIG
115
Chicago Partners Investment Group
Illinois
$718K +$749K +12,334 +14,177%
SIA
116
Starfire Investment Advisers
Michigan
$703K -$433K -7,138 -35%
PH
117
Pinnacle Holdings
Oklahoma
$678K +$135K +2,220 +21%
MPWT
118
MassMutual Private Wealth & Trust
Connecticut
$671K -$12.4K -205 -2%
BAM
119
Belpointe Asset Management
Nevada
$655K -$55.5K -914 -7%
AAP
120
Arax Advisory Partners
Colorado
$636K +$206K +3,389 +40%
SAM
121
Silvercrest Asset Management
New York
$628K +$410K +6,760 +138%
NL
122
NWAM LLC
Washington
$627K +$141K +2,322 +25%
SWA
123
Stratos Wealth Advisors
Ohio
$621K +$701K +11,544 New
AF
124
Advisornet Financial
Minnesota
$617K +$283K +4,657 +68%
PWMG
125
Prestige Wealth Management Group
New Jersey
$611K +$689K +11,356 New
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