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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
SeaCrest Wealth Management
New York
$1.23M -$19.9K -330 -2%
Principal Financial Group
102
Principal Financial Group
Iowa
$1.22M -$439K -7,272 -26%
MPWT
103
MassMutual Private Wealth & Trust
Connecticut
$1.18M +$425K +7,050 +57%
CPO
104
Cerity Partners OCIO
New York
$1.17M +$107K +1,774 +10%
CFGF
105
Compass Financial Group (Florida)
Florida
$1.16M -$362 -6 -0%
VFA
106
Voya Financial Advisors
Connecticut
$1.14M +$903K +14,980 +378%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$1.08M +$1.08M +17,935 New
JC
108
Jentner Corp
Ohio
$1.07M -$10.4K -173 -1%
SWA
109
Stratos Wealth Advisors
Ohio
$1.04M +$348K +5,768 +50%
SS
110
Simplicity Solutions
Minnesota
$1.01M +$49.3K +818 +5%
JMPWA
111
JP Morgan Private Wealth Advisors
California
$999K +$524K +8,686 +110%
CG
112
Colony Group
Massachusetts
$998K -$156K -2,587 -14%
AB
113
Atlas Brown
Kentucky
$990K -$3.98K -66 -0.4%
DI
114
Diligent Investors
California
$986K +$52.3K +868 +6%
OCM
115
One Capital Management
California
$968K -$121 -2 -0%
EGA
116
E&G Advisors
Texas
$960K -$82.4K -1,366 -8%
FIM
117
Frontier Investment Management
Texas
$938K -$369K -6,126 -28%
PP
118
PrairieView Partners
Minnesota
$937K +$21.9K +364 +2%
AIS
119
American Investment Services
Massachusetts
$919K +$76.9K +1,275 +9%
SMFS
120
Squar Milner Financial Services
California
$908K +$63.6K +1,054 +8%
BWM
121
Bernicke Wealth Management
Wisconsin
$886K -$36.3K -602 -4%
MMA
122
Miracle Mile Advisors
California
$881K +$881K +14,614 New
WI
123
WrapManager Inc
California
$871K -$4.88K -81 -0.6%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$865K +$865K +14,339 New
WA
125
Wambolt & Associates
Colorado
$854K +$202K +3,347 +32%