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

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
126
Diligent Investors
California
$931K -$61.5K -1,014 -6%
EGA
127
E&G Advisors
Texas
$927K -$39.4K -650 -4%
KM
128
Kalos Management
Georgia
$923K -$1.6M -26,410 -61%
LFG
129
LifePlan Financial Group
Ohio
$915K +$371K +6,123 +68%
CAM
130
Concorde Asset Management
Michigan
$891K +$70.2K +1,158 +9%
SMFS
131
Squar Milner Financial Services
California
$889K -$25.2K -416 -3%
BWM
132
Bernicke Wealth Management
Wisconsin
$882K -$8.85K -146 -1%
FAM
133
Formidable Asset Management
Ohio
$851K +$850K +14,023 New
MMA
134
Miracle Mile Advisors
California
$850K -$36.7K -605 -4%
BPA
135
Beacon Pointe Advisors
California
$842K +$214K +3,538 +34%
CFA
136
Cahill Financial Advisors
Minnesota
$816K +$815K +13,443 New
CG
137
Colony Group
Massachusetts
$810K -$194K -3,195 -19%
SIA
138
Starfire Investment Advisers
Michigan
$796K +$2.36K +39 +0.3%
MA
139
Mutual Advisors
Nebraska
$769K +$214K +3,525 +39%
OPA
140
Old Port Advisors
Maine
$761K -$13.3K -219 -2%
AAP
141
Arax Advisory Partners
Colorado
$752K +$752K +12,400 New
V
142
Veritable
Delaware
$748K – – –
CPIG
143
Chicago Partners Investment Group
Illinois
$738K – – –
AF
144
Advisornet Financial
Minnesota
$737K -$58.6K -967 -7%
SCM
145
Southport Capital Management
Tennessee
$733K +$112K +1,848 +18%
MAM
146
Marquette Asset Management
Minnesota
$728K +$68.7K +1,134 +10%
MHS
147
M Holdings Securities
Oregon
$714K +$25.6K +422 +4%
DAS
148
Dynamic Advisor Solutions
Arizona
$705K +$190K +3,143 +37%
CCM
149
Carlson Capital Management
Minnesota
$687K – – –
RIM
150
Redwood Investment Management
Arizona
$686K -$564K -9,313 -45%
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6
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