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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
126
Mutual Advisors
Nebraska
$1.08M +$72K +1,572 +8%
FWM
127
Foresight Wealth Management
Utah
$1.08M +$486K +10,607 +93%
GP
128
Girard Partners
Pennsylvania
$1.08M -$27.1K -592 -3%
LWS
129
Lucia Wealth Services
California
$1.08M +$340K +7,420 +51%
MWM
130
Marietta Wealth Management
Georgia
$1.07M -$712K -15,537 -42%
FIM
131
Frontier Investment Management
Texas
$1.05M +$173K +3,770 +21%
AIS
132
American Investment Services
Massachusetts
$1.03M -$133K -2,895 -12%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$987K -$1.78M -38,758 -65%
CA
134
Calton & Associates
Florida
$905K -$172K -3,749 -17%
PP
135
Prudential plc
United Kingdom
$881K +$513K +11,200 +166%
FA
136
Faithward Advisors
Pennsylvania
$878K -$521K -11,365 -39%
AB
137
Atlas Brown
Kentucky
$813K -$18K -392 -2%
LFG
138
LifePlan Financial Group
Ohio
$796K -$1.51K -33 -0.2%
WA
139
Wambolt & Associates
Colorado
$776K -$32.7K -713 -4%
MWPCG
140
Measured Wealth Private Client Group
New Hampshire
$771K +$296K +6,465 +70%
DI
141
Diligent Investors
California
$745K -$18.9K -413 -3%
CPIG
142
Chicago Partners Investment Group
Illinois
$744K -$47.4K -1,034 -7%
JC
143
Jentner Corp
Ohio
$740K -$3.16K -69 -0.5%
SWM
144
SeaCrest Wealth Management
New York
$739K +$21.4K +467 +3%
BA
145
Ballast Advisors
Minnesota
$735K -$53K -1,158 -7%
RDWM
146
Red Door Wealth Management
Tennessee
$688K -$95K -2,075 -13%
CMP
147
Courage Miller Partners
Virginia
$665K +$69.8K +1,523 +13%
PA
148
Pinnacle Associates
New York
$646K -$151K -3,306 -20%
FAN
149
Financial Advisors Network
California
$641K +$598K +13,054 New
BAS
150
Brown Advisory Securities
Maryland
$630K +$90.1K +1,967 +18%