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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWS
126
Lucia Wealth Services
California
$1.02M -$85.8K -1,673 -8%
Creative Planning
127
Creative Planning
Kansas
$959K +$552K +10,761 +128%
MWPCG
128
Measured Wealth Private Client Group
New Hampshire
$917K +$134K +2,620 +17%
CA
129
Calton & Associates
Florida
$902K -$21.2K -414 -2%
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$902K +$924K +18,004 New
IA
131
IFP Advisors
Florida
$896K -$759K -14,798 -45%
CCMG
132
Clark Capital Management Group
Pennsylvania
$874K -$910K -17,729 -50%
GA
133
GFS Advisors
Texas
$846K -$1.07M -20,902 -55%
IWA
134
Inspirion Wealth Advisors
Illinois
$844K +$864K +16,840 New
ASN
135
Advisory Services Network
Georgia
$842K +$210K +4,096 +32%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$832K -$212K -4,134 -20%
PWMG
137
Prestige Wealth Management Group
New Jersey
$831K +$846K +16,484 +15,850%
LFG
138
LifePlan Financial Group
Ohio
$814K +$3.03K +59 +0.4%
DI
139
Diligent Investors
California
$808K +$48.8K +952 +6%
AB
140
Atlas Brown
Kentucky
$767K -$64.1K -1,250 -8%
JC
141
Jentner Corp
Ohio
$743K -$12.1K -236 -2%
SWM
142
SeaCrest Wealth Management
New York
$742K -$12K -233 -2%
BA
143
Ballast Advisors
Minnesota
$735K -$15.2K -296 -2%
WA
144
Wambolt & Associates
Colorado
$729K -$63.9K -1,245 -8%
CPIG
145
Chicago Partners Investment Group
Illinois
$727K -$70.8K -1,380 -9%
CMP
146
Courage Miller Partners
Virginia
$666K +$51 +1 +0%
FAN
147
Financial Advisors Network
California
$643K -$11.4K -223 -2%
CA
148
Cornerstone Advisory
Maryland
$617K +$303K +5,914 +92%
RDWM
149
Red Door Wealth Management
Tennessee
$610K -$94.3K -1,839 -13%
BPA
150
Beacon Pointe Advisors
California
$590K -$45K -877 -7%