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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
151
Carroll Financial Associates
North Carolina
$30K
SFSIG
152
San Francisco Sentry Investment Group
California
$29K
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$25K
TL
154
TrueWealth LLC
Georgia
$24K +$24.9K +396 New
MGIA
155
Moneta Group Investment Advisors
Missouri
$23K
FGC
156
Financial Gravity Companies
Texas
$23K +$13.2K +210 +128%
FGAM
157
Financial Gravity Asset Management
Texas
$23K +$23.5K +374 New
SWA
158
Sutton Wealth Advisors
Florida
$18.9K
SPIA
159
Steward Partners Investment Advisory
New York
$12K -$10.2K -162 -44%
S
160
SignatureFD
Georgia
$11K +$11.3K +180 New
SA
161
SRH Advisors
Kansas
$8K
IF
162
Ironwood Financial
Arizona
$7K
OIA
163
OneDigital Investment Advisors
Kansas
$7K +$7.55K +120 New
TCM
164
Tradewinds Capital Management
Washington
$4K -$4.53K -72 -50%
BlackRock
165
BlackRock
New York
$4K
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$4K
TFS
167
TrustCore Financial Services
Tennessee
$4K
WP
168
WealthShield Partners
North Carolina
$4K
VFA
169
Valeo Financial Advisors
Indiana
$3K -$2.9K -46 -50%
PA
170
Parallel Advisors
California
$3K
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$3K +$2.9K +46 New
VCM
172
Virtue Capital Management
Tennessee
$2K -$6.8K -108 -75%
AIA
173
Armor Investment Advisors
North Carolina
$1K
DSN
174
D. Scott Neal
Kentucky
$1K
FRA
175
Front Row Advisors
California
$1K