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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
151
Foresight Wealth Management
Utah
$393K +$443K +7,296 New
VAS
152
Valicenti Advisory Services
New York
$376K -$2.49M -40,996 -85%
Bank of New York Mellon
153
Bank of New York Mellon
New York
$368K -$377K -6,206 -48%
LFG
154
LifePlan Financial Group
Ohio
$361K +$64.8K +1,068 +19%
BPA
155
Beacon Pointe Advisors
California
$361K +$407K +6,709 New
IWM
156
IHT Wealth Management
Illinois
$360K -$1.44M -23,689 -78%
BWP
157
Bernardo Wealth Planning
Pennsylvania
$350K +$395K +6,504 New
PHAM
158
Palisades Hudson Asset Management
Florida
$344K +$388K +6,396 New
SCA
159
Snowden Capital Advisors
New York
$321K +$60.2K +992 +20%
EWA
160
EP Wealth Advisors
California
$318K +$133K +2,185 +59%
TA
161
TCG Advisors
Texas
$315K +$356K +5,862 New
PFA
162
Pure Financial Advisors
California
$313K +$66K +1,088 +23%
OAM
163
Occidental Asset Management
California
$311K +$34.3K +566 +11%
WIC
164
Whitegate Investment Counselors
New Hampshire
$306K +$346K +5,694 New
NFG
165
Next Financial Group
Texas
$296K +$333K +5,481 +54,810%
BAS
166
Brown Advisory Securities
Maryland
$294K -$24.3K -400 -7%
HB
167
Homrich & Berg
Georgia
$287K
CA
168
Cetera Advisors
Colorado
$277K +$2.49K +41 +0.8%
SPIA
169
Steward Partners Investment Advisory
New York
$273K +$295K +4,865 +2,339%
S
170
Surevest
California
$271K +$306K +5,036 New
RIM
171
Redwood Investment Management
Arizona
$269K +$303K +4,997 New
AAS
172
Avantax Advisory Services
Texas
$256K +$289K +4,769 New
3C
173
361 Capital
Colorado
$234K -$31.1K -512 -11%
SMG
174
Smart Money Group
Texas
$231K +$27.6K +455 +12%
SPC
175
Sigma Planning Corp
Michigan
$231K +$56.1K +924 +27%