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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
151
Johanson Financial Advisors
California
$534K +$17.2K +285 +3%
FWM
152
Foresight Wealth Management
Utah
$529K +$88.8K +1,473 +20%
AWA
153
Acorn Wealth Advisors
Michigan
$522K -$50.9K -844 -9%
DAS
154
Dynamic Advisor Solutions
Arizona
$511K +$58.7K +974 +13%
PP
155
Prudential plc
United Kingdom
$507K -$30.2K -500 -6%
FWM
156
Frontier Wealth Management
Missouri
$505K -$1.27K -21 -0.3%
NWM
157
Northwest Wealth Management
Iowa
$494K +$453K +7,517 +1,101%
AAS
158
Avantax Advisory Services
Texas
$470K +$182K +3,022 +63%
AIC
159
Ameritas Investment Company
Nebraska
$468K -$163K -2,696 -26%
GWM
160
Geneos Wealth Management
Colorado
$448K -$45.8K -759 -9%
S
161
SignatureFD
Georgia
$443K
ACG
162
Allen Capital Group
Nebraska
$421K -$46.8K -776 -10%
VAS
163
Valicenti Advisory Services
New York
$415K -$5.91K -98 -1%
BWP
164
Bernardo Wealth Planning
Pennsylvania
$414K +$22.1K +366 +6%
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$410K +$409K +6,785 New
PHAM
166
Palisades Hudson Asset Management
Florida
$389K +$3.56K +59 +0.9%
Creative Planning
167
Creative Planning
Kansas
$389K +$155K +2,570 +66%
IWM
168
IHT Wealth Management
Illinois
$365K -$38.8K -643 -10%
LNC
169
Lincoln National Corp
Pennsylvania
$365K +$365K +6,059 New
WIC
170
Whitegate Investment Counselors
New Hampshire
$352K +$8.98K +149 +3%
PFA
171
Pure Financial Advisors
California
$351K +$302 +5 +0.1%
OAM
172
Occidental Asset Management
California
$350K +$905 +15 +0.3%
DC
173
Davenport & Co
Virginia
$350K +$350K +5,800 New
Bank of New York Mellon
174
Bank of New York Mellon
New York
$345K -$66.6K -1,104 -16%
BAS
175
Brown Advisory Securities
Maryland
$324K