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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
151
Prudential plc
United Kingdom
$680K +$170K +2,800 +33%
LA
152
LexAurum Advisors
Kansas
$676K +$119K +1,956 +21%
RFA
153
Reilly Financial Advisors
California
$667K +$28K +462 +4%
CMP
154
Courage Miller Partners
Virginia
$651K +$12K +198 +2%
GWA
155
Guidant Wealth Advisors
Illinois
$633K
NFG
156
Next Financial Group
Texas
$592K +$591K +9,756 New
PSUF
157
People's United Financial
Connecticut
$586K -$18.1K -298 -3%
FWM
158
Foresight Wealth Management
Utah
$574K +$42K +693 +8%
JFA
159
Johanson Financial Advisors
California
$564K +$28.5K +470 +5%
Cerity Partners
160
Cerity Partners
New York
$557K +$557K +9,187 New
WP
161
WealthSource Partners
California
$549K -$82.9K -1,368 -13%
Creative Planning
162
Creative Planning
Kansas
$526K +$134K +2,212 +34%
MWM
163
Merriman Wealth Management
Washington
$525K +$523K +8,628 New
FWM
164
Frontier Wealth Management
Missouri
$511K +$3.03K +50 +0.6%
GWM
165
Geneos Wealth Management
Colorado
$446K -$4.54K -75 -1%
BWP
166
Bernardo Wealth Planning
Pennsylvania
$441K +$24.2K +400 +6%
PWMG
167
Prestige Wealth Management Group
New Jersey
$438K -$192K -3,161 -30%
LNC
168
Lincoln National Corp
Pennsylvania
$432K +$64.7K +1,068 +18%
S
169
SignatureFD
Georgia
$417K -$28K -462 -6%
OAM
170
Occidental Asset Management
California
$406K +$53.6K +884 +15%
PHAM
171
Palisades Hudson Asset Management
Florida
$403K +$11.4K +188 +3%
Principal Financial Group
172
Principal Financial Group
Iowa
$393K -$838K -13,823 -68%
NP
173
NorthRock Partners
Minnesota
$379K +$379K +6,250 New
VAS
174
Valicenti Advisory Services
New York
$378K -$39.4K -650 -9%
PFA
175
Pure Financial Advisors
California
$372K +$19.1K +315 +5%