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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
151
HighTower Advisors
Illinois
$528K -$20.5M -362,956 -96%
PCIA
152
Prime Capital Investment Advisors
Kansas
$505K -$1.18M -20,941 -63%
BWM
153
Bernicke Wealth Management
Wisconsin
$505K -$121K -2,133 -15%
SIA
154
Starfire Investment Advisers
Michigan
$494K -$79.4K -1,403 -10%
CCM
155
Carlson Capital Management
Minnesota
$493K -$3.39K -60 -0.5%
CMP
156
Courage Miller Partners
Virginia
$491K +$62.1K +1,097 +10%
WI
157
WrapManager Inc
California
$481K -$90.2K -1,594 -12%
B
158
Bailard
California
$479K +$663K +11,721 New
SAM
159
Shone Asset Management
California
$469K +$580K +10,261 New
FWM
160
Foresight Wealth Management
Utah
$467K +$56.3K +995 +10%
SMFS
161
Squar Milner Financial Services
California
$453K -$173K -3,067 -22%
LNC
162
Lincoln National Corp
Pennsylvania
$453K +$135K +2,381 +27%
EH
163
Equitable Holdings
New York
$445K +$155K +2,743 +34%
BAS
164
Brown Advisory Securities
Maryland
$444K -$56.2K -994 -8%
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
$442K
RFA
166
Reilly Financial Advisors
California
$439K -$37.6K -665 -6%
HFS
167
Howard Financial Services
Texas
$431K -$954K -16,862 -62%
WFA
168
Wellspring Financial Advisors
Ohio
$429K +$594K +10,494 New
PP
169
PDS Planning
Ohio
$418K -$911K -16,105 -61%
OPA
170
Old Port Advisors
Maine
$403K -$170K -3,006 -23%
OCM
171
One Capital Management
California
$400K -$215K -3,800 -28%
IWM
172
IHT Wealth Management
Illinois
$388K +$335K +5,918 +166%
AIC
173
Ameritas Investment Company
Nebraska
$384K +$21.1K +373 +4%
MWPCG
174
Measured Wealth Private Client Group
New Hampshire
$377K -$24.7K -437 -5%
Principal Financial Group
175
Principal Financial Group
Iowa
$361K +$88.9K +1,571 +22%