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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
151
Keystone Financial Group (Kentucky)
Kentucky
$2.42M +$273K +3,491 +12%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$2.4M +$7.42K +95 +0.3%
MWM
153
Marietta Wealth Management
Georgia
$2.4M -$185K -2,368 -7%
PSF
154
Pacific Sun Financial
California
$2.36M -$29.7K -380 -1%
PPW
155
Parcion Private Wealth
Washington
$2.33M +$2.18M +27,982 +906%
SWA
156
Strategies Wealth Advisors
Michigan
$2.29M +$197K +2,525 +9%
DI
157
Diligent Investors
California
$2.25M +$12.6K +162 +0.5%
IWA
158
Inspirion Wealth Advisors
Illinois
$2.22M +$1.05M +13,445 +78%
EE
159
EWG Elevate
California
$2.22M -$1.09M -14,018 -31%
LWM
160
Laidlaw Wealth Management
New York
$2.07M -$20.5K -262 -0.9%
NL
161
Navalign LLC
California
$2.03M -$11.2K -143 -0.5%
IAP
162
Indie Asset Partners
Indiana
$2.01M -$185K -2,365 -8%
EFL
163
ERn Financial LLC
Wisconsin
$1.99M -$203K -2,594 -9%
FIM
164
Freedom Investment Management
Connecticut
$1.98M -$215K -2,751 -9%
PFA
165
Pinnacle Family Advisors
Missouri
$1.96M +$2.11M +27,023 New
BCM
166
Barden Capital Management
Texas
$1.94M +$120K +1,533 +6%
GVAG
167
Great Valley Advisor Group
Delaware
$1.94M +$131K +1,673 +7%
BBW
168
Blue Barn Wealth
Utah
$1.92M +$107K +1,373 +5%
CA
169
Calton & Associates
Florida
$1.91M +$101K +1,288 +5%
PIFP
170
Partners in Financial Planning
Virginia
$1.89M -$292K -3,738 -13%
CPIG
171
Chicago Partners Investment Group
Illinois
$1.89M +$8.67K +111 +0.5%
HHRDM
172
H&H Retirement Design & Management
Nevada
$1.88M -$376K -4,811 -17%
SWA
173
Stratos Wealth Advisors
Ohio
$1.86M +$77.1K +987 +4%
CWM
174
Connecticut Wealth Management
Connecticut
$1.75M
CWA
175
CM Wealth Advisors
Ohio
$1.75M +$1.88M +24,130 New