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State Street SPDR S&P 600 Small Cap Value ETF
SLYV

Name Holding Trade Value Shares
Change 		Change in
Stake
IAP
151
Indie Asset Partners
Indiana
$2.75M -$37.7K -422 -1%
GIA
152
Gladstone Institutional Advisory
Florida
$2.7M -$132K -1,481 -5%
GVAG
153
Great Valley Advisor Group
Delaware
$2.65M +$195K +2,178 +8%
EWA
154
EP Wealth Advisors
California
$2.58M +$2M +22,428 +314%
DWM
155
Diversify Wealth Management
Utah
$2.56M -$64.7K -724 -2%
HC
156
Hamilton Capital
Ohio
$2.54M +$276K +3,088 +12%
KNFPWM
157
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.47M -$348K -3,900 -12%
FWI
158
Facet Wealth Inc
Maryland
$2.42M -$2.66M -29,750 -52%
KAS
159
Kestra Advisory Services
Texas
$2.4M +$50.2K +562 +2%
TRCT
160
Tower Research Capital (TRC)
New York
$2.34M +$2.39M +26,765 New
FSWA
161
Financial Synergies Wealth Advisors
Texas
$2.3M -$42.9K -480 -2%
MCM
162
MAI Capital Management
Ohio
$2.29M +$4.91K +55 +0.2%
FFN
163
Focus Financial Network
Minnesota
$2.26M -$220K -2,464 -9%
RWM
164
Rialto Wealth Management
New York
$2.25M +$2.3M +25,771 New
CW
165
CreativeOne Wealth
Kansas
$2.24M +$469K +5,252 +26%
KWA
166
Kingswood Wealth Advisors
California
$2.24M +$2.29M +25,648 New
MA
167
Mutual Advisors
Nebraska
$2.23M -$2.86K -32 -0.1%
PIFP
168
Partners in Financial Planning
Virginia
$2.23M +$58.9K +659 +3%
PSF
169
Pacific Sun Financial
California
$2.17M -$50K -560 -2%
IAA
170
Independent Advisor Alliance
North Carolina
$2.16M +$1.97M +22,014 +809%
EFL
171
ERn Financial LLC
Wisconsin
$2.14M -$87.4K -978 -4%
MWP
172
Meredith Wealth Planning
Illinois
$2.13M +$54.9K +614 +3%
LJAC
173
L.J. Altfest & Co
New York
$2.13M +$66.7K +747 +3%
CWA
174
CM Wealth Advisors
Ohio
$2.11M – – –
IWA
175
Inspirion Wealth Advisors
Illinois
$2.08M +$184K +2,054 +9%
5 6
7
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