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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DSC
201
Duncker Streett & Co
Missouri
$299K +$71K +1,551 +34%
TFA
202
Tobias Financial Advisors
Florida
$289K -$471K -10,275 -64%
LNC
203
Lincoln National Corp
Pennsylvania
$288K -$239K -5,216 -47%
WWM
204
WT Wealth Management
Arizona
$282K +$137 +3 +0.1%
MHIC
205
Marble Harbor Investment Counsel
Massachusetts
$270K
FAT
206
First American Trust
California
$261K -$3.91M -85,259 -94%
SAM
207
Silvercrest Asset Management
New York
$239K -$9.16K -200 -4%
Millennium Management
208
Millennium Management
New York
$238K +$222K +4,849 New
PWA
209
Physician Wealth Advisors
Utah
$236K +$198K +4,333 New
WP
210
WealthSource Partners
California
$236K +$220K +4,803 New
CA
211
Cetera Advisors
Colorado
$233K +$217K +4,736 New
TIM
212
Thompson Investment Management
Wisconsin
$230K +$214K +4,680 New
PFA
213
Pure Financial Advisors
California
$225K +$210K +4,588 New
EIA
214
Eldridge Investment Advisors
New Hampshire
$219K +$205K +4,465 New
BFM
215
Broadview Financial Management
Wisconsin
$215K +$200K +4,370 New
HighTower Advisors
216
HighTower Advisors
Illinois
$214K -$409K -8,924 -67%
IWM
217
IHT Wealth Management
Illinois
$207K -$242K -5,273 -56%
PP
218
PrairieView Partners
Minnesota
$207K -$143K -3,127 -43%
M&T Bank
219
M&T Bank
New York
$207K +$193K +4,221 New
PP
220
PDS Planning
Ohio
$203K -$280K -6,107 -60%
IWP
221
IAG Wealth Partners
Wisconsin
$164K -$2.43K -53 -2%
VFA
222
Valeo Financial Advisors
Indiana
$163K +$147K +3,209 +2,815%
CFD
223
Creative Financial Designs
Indiana
$155K +$60.2K +1,314 +72%
BEI
224
Benjamin Edwards Inc
Missouri
$149K +$139K +3,029 New
CIAS
225
Capital Investment Advisory Services
North Carolina
$140K -$20.3K -443 -13%