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State Street SPDR S&P 600 Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPA
201
Old Port Advisors
Maine
$548K -$14.6K -246 -3%
IFG
202
Independent Financial Group
California
$542K +$36.2K +610 +8%
PA
203
Pinnacle Associates
New York
$538K -$19.3K -324 -4%
MHIC
204
Marble Harbor Investment Counsel
Massachusetts
$530K +$89.1K +1,500 +23%
AIC
205
Ameritas Investment Company
Nebraska
$525K +$29.2K +492 +7%
M&T Bank
206
M&T Bank
New York
$519K
WS
207
Wedbush Securities
California
$516K +$463K +7,800 New
OCM
208
One Capital Management
California
$496K +$654 +11 +0.1%
PWMAG
209
Pinnacle Wealth Management Advisory Group
New Jersey
$494K -$19.3K -325 -4%
CA
210
Centerpoint Advisors
Massachusetts
$475K
TYCC
211
Texas Yale Capital Corp
Florida
$468K
JFA
212
Johanson Financial Advisors
California
$465K +$9.63K +162 +2%
APWM
213
Atlas Private Wealth Management
New York
$464K
SPC
214
Sigma Planning Corp
Michigan
$457K +$5.53K +93 +1%
KAS
215
Kestra Advisory Services
Texas
$455K +$405K +6,808 +8,009%
Principal Financial Group
216
Principal Financial Group
Iowa
$452K -$32.1K -540 -7%
DSC
217
Duncker Streett & Co
Missouri
$450K +$41.7K +702 +12%
EFG
218
Everhart Financial Group
Ohio
$445K +$399K +6,715 New
WIC
219
Whitegate Investment Counselors
New Hampshire
$418K -$1.49K -25 -0.4%
HFS
220
Howard Financial Services
Texas
$387K -$104K -1,745 -23%
IAN
221
Integrated Advisors Network
Texas
$382K -$41.4K -696 -11%
DAS
222
Dynamic Advisor Solutions
Arizona
$376K +$338K +5,680 New
NFG
223
Next Financial Group
Texas
$375K -$86.1K -1,449 -20%
PB
224
Pinnacle Bancorp
Nebraska
$373K -$7.9K -133 -2%
PWA
225
Physician Wealth Advisors
Utah
$372K +$35.1K +591 +14%