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State Street SPDR US Small Cap Low Volatility Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$245K -$140K -1,271 -35%
WFAG
52
Worth Financial Advisory Group
North Carolina
$243K +$15.9K +145 +7%
CA
53
Cetera Advisors
Colorado
$227K
HNWAG
54
High Net Worth Advisory Group
Florida
$225K -$6.04K -55 -3%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$207K +$217K +1,973 New
RJFSA
56
Raymond James Financial Services Advisors
Florida
$201K -$393K -3,580 -65%
SWA
57
SOA Wealth Advisors
New York
$138K
BAM
58
Belpointe Asset Management
Nevada
$67.5K -$25.2K -229 -26%
IA
59
IFP Advisors
Florida
$57.1K +$66.6K +606 New
SWM
60
Spire Wealth Management
Virginia
$36.9K +$38.6K +351 New
DWMG
61
DB Wealth Management Group
California
$32.5K +$220 +2 +0.6%
SPIA
62
Steward Partners Investment Advisory
New York
$28.4K -$2.75K -25 -8%
WP
63
WealthShield Partners
North Carolina
$21K +$22K +200 New
VNA
64
Valley National Advisers
Pennsylvania
$20K
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$16.2K +$16.9K +154 New
Fidelity Investments
66
Fidelity Investments
Massachusetts
$16.1K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$16K
LWP
68
Lumature Wealth Partners
Georgia
$14.9K
ADL
69
Asset Dedication LLC
California
$14K
BWL
70
Bogart Wealth LLC
Virginia
$10.3K
HI
71
Harbour Investments
Wisconsin
$6.52K
WWM
72
Wolff Wiese Magana
California
$6.1K
SS
73
Sunbelt Securities
Texas
$1.04K +$1.1K +10 New
Wells Fargo
74
Wells Fargo
California
$50 -$110 -1 Closed
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
-$276K -2,546 Closed