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State Street SPDR US Small Cap Low Volatility Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFP Advisors
76
IFP Advisors
Florida
$166K – – –
O'Shaughnessy Asset Management
77
O'Shaughnessy Asset Management
Connecticut
$138K +$59.1K +400 +83%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$54.1K – – –
Sage Mountain Advisors
79
Sage Mountain Advisors
Georgia
$53.5K -$16.5K -112 -25%
MWA
80
Medallion Wealth Advisors
Connecticut
$39.3K – – –
Capital Analysts LLC
81
Capital Analysts LLC
Pennsylvania
$38K +$295 +2 +0.8%
AssetMark Inc
82
AssetMark Inc
California
$37.6K – – –
Fidelity Investments
83
Fidelity Investments
Massachusetts
$37.5K +$5.17K +35 +17%
US Bancorp
84
US Bancorp
Minnesota
$36.7K – – –
IAIM
85
International Assets Investment Management
Florida
$31.7K – – –
Valley National Advisers
86
Valley National Advisers
Pennsylvania
$30.1K – – –
T
87
Tidemark
California
$25.5K – – –
WCM
88
Winthrop Capital Management
Indiana
$22K – – –
VWM
89
Vermillion Wealth Management
Minnesota
$20.4K +$148 +1 +0.8%
NEWAS
90
N.E.W. Advisory Services
Wisconsin
$18.3K +$148 +1 +0.9%
Capital Investment Advisory Services
91
Capital Investment Advisory Services
North Carolina
$17.9K – – –
NBC Securities
92
NBC Securities
Alabama
$17.3K – – –
1L
93
10Elms LLP
Oklahoma
$14.3K +$8.27K +56 +160%
Bogart Wealth LLC
94
Bogart Wealth LLC
Virginia
$11.6K – – –
Vanguard Advisers Inc
95
Vanguard Advisers Inc
Pennsylvania
$11.4K – – –
SWA
96
SOA Wealth Advisors
New York
$11.1K +$148 +1 +1%
Farther Finance Advisors
97
Farther Finance Advisors
California
$9.28K – – –
Spire Wealth Management
98
Spire Wealth Management
Virginia
$5.82K – – –
AE Wealth Management
99
AE Wealth Management
Kansas
$3.3K -$3.84K -26 -55%
Wells Fargo
100
Wells Fargo
California
$124 +$148 +1 New