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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZS
226
Zenith Solutions
Pennsylvania
$454K +$436K +4,787 New
TW
227
Tempo Wealth
Ohio
$445K +$1.91K +21 +0.4%
CWA
228
Centennial Wealth Advisory
Michigan
$445K -$7.37K -81 -2%
RPGK
229
Retirement Planning Group (Kansas)
Kansas
$444K +$135K +1,481 +46%
FA
230
Flagstar Advisors
New York
$440K -$50.6K -556 -11%
FIM
231
Freedom Investment Management
Connecticut
$438K -$288K -3,167 -41%
TVPW
232
Third View Private Wealth
Connecticut
$419K -$15.8K -174 -4%
AAS
233
Ameritas Advisory Services
Nebraska
$412K +$136K +1,498 +53%
AC
234
Avant Capital
Louisiana
$409K -$4K -44 -1%
SG
235
StoneX Group
New York
$405K +$163K +1,790 +70%
AF
236
Allworth Financial
California
$396K -$758K -8,332 -67%
OFS
237
OneAscent Financial Services
Alabama
$382K +$1.27K +14 +0.3%
MWPCG
238
Measured Wealth Private Client Group
New Hampshire
$380K -$7.64K -84 -2%
PMG
239
ProVise Management Group
Florida
$378K -$8.83K -97 -2%
AWA
240
Acorn Wealth Advisors
Michigan
$376K -$24.2K -266 -6%
RCAG
241
Rehmann Capital Advisory Group
Michigan
$375K -$6.37K -70 -2%
William Blair & Company
242
William Blair & Company
Illinois
$375K
IWA
243
Inspirion Wealth Advisors
Illinois
$371K
KW
244
KWB Wealth
California
$369K -$21.7K -239 -6%
SM
245
Sensible Money
Arizona
$367K
AR
246
Apeiron RIA
Texas
$366K -$9.1K -100 -3%
CCM
247
Condor Capital Management
New Jersey
$347K -$12.7K -140 -4%
SDWMA
248
Schneider Downs Wealth Management Advisors
Pennsylvania
$322K
MCM
249
MidAtlantic Capital Management
Virginia
$321K
GA
250
Goldstein Advisors
Wisconsin
$308K