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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
226
Strategic Financial Concepts
Texas
$251K +$260K +3,794 New
FFN
227
Focus Financial Network
Minnesota
$241K -$13.9K -202 -5%
SDWMA
228
Schneider Downs Wealth Management Advisors
Pennsylvania
$241K
AO
229
Advisor OS
Illinois
$240K -$49.6K -722 -17%
PCA
230
Prosperity Capital Advisors
Ohio
$237K +$27.5K +400 +13%
FAIM
231
Financial Advocates Investment Management
Washington
$233K -$12.8K -186 -5%
SS
232
Simplicity Solutions
Minnesota
$230K +$239K +3,480 New
WCM
233
Wealthcare Capital Management
Virginia
$228K +$237K +3,452 New
DWT
234
Dorsey & Whitney Trust
South Dakota
$221K
JMPWA
235
JP Morgan Private Wealth Advisors
California
$215K +$224K +3,260 New
VW
236
Vance Wealth
California
$215K
M&T Bank
237
M&T Bank
New York
$214K
HI
238
Harbour Investments
Wisconsin
$209K -$57K -830 -21%
BFA
239
Bill Few Associates
Pennsylvania
$206K
TCM
240
Tradewinds Capital Management
Washington
$200K -$10.7M -155,315 -98%
IAIM
241
International Assets Investment Management
Florida
$182K +$189K +2,759 New
WP
242
WealthPLAN Partners
Nebraska
$175K +$182K +2,646 New
IHWM
243
Iron Horse Wealth Management
Iowa
$163K
CAL
244
Capital Analysts LLC
Pennsylvania
$157K -$18.5K -270 -10%
BCWM
245
Bartlett & Co Wealth Management
Ohio
$98.5K +$206 +3 +0.2%
BC
246
Bartlett & Co
Ohio
$98K +$206 +3 +0.2%
Qube Research & Technologies (QRT)
247
Qube Research & Technologies (QRT)
United Kingdom
$93K +$96.6K +1,407 New
Fidelity Investments
248
Fidelity Investments
Massachusetts
$91.9K +$19.8K +289 +26%
CHA
249
Carmichael Hill & Associates
Maryland
$70K
AF
250
Advisornet Financial
Minnesota
$67.8K