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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
226
Cypress Wealth Services
California
$289K
MWA
227
Motive Wealth Advisors
Michigan
$274K -$34.2K -466 -11%
NAM
228
NTV Asset Management
West Virginia
$272K -$14.7K -200 -5%
MSAM
229
Moloney Securities Asset Management
Missouri
$268K +$587 +8 +0.2%
SDWMA
230
Schneider Downs Wealth Management Advisors
Pennsylvania
$266K
SWM
231
Silverlake Wealth Management
Vermont
$262K -$27.7K -377 -9%
CWM
232
Cornerstone Wealth Management
Missouri
$259K -$30.2K -412 -10%
TWM
233
Trueblood Wealth Management
Ohio
$255K +$7.34K +100 +3%
CWA
234
Centennial Wealth Advisory
Michigan
$254K +$41.2K +561 +19%
QWM
235
Quadcap Wealth Management
Texas
$252K -$15K -204 -6%
IAA
236
Independent Advisor Alliance
North Carolina
$247K +$24.9K +339 +11%
RCAG
237
Rehmann Capital Advisory Group
Michigan
$246K +$4.11K +56 +2%
PTC
238
Private Trust Company
Ohio
$242K +$11K +150 +5%
AWM
239
Aviso Wealth Management
Washington
$241K -$49.5K -675 -17%
FA
240
Flagstar Advisors
New York
$234K +$514 +7 +0.2%
DC
241
Destiny Capital
Colorado
$233K -$15.4K -210 -6%
PCA
242
Prosperity Capital Advisors
Ohio
$233K -$56.4K -769 -19%
BFA
243
Beaumont Financial Advisors
Massachusetts
$233K -$14.4K -196 -6%
William Blair & Company
244
William Blair & Company
Illinois
$232K -$58.7K -800 -20%
EFS
245
Essex Financial Services
Connecticut
$230K
VT
246
Vise Technologies
New York
$221K +$222K +3,026 New
EFG
247
Embree Financial Group
Illinois
$213K -$17.8K -242 -8%
RWA
248
Redhawk Wealth Advisors
Minnesota
$209K +$954 +13 +0.5%
FPAS
249
Focus Partners Advisor Solutions
Missouri
$209K -$37.7K -514 -15%
HCC
250
Hirtle Callaghan & Co
Pennsylvania
$208K +$209K +2,854 New