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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
226
Independent Advisor Alliance
North Carolina
$369K -$3.47M -43,141 -90%
PMG
227
ProVise Management Group
Florida
$369K -$13.5K -168 -3%
CAG
228
Csenge Advisory Group
Florida
$368K -$159K -1,969 -28%
FPCP
229
Fort Point Capital Partners
California
$367K +$886 +11 +0.2%
WWM
230
Western Wealth Management
Colorado
$357K +$158K +1,964 +74%
CCM
231
Condor Capital Management
New Jersey
$357K +$161 +2 +0%
Bank of New York Mellon
232
Bank of New York Mellon
New York
$355K -$57.1K -709 -13%
WAG
233
Wallace Advisory Group
California
$353K -$11.1K -138 -3%
AC
234
Avant Capital
Louisiana
$347K -$81 -1 -0%
AR
235
Apeiron RIA
Texas
$347K -$2.9K -36 -0.8%
Brown Advisory
236
Brown Advisory
Maryland
$345K -$3.62K -45 -1%
AL
237
ACAS LLC
California
$345K -$36.1K -448 -9%
AAS
238
Ameritas Advisory Services
Nebraska
$344K +$2.17K +27 +0.6%
CWA
239
Centennial Wealth Advisory
Michigan
$338K -$1.08M -13,400 -75%
IWA
240
Inspirion Wealth Advisors
Illinois
$332K -$362K -4,500 -51%
CAGAS
241
Capital Advisory Group Advisory Services
Minnesota
$321K -$21.5K -267 -6%
FA
242
Flagstar Advisors
New York
$319K +$84.9K +1,054 +34%
AWA
243
Acorn Wealth Advisors
Michigan
$313K +$564 +7 +0.2%
MWPCG
244
Measured Wealth Private Client Group
New Hampshire
$307K -$242 -3 -0.1%
RCAG
245
Rehmann Capital Advisory Group
Michigan
$304K +$9.42K +117 +3%
CA
246
Centerpoint Advisors
Massachusetts
$302K
NG
247
Norden Group
Utah
$301K -$7.01K -87 -2%
DWM
248
Drive Wealth Management
Utah
$293K -$20.4K -253 -6%
JWCA
249
J.W. Cole Advisors
Florida
$288K -$81.4K -1,011 -21%
AQR Capital Management
250
AQR Capital Management
Connecticut
$275K +$79.6K +988 +38%