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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
226
ProVise Management Group
Florida
$381K
MWA
227
Motive Wealth Advisors
Michigan
$371K +$134K +1,765 +61%
CCM
228
Condor Capital Management
New Jersey
$369K +$1.51K +20 +0.4%
FWP
229
Falcon Wealth Planning
California
$369K -$149K -1,968 -30%
FF
230
Friday Financial
Iowa
$362K -$27.5K -363 -7%
Bank of New York Mellon
231
Bank of New York Mellon
New York
$362K -$3.86K -51 -1%
AAS
232
Ameritas Advisory Services
Nebraska
$360K +$18.7K +247 +6%
AC
233
Avant Capital
Louisiana
$359K +$1.29K +17 +0.4%
AL
234
ACAS LLC
California
$356K -$27.1K -358 -8%
AWA
235
Acorn Wealth Advisors
Michigan
$352K +$28.3K +374 +9%
RIM
236
Redwood Investment Management
Arizona
$346K +$330K +4,357 New
AR
237
Apeiron RIA
Texas
$342K -$14.7K -194 -4%
OBWG
238
Onyx Bridge Wealth Group
New York
$339K -$127K -1,671 -28%
CWA
239
Centennial Wealth Advisory
Michigan
$337K -$11.8K -156 -4%
Brown Advisory
240
Brown Advisory
Maryland
$336K -$19.1K -252 -6%
WAG
241
Wallace Advisory Group
California
$327K -$11.7K -155 -4%
MWPCG
242
Measured Wealth Private Client Group
New Hampshire
$316K -$151 -2 -0.1%
RCAG
243
Rehmann Capital Advisory Group
Michigan
$316K +$2.65K +35 +0.9%
IWA
244
Inspirion Wealth Advisors
Illinois
$314K -$27.3K -360 -8%
CAGAS
245
Capital Advisory Group Advisory Services
Minnesota
$303K -$26.4K -348 -8%
CA
246
Centerpoint Advisors
Massachusetts
$300K -$11.4K -150 -4%
DWM
247
Drive Wealth Management
Utah
$283K -$17.8K -235 -6%
KPWS
248
Kestra Private Wealth Services
Texas
$283K +$67.8K +896 +34%
TRCT
249
Tower Research Capital (TRC)
New York
$281K -$812K -10,725 -75%
GWM
250
Gibbs Wealth Management
Georgia
$276K +$54.4K +719 +26%