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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
226
Acorn Wealth Advisors
Michigan
$350K -$19K -231 -5%
IWA
227
Inspirion Wealth Advisors
Illinois
$343K +$29.6K +360 +9%
MWPCG
228
Measured Wealth Private Client Group
New Hampshire
$332K +$165 +2 +0.1%
RCAG
229
Rehmann Capital Advisory Group
Michigan
$332K +$412 +5 +0.1%
AR
230
Apeiron RIA
Texas
$328K -$26.1K -317 -7%
WAG
231
Wallace Advisory Group
California
$319K -$19K -231 -5%
CA
232
Centerpoint Advisors
Massachusetts
$315K
AAS
233
Ameritas Advisory Services
Nebraska
$311K -$66.2K -804 -18%
CC
234
Cultivar Capital
Texas
$290K +$287K +3,480 New
QWM
235
Quadcap Wealth Management
Texas
$288K
SDWMA
236
Schneider Downs Wealth Management Advisors
Pennsylvania
$283K
KPWS
237
Kestra Private Wealth Services
Texas
$276K -$21.1K -256 -7%
IWC
238
Integrated Wealth Concepts
Massachusetts
$275K -$5.52K -67 -2%
AWA
239
Alta Wealth Advisors
Massachusetts
$272K -$10.5K -127 -4%
GA
240
Goldstein Advisors
Wisconsin
$271K
KPWM
241
KDK Private Wealth Management
Texas
$268K -$2.22K -27 -0.8%
RPGK
242
Retirement Planning Group (Kansas)
Kansas
$267K
Bank of New York Mellon
243
Bank of New York Mellon
New York
$267K -$112K -1,358 -30%
SIAS
244
Summit Investment Advisory Services
Minnesota
$267K -$14K -170 -5%
PA
245
Persium Advisors
Georgia
$265K
PIA
246
Perennial Investment Advisors
California
$260K -$180K -2,180 -41%
DC
247
Destiny Capital
Colorado
$259K
NAM
248
NTV Asset Management
West Virginia
$258K
BFA
249
Beaumont Financial Advisors
Massachusetts
$257K
VAG
250
VisionPoint Advisory Group
Texas
$257K +$254K +3,080 New