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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
226
Csenge Advisory Group
Florida
$414K -$4.67K -53 -1%
KFP
227
KMG Fiduciary Partners
Ohio
$413K
VAG
228
VisionPoint Advisory Group
Texas
$412K +$38.8K +440 +10%
CWA
229
Centennial Wealth Advisory
Michigan
$406K -$5.55K -63 -1%
TW
230
Tempo Wealth
Ohio
$398K +$1.76K +20 +0.4%
TVPW
231
Third View Private Wealth
Connecticut
$391K -$51.9K -589 -11%
LWM
232
LongView Wealth Management
Georgia
$386K -$83.6K -948 -18%
AC
233
Avant Capital
Louisiana
$371K -$17.2K -195 -4%
FWP
234
Falcon Wealth Planning
California
$361K -$21.2K -241 -5%
AWA
235
Acorn Wealth Advisors
Michigan
$360K +$1.32K +15 +0.4%
TAP
236
Tounjian Advisory Partners
Florida
$358K -$1.23K -14 -0.3%
KW
237
KWB Wealth
California
$349K
MWPCG
238
Measured Wealth Private Client Group
New Hampshire
$348K -$8.02K -91 -2%
PMG
239
ProVise Management Group
Florida
$347K -$2.2K -25 -0.6%
RCAG
240
Rehmann Capital Advisory Group
Michigan
$342K -$2.03K -23 -0.6%
OFS
241
OneAscent Financial Services
Alabama
$342K +$354K +4,016 New
AR
242
Apeiron RIA
Texas
$337K -$3.62K -41 -1%
William Blair & Company
243
William Blair & Company
Illinois
$336K +$118K +1,341 +51%
IWA
244
Inspirion Wealth Advisors
Illinois
$335K
SM
245
Sensible Money
Arizona
$329K -$94.2K -1,068 -22%
P
246
&Partners
Tennessee
$324K -$48.1K -546 -13%
CCM
247
Condor Capital Management
New Jersey
$323K -$55.9K -634 -14%
MWM
248
Mission Wealth Management
California
$321K +$332K +3,766 New
CSW
249
Cogent Strategic Wealth
Illinois
$317K +$8.73K +99 +3%
CA
250
Centerpoint Advisors
Massachusetts
$310K -$11.9K -135 -4%