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State Street SPDR S&P 400 Mid Cap Value ETF
MDYV

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
251
Breachway Investments
Rhode Island
$305K – – –
WAG
252
Wallace Advisory Group
California
$304K -$10.2K -112 -3%
PA
253
Persium Advisors
Georgia
$301K – – –
CA
254
Centerpoint Advisors
Massachusetts
$293K -$50.2K -552 -15%
BFA
255
Beaumont Financial Advisors
Massachusetts
$292K – – –
WI
256
WrapManager Inc
California
$292K -$546 -6 -0.2%
DC
257
Destiny Capital
Colorado
$289K -$1.64K -18 -0.6%
BPA
258
Beacon Pointe Advisors
California
$288K +$276K +3,034 New
QWM
259
Quadcap Wealth Management
Texas
$287K – – –
LWM
260
LongView Wealth Management
Georgia
$287K -$118K -1,297 -30%
KPWM
261
KDK Private Wealth Management
Texas
$280K -$4.37K -48 -2%
SEIA
262
Signature Estate & Investment Advisors
California
$280K -$36.8K -404 -12%
JGCM
263
Joseph Group Capital Management
Ohio
$278K -$38.9K -427 -13%
OKSA
264
O'Keefe Stevens Advisory
New York
$277K – – –
RWM
265
Rockwood Wealth Management
Pennsylvania
$275K +$264K +2,901 New
AWA
266
Arkadios Wealth Advisors
Georgia
$275K -$7.28K -80 -3%
PIA
267
Perennial Investment Advisors
California
$272K +$37.4K +411 +17%
SIAS
268
Summit Investment Advisory Services
Minnesota
$270K -$5.46K -60 -2%
CWM
269
Cornerstone Wealth Management
Missouri
$267K -$728 -8 -0.3%
CFG
270
Certior Financial Group
Pennsylvania
$255K -$546 -6 -0.2%
CIAS
271
Capital Investment Advisory Services
North Carolina
$253K -$637 -7 -0.3%
CP
272
Cornerstone Planning
North Carolina
$247K -$5.19K -57 -2%
DM
273
Diversified Management
Wisconsin
$245K +$182 +2 +0.1%
GAB
274
German American Bancorp
Indiana
$243K – – –
UFAC
275
Urban Financial Advisory Corp
Illinois
$241K -$28.2K -310 -11%
9 10
11
12 13