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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
251
Baystate Wealth Management
Massachusetts
$7K +$66 +1 +0.9%
VVP
252
Venture Visionary Partners
Ohio
$6.35K +$6.88K +105 New
PFA
253
Professional Financial Advisors
Nebraska
$6K
KA
254
Kozak & Associates
Colorado
$5K -$66 -1 -1%
GI
255
Gradient Investments
Minnesota
$5K
RDIA
256
RE Dickinson Investment Advisors
Iowa
$5K
SAM
257
Strategic Asset Management
Minnesota
$5K +$66 +1 +1%
AIP
258
Ahrens Investment Partners
Louisiana
$4K
MAM
259
Meeder Asset Management
Ohio
$3K
ACA
260
Aptus Capital Advisors
Alabama
$3K +$2.82K +43 New
LWP
261
Lumature Wealth Partners
Georgia
$3K +$3.28K +50 New
GIA
262
Goodwin Investment Advisory
Georgia
$2.06K -$11K -168 -83%
CMA
263
Cedar Mountain Advisors
Oregon
$2K
MPCG
264
Matrix Private Capital Group
New York
$2K
PWM
265
Prentice Wealth Management
New York
$2K +$1.97K +30 New
FMP
266
Financial Management Professionals
Texas
$1K
TF
267
Tompkins Financial
New York
$1K
Citigroup
268
Citigroup
New York
$1K +$590 +9 +900%
BCWM
269
Bartlett & Co Wealth Management
Ohio
$61
OPS
270
Orion Portfolio Solutions
Nebraska
-$48.8M -693,897 Closed
CFG
271
CMC Financial Group
Georgia
-$10.3M -154,661 Closed
CAN
272
Claraphi Advisory Network
United States
-$8.03M -114,090 Closed
BFA
273
BMS Financial Advisors
South Dakota
-$6.18M -87,857 Closed
AWM
274
AE Wealth Management
Kansas
-$6.13M -87,112 Closed
SWM
275
SigFig Wealth Management
California
-$1.19M -70,865 Closed