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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
251
Bill Few Associates
Pennsylvania
$202K +$200K +3,119 New
CAGAS
252
Capital Advisory Group Advisory Services
Minnesota
$190K -$38.5K -600 -17%
William Blair & Company
253
William Blair & Company
Illinois
$175K +$4.11K +64 +2%
CAL
254
Capital Analysts LLC
Pennsylvania
$171K +$110K +1,719 +185%
IHWM
255
Iron Horse Wealth Management
Iowa
$159K +$135K +2,101 +582%
AssetMark Inc
256
AssetMark Inc
California
$143K +$130K +2,022 +1,087%
BAM
257
Belpointe Asset Management
Nevada
$127K +$126K +1,963 New
BCWM
258
Bartlett & Co Wealth Management
Ohio
$96.2K +$88.7K +1,382 +1,316%
BC
259
Bartlett & Co
Ohio
$96K +$88.7K +1,382 +1,316%
MPCL
260
My Personal CFO LLC
Washington
$81.6K +$64 +1 New
Fidelity Investments
261
Fidelity Investments
Massachusetts
$71.3K -$78.5K -1,223 -53%
CHA
262
Carmichael Hill & Associates
Maryland
$68.6K
AF
263
Advisornet Financial
Minnesota
$66.4K
CFD
264
Creative Financial Designs
Indiana
$55.7K
UB
265
UMB Bank
Missouri
$55K
CA
266
CoreCap Advisors
Michigan
$52.7K +$52.2K +814 New
EWM
267
EPG Wealth Management
Georgia
$52.6K +$257 +4 +0.5%
CPG
268
Cornerstone Planning Group
New Jersey
$49K +$46.2K +720 New
FWA
269
Freedom Wealth Alliance
Wisconsin
$48.9K +$48.5K +756 New
ST
270
Smithfield Trust
Pennsylvania
$45K
CIAS
271
Capital Investment Advisory Services
North Carolina
$41.7K -$257 -4 -0.6%
MCC
272
Money Concepts Capital
Florida
$41.7K +$449 +7 +1%
EK
273
Evensky & Katz
Florida
$39K +$38.7K +603 New
JGIA
274
Jackson Grant Investment Advisers
Connecticut
$38.8K +$193 +3 +0.5%
BA
275
Ballast Advisors
Minnesota
$34.4K