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

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
251
Schneider Downs Wealth Management Advisors
Pennsylvania
$287K – – –
KPWS
252
Kestra Private Wealth Services
Texas
$287K +$6.78K +81 +2%
MCM
253
MidAtlantic Capital Management
Virginia
$286K -$622K -7,432 -69%
JGCM
254
Joseph Group Capital Management
Ohio
$286K -$128K -1,532 -31%
GA
255
Goldstein Advisors
Wisconsin
$275K – – –
BI
256
Breachway Investments
Rhode Island
$272K +$269K +3,218 New
RPGK
257
Retirement Planning Group (Kansas)
Kansas
$271K – – –
PA
258
Persium Advisors
Georgia
$269K – – –
DC
259
Destiny Capital
Colorado
$262K -$419 -5 -0.2%
BFA
260
Beaumont Financial Advisors
Massachusetts
$261K – – –
AAS
261
Ameritas Advisory Services
Nebraska
$260K -$55.9K -668 -18%
KPWM
262
KDK Private Wealth Management
Texas
$259K -$12.9K -154 -5%
SCA
263
Snowden Capital Advisors
New York
$252K +$249K +2,980 New
GWM
264
Gibbs Wealth Management
Georgia
$251K -$9.13K -109 -4%
AWA
265
Alta Wealth Advisors
Massachusetts
$250K -$25.9K -309 -9%
SIAS
266
Summit Investment Advisory Services
Minnesota
$249K -$21.2K -253 -8%
CFG
267
Certior Financial Group
Pennsylvania
$245K +$586 +7 +0.2%
PIA
268
Perennial Investment Advisors
California
$243K -$21.1K -252 -8%
CWM
269
Cornerstone Wealth Management
Missouri
$240K -$12.4K -148 -5%
WWM
270
Western Wealth Management
Colorado
$236K +$10.4K +124 +5%
UFAC
271
Urban Financial Advisory Corp
Illinois
$235K +$1.09K +13 +0.5%
SG
272
StoneX Group
New York
$229K +$586 +7 +0.3%
RWA
273
Redhawk Wealth Advisors
Minnesota
$228K -$13.6K -163 -6%
CIAS
274
Capital Investment Advisory Services
North Carolina
$227K – – –
CP
275
Cornerstone Planning
North Carolina
$225K +$223K +2,661 New
9 10
11
12 13