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

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
276
B. Riley Wealth Advisors
Florida
– -$4.74M -67,319 Closed
CWA
277
Centennial Wealth Advisory
Michigan
– -$3.72M -52,823 Closed
AWS
278
Atria Wealth Solutions
New York
– -$3.13M -44,436 Closed
FIA
279
Foundations Investment Advisors
Arizona
– -$2.47M -35,853 Closed
CIC
280
Cornercap Investment Counsel
Georgia
– -$1.5M -21,359 Closed
AWM
281
Aries Wealth Management
Maine
– -$1.31M -18,568 Closed
AI
282
Atria Investments
North Carolina
– -$1.08M -15,373 Closed
SWM
283
Spire Wealth Management
Virginia
– -$867K -12,319 Closed
VCM
284
Virtue Capital Management
Tennessee
– -$722K -10,263 Closed
IWC
285
Integrated Wealth Concepts
Massachusetts
– -$671K -9,529 Closed
WEG
286
World Equity Group
Illinois
– -$632K -8,983 Closed
F
287
F3Logic
Minnesota
– -$588K -8,258 Closed
BAM
288
Belpointe Asset Management
Nevada
– -$574K -8,155 Closed
CAM
289
Concorde Asset Management
Michigan
– -$355K -5,037 Closed
WFA
290
Wipfli Financial Advisors
Wisconsin
– -$354K -5,026 Closed
AAS
291
Avantax Advisory Services
Texas
– -$330K -4,700 Closed
LA
292
Latitude Advisors
Florida
– -$290K -4,127 Closed
JMPWA
293
JP Morgan Private Wealth Advisors
California
– -$287K -4,072 Closed
TSS
294
Two Sigma Securities
New York
– -$260K -3,697 Closed
LSA
295
Lion Street Advisors
Texas
– -$230K -3,275 Closed
SS
296
Simplicity Solutions
Minnesota
– -$229K -3,251 Closed
HCWM
297
Harrison & Co Wealth Management
Virginia
– -$225K -3,198 Closed
GKWIM
298
Gerber Kawasaki Wealth & Investment Management
California
– -$222K -3,162 Closed
AG
299
Ascent Group
Virginia
– -$222K -3,155 Closed
LWAC
300
Laurel Wealth Advisors (California)
California
– -$220K -3,125 Closed
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