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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
276
BIP Wealth
Georgia
$225K +$230K +2,802 New
EFG
277
Embree Financial Group
Illinois
$221K -$5.09K -62 -2%
AWM
278
Aviso Wealth Management
Washington
$221K -$18.8K -229 -8%
ST
279
Somerset Trust
Pennsylvania
$219K
CFG
280
CMC Financial Group
Georgia
$218K +$223K +2,720 New
GA
281
Goldstein Advisors
Wisconsin
$217K +$411 +5 +0.2%
HI
282
Harbour Investments
Wisconsin
$217K +$246 +3 +0.1%
VW
283
Vance Wealth
California
$216K +$3.78K +46 +2%
MSAM
284
Moloney Securities Asset Management
Missouri
$215K -$38.5K -468 -15%
AP
285
Appleton Partners
Massachusetts
$214K -$10.7K -130 -5%
WWM
286
Western Wealth Management
Colorado
$214K +$219K +2,665 New
Baird Financial Group
287
Baird Financial Group
Wisconsin
$212K +$217K +2,640 New
AQR Capital Management
288
AQR Capital Management
Connecticut
$207K +$212K +2,575 New
DS
289
DRW Securities
Illinois
$204K
SG
290
StoneX Group
New York
$201K -$15K -183 -7%
NA
291
Note Advisors
New York
$200K +$205K +2,495 New
WSFS
292
Wilmington Savings Fund Society
Delaware
$198K +$201K +2,450 +11,667%
PNC Financial Services Group
293
PNC Financial Services Group
Pennsylvania
$189K
DFA
294
DHJJ Financial Advisors
Illinois
$183K
TCM
295
Tradewinds Capital Management
Washington
$183K +$1.07K +13 +0.6%
CFGS
296
Concourse Financial Group Securities
Alabama
$175K -$20.5K -249 -11%
S
297
Sachetta
Massachusetts
$165K +$1.56K +19 +0.9%
HNB
298
Huntington National Bank
Ohio
$160K
IHWM
299
Iron Horse Wealth Management
Iowa
$153K -$2.63K -32 -2%
PB
300
Pinnacle Bancorp
Nebraska
$130K +$64.2K +782 +93%