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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Accurate Wealth Management
Florida
$6.78K +$6.42K +100 New
KA
302
Kozak & Associates
Colorado
$6K – – –
RDIA
303
RE Dickinson Investment Advisors
Iowa
$5K – – –
GI
304
Gradient Investments
Minnesota
$4.98K – – –
NA
305
NewEdge Advisors
Louisiana
$2.9K +$77.1K +1,201 +22%
MRCM
306
M&R Capital Management
New Jersey
$2.72K +$2.7K +42 New
CMA
307
Cedar Mountain Advisors
Oregon
$1.81K – – –
MPCG
308
Matrix Private Capital Group
New York
$1.62K – – –
RWPA
309
Richard W. Paul & Associates
Michigan
$1.04K +$1.03K +16 New
FMP
310
Financial Management Professionals
Texas
$1K – – –
TF
311
Tompkins Financial
New York
$1K – – –
BlackRock
312
BlackRock
New York
$706 – – –
Citigroup
313
Citigroup
New York
$582 +$578 +9 New
PWM
314
Provident Wealth Management
Tennessee
$65 – – –
PPW
315
Parcion Private Wealth
Washington
– -$6.82M -117,907 Closed
EWM
316
Executive Wealth Management
Michigan
– -$5.5M -5,497 Closed
SOS
317
Silver Oak Securities
Tennessee
– -$321K -4,954 Closed
Qube Research & Technologies (QRT)
318
Qube Research & Technologies (QRT)
United Kingdom
– -$78K -1,343 Closed
AIP
319
Almanack Investment Partners
Pennsylvania
– -$42K -718 Closed
SWM
320
Selective Wealth Management
Virginia
– -$38K -665 Closed
IAMOG
321
Investors Asset Management of Georgia
Georgia
– -$35K -612 Closed
BTI
322
Blue Trust Inc
Georgia
– -$24K -400 Closed
BWA
323
BDO Wealth Advisors
Florida
– -$14K -235 Closed
JWBC
324
John W. Brooker & Co
California
– -$12K -210 Closed
CAAS
325
Capital Asset Advisory Services
Michigan
– -$9K -154 Closed