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

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
301
Capital Investment Advisory Services
North Carolina
$41.2K +$10.6K +161 +40%
BA
302
Ballast Advisors
Minnesota
$39K – – –
PWMA
303
Pension & Wealth Management Advisors
Massachusetts
$37K +$33.3K +504 New
RFS
304
Richardson Financial Services
Massachusetts
$35.1K +$31.7K +479 New
JWA
305
JFS Wealth Advisors
Pennsylvania
$34.1K +$132 +2 +0.4%
PGAM
306
Princeton Global Asset Management
New Jersey
$32.6K +$132 +2 +0.5%
PA
307
PSI Advisors
Florida
$31.5K +$198 +3 +0.7%
BCMLT
308
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.4K – – –
CJ
309
Caitlin John
Michigan
$24.2K +$21.8K +330 New
SS
310
Sunbelt Securities
Texas
$22.8K – – –
FRA
311
Front Row Advisors
California
$22K – – –
KFI
312
Key Financial Inc
Pennsylvania
$20.1K – – –
NS
313
NBC Securities
Alabama
$19K -$364K -5,499 -95%
FCT
314
Family Capital Trust
Massachusetts
$18.4K – – –
BWP
315
Baldwin Wealth Partners
Massachusetts
$18.1K +$16.3K +246 New
OHWP
316
Oak Harbor Wealth Partners
North Carolina
$17.1K – – –
MCM
317
Manchester Capital Management
Vermont
$16.7K – – –
OSAM
318
O'Shaughnessy Asset Management
Connecticut
$16.6K – – –
ASN
319
Advisory Services Network
Georgia
$15.8K +$14.2K +215 New
TCM
320
TD Capital Management
Tennessee
$15.5K +$66 +1 +0.5%
CTWM
321
Cherry Tree Wealth Management
Minnesota
$15.3K – – –
PB
322
Pinnacle Bancorp
Nebraska
$15.2K -$96.3K -1,456 -88%
TFGT
323
TS Financial Group (TSFG)
Illinois
$15K – – –
GJIA
324
Glass Jacobson Investment Advisors
Maryland
$14.8K – – –
AA
325
Ancora Advisors
Ohio
$14.7K -$6.61K -100 -33%
11 12
13
14 15