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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
301
Rockefeller Capital Management
New York
$127K +$20.5K +233 +18%
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$118K +$31.8K +361 +35%
AF
303
Advisornet Financial
Minnesota
$118K +$8.38K +95 +7%
LBC
304
Lowe Brockenbrough & Co
Virginia
$94.2K – – –
NWM
305
Nova Wealth Management
Florida
$94K +$10.8K +122 +13%
CFD
306
Creative Financial Designs
Indiana
$92.8K -$2.65K -30 -3%
TVWM
307
Tower View Wealth Management
Wisconsin
$84.1K +$353 +4 +0.4%
TAM
308
Tucker Asset Management
Colorado
$80.7K -$9.7K -110 -10%
MCP
309
Miller Capital Partners
Michigan
$65.3K – – –
TF
310
Tompkins Financial
New York
$63.5K +$65.4K +742 +18,550%
AP
311
Atwood & Palmer
Missouri
$63.3K +$353 +4 +0.5%
ST
312
Smithfield Trust
Pennsylvania
$60K – – –
BWA
313
Basecamp Wealth Advisors
Washington
$55K +$57K +646 New
JGIA
314
Jackson Grant Investment Advisers
Connecticut
$54.2K +$264 +3 +0.5%
CA
315
CoreCap Advisors
Michigan
$52.1K -$21.2K -241 -28%
US Bancorp
316
US Bancorp
Minnesota
$51.4K -$441 -5 -0.8%
UB
317
UMB Bank
Missouri
$49.3K – – –
GJIA
318
Glass Jacobson Investment Advisors
Maryland
$46K +$7.49K +85 +19%
BA
319
Ballast Advisors
Minnesota
$45.2K – – –
AssetMark Inc
320
AssetMark Inc
California
$45K -$126K -1,429 -73%
PWMA
321
Pension & Wealth Management Advisors
Massachusetts
$42.9K – – –
JWA
322
JFS Wealth Advisors
Pennsylvania
$41.3K +$176 +2 +0.4%
MEG
323
Millstone Evans Group
Colorado
$38.5K – – –
AG
324
AmeriFlex Group
Nevada
$37K – – –
PB
325
Pinnacle Bancorp
Nebraska
$33.4K -$4.85K -55 -12%