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

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
326
Cherry Tree Wealth Management
Minnesota
$15.9K – – –
CA
327
Crewe Advisors
Utah
$15.4K +$14.6K +202 New
AA
328
Ancora Advisors
Ohio
$15.2K – – –
PB
329
Pinnacle Bancorp
Nebraska
$15.1K -$579 -8 -4%
BCMLT
330
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.4K -$15.7K -217 -53%
SMA
331
Sage Mountain Advisors
Georgia
$14.4K +$13.8K +190 New
CT
332
Clearstead Trust
Maine
$13.5K +$12.8K +177 New
SC
333
Stephens Consulting
Michigan
$11.3K +$72 +1 +0.7%
TVWM
334
Tower View Wealth Management
Wisconsin
$11.3K – – –
FPFS
335
First Personal Financial Services
North Carolina
$11.2K +$10.6K +147 New
TIM
336
Thompson Investment Management
Wisconsin
$9.51K – – –
HGERS
337
Householder Group Estate & Retirement Specialist
Arizona
$9.5K – – –
AAP
338
Arax Advisory Partners
Colorado
$8.48K -$3.84K -53 -32%
APC
339
Aspire Private Capital
North Carolina
$7.37K +$7.03K +97 New
RDIA
340
RE Dickinson Investment Advisors
Iowa
$6K – – –
EWA
341
EverSource Wealth Advisors
Alabama
$5.93K – – –
GI
342
Gradient Investments
Minnesota
$5.83K -$5.43K -75 -49%
WIC
343
Woodmont Investment Counsel
Tennessee
$5.32K +$5.07K +70 New
MG
344
Mather Group
Illinois
$5.21K +$5.14K +71 New
MAM
345
MMA Asset Management
Pennsylvania
$5.07K +$4.85K +67 New
KFS
346
Kelly Financial Services
Massachusetts
$3.73K -$382K -5,269 -99%
BWP
347
Baldwin Wealth Partners
Massachusetts
$3.34K -$14.6K -202 -82%
MRCM
348
M&R Capital Management
New Jersey
$3.21K – – –
WIA
349
Wetzel Investment Advisors
Indiana
$3.1K -$1.59K -22 -33%
CMA
350
Cedar Mountain Advisors
Oregon
$1.98K – – –
12 13
14
15 16