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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMA
376
Cedar Mountain Advisors
Oregon
$2.47K – – –
RF
377
Rossby Financial
Florida
$2.28K +$2.09K +23 +2,300%
WSFS
378
Wilmington Savings Fund Society
Delaware
$1.99K – – –
KFG
379
Kingdom Financial Group
Arizona
$1.57K +$1.55K +17 New
BWM
380
Bullock Wealth Management
Indiana
$1.56K – – –
BNP Paribas Financial Markets
381
BNP Paribas Financial Markets
France
$1.14K -$4.55M -49,988 -100%
BWS
382
Buck Wealth Strategies
Colorado
$974 +$910 +10 New
Citigroup
383
Citigroup
New York
$95 -$91 -1 -50%
BWL
384
Bogart Wealth LLC
Virginia
$95 – – –
PWM
385
Provident Wealth Management
Tennessee
$95 – – –
RCM
386
Raleigh Capital Management
North Carolina
$87 – – –
BEI
387
Benjamin Edwards Inc
Missouri
– -$3.24M -38,100 Closed
WCM
388
WealthTrak Capital Management
Virginia
– -$2.64M -30,986 Closed
NWAG
389
Net Worth Advisory Group
Utah
– -$728K -8,549 Closed
GAA
390
Global Assets Advisory
Florida
– -$833K -8,513 Closed
CIM
391
Confluence Investment Management
Missouri
– -$679K -7,972 Closed
KFP
392
KMG Fiduciary Partners
Ohio
– -$413K -4,848 Closed
FWP
393
Falcon Wealth Planning
California
– -$361K -4,244 Closed
CSW
394
Cogent Strategic Wealth
Illinois
– -$317K -3,719 Closed
BAS
395
Breakthru Advisory Services
Wisconsin
– -$216K -2,540 Closed
CT
396
Caldwell Trust
Florida
– -$21.7K -255 Closed
NSIM
397
North Star Investment Management
Illinois
– -$18.7K -220 Closed
TWM
398
TopTier Wealth Management
Wisconsin
– -$14.9K -175 Closed
RFP
399
Root Financial Partners
California
– -$3.49K -41 Closed
LWMI
400
Legacy Wealth Management (Idaho)
Idaho
– -$3.41K -40 Closed