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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
26
Harborview Advisors
Maine
$4.37M -$3.77K -76 -0.1%
Ameriprise
27
Ameriprise
Minnesota
$4.35M +$758K +15,259 +21%
CA
28
Centerpoint Advisors
Massachusetts
$4.28M -$443K -8,918 -10%
UBS Group
29
UBS Group
Switzerland
$4.27M -$1.93M -38,867 -31%
APP
30
Avantax Planning Partners
Iowa
$4.23M +$891K +17,940 +27%
MWM
31
Merriman Wealth Management
Washington
$4.07M -$1.12M -22,487 -22%
GIA
32
Gladstone Institutional Advisory
Florida
$4.05M +$4M +80,483 New
ADL
33
Asset Dedication LLC
California
$3.78M -$1.19M -24,017 -24%
FIM
34
Freedom Investment Management
Connecticut
$3.75M -$22.5K -453 -0.6%
Wells Fargo
35
Wells Fargo
California
$3.52M +$101K +2,043 +3%
JFA
36
JNBA Financial Advisors
Minnesota
$3.47M +$1.2M +24,090 +54%
RWA
37
Redhawk Wealth Advisors
Minnesota
$3.45M +$25.7K +518 +0.8%
FWM
38
Foresight Wealth Management
Utah
$3.44M +$389K +7,826 +13%
Mariner
39
Mariner
Kansas
$3.29M -$35.1K -706 -1%
AG
40
Advisor Group
Arizona
$3.19M +$2.14M +43,094 +214%
PFA
41
Pure Financial Advisors
California
$3.14M -$149K -2,997 -5%
EFL
42
ERn Financial LLC
Wisconsin
$3.13M +$326K +6,554 +12%
CIC
43
Carnegie Investment Counsel
Ohio
$2.84M -$76.3K -1,537 -3%
MIAN
44
Mariner Independent Advisor Network
Kansas
$2.5M -$270K -5,436 -10%
OFG
45
Omega Financial Group
California
$2.49M -$100K -2,021 -4%
VDFA
46
Vickerman & Driscoll Financial Advisors
Washington
$2.36M +$161K +3,251 +7%
LPL Financial
47
LPL Financial
California
$2.36M +$401K +8,077 +21%
Axa
48
Axa
France
$2.33M
DI
49
Diligent Investors
California
$2.06M +$81.1K +1,632 +4%
AWM
50
Avior Wealth Management
Nebraska
$2.04M +$584K +11,759 +41%