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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$5.16M +$686K +13,010 +16%
GIA
27
Gladstone Institutional Advisory
Florida
$5.11M +$48.7K +924 +1%
SEIA
28
Signature Estate & Investment Advisors
California
$4.94M -$8.12K -154 -0.2%
HA
29
Harborview Advisors
Maine
$4.93M -$75.9K -1,439 -2%
KWM
30
Kingsview Wealth Management
Oregon
$4.88M +$1.61M +30,452 +52%
JFA
31
JNBA Financial Advisors
Minnesota
$4.75M +$210K +3,981 +5%
SWA
32
Stratos Wealth Advisors
Ohio
$4.63M +$190K +3,610 +4%
FSG
33
Financial Strategies Group
Michigan
$4.59M +$4.42M +83,714 New
CA
34
Centerpoint Advisors
Massachusetts
$4.55M
ADL
35
Asset Dedication LLC
California
$4.43M +$718K +13,611 +20%
MWM
36
Merriman Wealth Management
Washington
$4.28M -$13.2K -250 -0.3%
TCM
37
Tradewinds Capital Management
Washington
$4.13M +$3.98M +75,379 New
FWM
38
Foresight Wealth Management
Utah
$4.03M +$143K +2,706 +4%
PCIA
39
Prime Capital Investment Advisors
Kansas
$3.87M -$2.21M -41,813 -37%
FIM
40
Freedom Investment Management
Connecticut
$3.69M -$174K -3,292 -5%
Wells Fargo
41
Wells Fargo
California
$3.65M +$41.6K +788 +1%
DI
42
Diligent Investors
California
$3.59M +$303K +5,746 +10%
AWM
43
Avior Wealth Management
Nebraska
$3.49M +$162K +3,067 +5%
EFL
44
ERn Financial LLC
Wisconsin
$3.46M +$133K +2,524 +4%
VDFA
45
Vickerman & Driscoll Financial Advisors
Washington
$3.37M +$570K +10,801 +21%
MAM
46
Marotta Asset Management
Virginia
$3.33M +$3.31M +62,769 New
CIC
47
Carnegie Investment Counsel
Ohio
$3.1M -$2.43K -46 -0.1%
OFG
48
Omega Financial Group
California
$3.1M +$39.6K +751 +1%
UBS Group
49
UBS Group
Switzerland
$3.1M -$116K -2,204 -4%
CWA
50
Clarus Wealth Advisors
Arizona
$3.04M -$2.38M -45,106 -45%