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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
26
JNBA Financial Advisors
Minnesota
$5.28M +$48.8K +1,211 +1%
KWM
27
Kingsview Wealth Management
Oregon
$5.23M +$593K +14,722 +14%
EFL
28
ERn Financial LLC
Wisconsin
$5.21M -$222K -5,507 -4%
FNT
29
First National Trust
Pennsylvania
$5M -$1.62M -40,222 -26%
RG
30
Retirement Group
California
$4.97M +$4.69M +116,497 New
ADL
31
Asset Dedication LLC
California
$4.88M +$1.36M +33,748 +42%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$4.61M +$2.22M +55,125 +104%
WFPG
33
Waller Financial Planning Group
Ohio
$4.6M -$1.81M -45,018 -29%
Morgan Stanley
34
Morgan Stanley
New York
$4.53M +$48K +1,191 +1%
GIA
35
Gladstone Institutional Advisory
Florida
$3.79M -$1.5M -37,257 -30%
SEIA
36
Signature Estate & Investment Advisors
California
$3.56M -$416K -10,324 -11%
HA
37
Harborview Advisors
Maine
$3.32M -$417K -10,344 -12%
Wells Fargo
38
Wells Fargo
California
$3.31M -$99K -2,459 -3%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$3.09M +$214K +5,319 +8%
Jane Street
40
Jane Street
New York
$3M +$1.76M +43,711 +164%
DI
41
Diligent Investors
California
$2.93M -$20.1K -500 -0.7%
SFG
42
Sage Financial Group
Pennsylvania
$2.81M +$902K +22,390 +51%
IWP
43
IAG Wealth Partners
Wisconsin
$2.78M +$240K +5,968 +10%
CIC
44
Carnegie Investment Counsel
Ohio
$2.73M -$7.57K -188 -0.3%
VWA
45
Visionary Wealth Advisors
Illinois
$2.68M -$1.95M -48,339 -43%
CCMG
46
Clark Capital Management Group
Pennsylvania
$2.64M +$2.49M +61,870 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$2.61M +$1M +24,835 +68%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$2.6M -$4.38M -108,855 -64%
FIM
49
Freedom Investment Management
Connecticut
$2.53M -$281K -6,982 -11%
CWA
50
Clarus Wealth Advisors
Arizona
$2.48M +$2.38M +59,171 New