We are live on ! Find out more
MDYV icon

State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFL
26
ERn Financial LLC
Wisconsin
$5.56M +$271K +6,110 +5%
JFA
27
JNBA Financial Advisors
Minnesota
$5.51M +$139K +3,142 +3%
MAM
28
Marotta Asset Management
Virginia
$5.4M -$664K -14,992 -11%
RG
29
Retirement Group
California
$5.05M -$6.38K -144 -0.1%
KWM
30
Kingsview Wealth Management
Oregon
$5M -$332K -7,484 -6%
FNT
31
First National Trust
Pennsylvania
$4.91M -$189K -4,254 -4%
WFPG
32
Waller Financial Planning Group
Ohio
$4.66M -$30.8K -695 -0.6%
Morgan Stanley
33
Morgan Stanley
New York
$4.51M -$106K -2,383 -2%
GIA
34
Gladstone Institutional Advisory
Florida
$3.74M -$127K -2,868 -3%
SEIA
35
Signature Estate & Investment Advisors
California
$3.58M -$47.4K -1,070 -1%
Wells Fargo
36
Wells Fargo
California
$3.36M -$2.57K -58 -0.1%
HA
37
Harborview Advisors
Maine
$3.34M -$43K -971 -1%
SFG
38
Sage Financial Group
Pennsylvania
$3.29M +$438K +9,874 +15%
Goldman Sachs
39
Goldman Sachs
New York
$3.27M +$1.51M +34,045 +82%
DI
40
Diligent Investors
California
$2.88M -$104K -2,350 -3%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.88M -$269K -6,073 -8%
IWP
42
IAG Wealth Partners
Wisconsin
$2.85M +$15.3K +345 +0.5%
CCMG
43
Clark Capital Management Group
Pennsylvania
$2.8M +$119K +2,695 +4%
AWM
44
Avior Wealth Management
Nebraska
$2.6M +$104K +2,352 +4%
CWA
45
Clarus Wealth Advisors
Arizona
$2.56M -$127K -2,870 -5%
FIM
46
Freedom Investment Management
Connecticut
$2.51M -$70.3K -1,585 -3%
V
47
Veritable
Delaware
$2.46M
EH
48
Equitable Holdings
New York
$2.42M +$291K +6,569 +13%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$2.4M -$260K -5,862 -10%
WWM
50
Windsor Wealth Management
Indiana
$2.39M -$152K -3,439 -6%