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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$13.7M +$310K +4,427 +2%
CF
27
Convergence Financial
Missouri
$13.1M +$12.9M +184,000 New
FNT
28
First National Trust
Pennsylvania
$12.8M +$1.5M +21,416 +13%
RIM
29
Rockbridge Investment Management
New York
$12.6M +$414K +5,915 +3%
RG
30
Retirement Group
California
$11.1M +$890K +12,726 +9%
RA
31
Rodgers & Associates
Pennsylvania
$11M +$175K +2,500 +2%
EFL
32
ERn Financial LLC
Wisconsin
$10.1M -$208K -2,971 -2%
TAIM
33
TD Ameritrade Investment Management
Nebraska
$9.93M -$2.12M -30,271 -18%
CCMG
34
Clark Capital Management Group
Pennsylvania
$8.86M +$454K +6,487 +5%
KWM
35
Kingsview Wealth Management
Oregon
$8.32M +$344K +4,920 +4%
Wells Fargo
36
Wells Fargo
California
$8.14M +$1.85M +26,510 +30%
AWM
37
Avior Wealth Management
Nebraska
$7.44M +$375K +5,366 +5%
DI
38
Diligent Investors
California
$7.36M +$1.46M +20,826 +25%
TWP
39
Total Wealth Planning
Ohio
$6.57M +$1.7M +24,349 +23%
MAM
40
Marotta Asset Management
Virginia
$6.3M -$329K -4,699 -5%
EH
41
Equitable Holdings
New York
$6.07M +$735K +10,514 +14%
WFPG
42
Waller Financial Planning Group
Ohio
$5.99M -$81.3K -1,162 -1%
KOC
43
Koss-Olinger Consulting
Florida
$5.97M -$563K -8,046 -9%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$5.85M +$2.77M +39,605 +93%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$5.83M +$536K +7,661 +10%
CWA
46
Clarus Wealth Advisors
Arizona
$5.73M +$1.66M +23,714 +42%
GIA
47
Gladstone Institutional Advisory
Florida
$5.41M +$304K +4,341 +6%
RFA
48
RTD Financial Advisors
Pennsylvania
$5.27M +$5.18M +74,093 New
PWMG
49
Prestige Wealth Management Group
New Jersey
$5.24M -$633K -9,047 -11%
SFG
50
Sage Financial Group
Pennsylvania
$5.22M +$168K +2,401 +3%