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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
$16.1M +$207K +3,224 +1%
GIA
27
GHP Investment Advisors
Colorado
$15.6M +$99.6K +1,552 +0.6%
CF
28
Convergence Financial
Missouri
$14.4M +$770K +12,004 +6%
EWA
29
EP Wealth Advisors
California
$13.7M +$1.23M +19,216 +10%
EFL
30
ERn Financial LLC
Wisconsin
$12.4M +$116K +1,805 +1%
AWM
31
AE Wealth Management
Kansas
$12.2M +$5.56M +86,661 +84%
SFM
32
Signet Financial Management
New Jersey
$12.1M -$752K -11,721 -6%
RIM
33
Rockbridge Investment Management
New York
$11.8M -$234K -3,653 -2%
RA
34
Rodgers & Associates
Pennsylvania
$11.4M +$247K +3,845 +2%
MWM
35
Merriman Wealth Management
Washington
$10.9M +$10.8M +168,787 New
TAIM
36
TD Ameritrade Investment Management
Nebraska
$10.9M -$1.95M -30,451 -15%
TCM
37
Tradewinds Capital Management
Washington
$10.2M -$5.62M -87,515 -36%
WWA
38
WCG Wealth Advisors
Nevada
$10.1M +$895K +13,938 +10%
FCA
39
FinTrust Capital Advisors
South Carolina
$9M +$130K +2,020 +1%
RG
40
Retirement Group
California
$8.73M +$1.69M +26,344 +24%
FIM
41
Freedom Investment Management
Connecticut
$8.52M -$135K -2,105 -2%
AWM
42
Avior Wealth Management
Nebraska
$8.43M +$343K +5,343 +4%
OIS
43
Okabena Investment Services
Minnesota
$7.97M +$1.34M +20,842 New
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$7.96M +$6.6M +102,799 +509%
Truist Financial
45
Truist Financial
North Carolina
$7.61M +$6.34M +98,733 +526%
Mariner
46
Mariner
Kansas
$7.54M +$1.91M +29,744 +34%
RJA
47
Raymond James & Associates
Florida
$7.48M +$1.16M +18,128 +19%
TWP
48
Total Wealth Planning
Ohio
$7.32M +$830K +12,930 +13%
DI
49
Diligent Investors
California
$7.21M -$2.89K -45 -0%
Bank of America
50
Bank of America
North Carolina
$6.89M +$2.79M +43,435 +69%