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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
26
Convergence Financial
Missouri
$15.2M +$525K +7,643 +3%
CCMG
27
Clark Capital Management Group
Pennsylvania
$14.8M -$103M -1,502,490 -87%
SFM
28
Signet Financial Management
New Jersey
$12.6M +$215K +3,137 +2%
EFL
29
ERn Financial LLC
Wisconsin
$12.6M -$62.2K -906 -0.5%
RIM
30
Rockbridge Investment Management
New York
$12.5M +$455K +6,628 +4%
RA
31
Rodgers & Associates
Pennsylvania
$12.1M +$569K +8,296 +5%
WWA
32
WCG Wealth Advisors
Nevada
$10.8M +$550K +8,011 +5%
TAIM
33
TD Ameritrade Investment Management
Nebraska
$10.6M -$575K -8,383 -5%
PAG
34
Private Advisor Group
New Jersey
$9.96M +$1.05M +15,230 +11%
RG
35
Retirement Group
California
$9.12M +$210K +3,063 +2%
FCA
36
FinTrust Capital Advisors
South Carolina
$9M
AWM
37
Avior Wealth Management
Nebraska
$8.9M +$294K +4,289 +3%
FIM
38
Freedom Investment Management
Connecticut
$8.26M -$461K -6,718 -5%
Mariner
39
Mariner
Kansas
$8.24M +$569K +8,285 +7%
Bank of America
40
Bank of America
North Carolina
$7.59M +$581K +8,463 +8%
DI
41
Diligent Investors
California
$7.3M -$61.6K -898 -0.8%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$7.25M +$2.37M +34,530 +46%
TWP
43
Total Wealth Planning
Ohio
$7.25M -$241K -3,508 -3%
RJA
44
Raymond James & Associates
Florida
$6.98M -$690K -10,055 -9%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$6.68M +$4.94K +72 +0.1%
EH
46
Equitable Holdings
New York
$6.3M +$61.8K +900 +1%
Truist Financial
47
Truist Financial
North Carolina
$5.89M -$1.94M -28,322 -24%
KWM
48
Kingsview Wealth Management
Oregon
$5.65M -$423K -6,164 -7%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$5.54M -$738K -10,751 -11%
SFG
50
Sage Financial Group
Pennsylvania
$5.35M +$146K +2,133 +3%