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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
51
Cypress Wealth Services
California
$830K -$2.63K -49 -0.3%
SCA
52
STALEY CAPITAL ADVISERS
Pennsylvania
$692K
VA
53
Valmark Advisers
Ohio
$667K +$666K +12,418 New
BAM
54
Belpointe Asset Management
Nevada
$640K +$639K +11,916 New
AG
55
Advisor Group
Arizona
$636K +$13.4K +249 +2%
KWM
56
Kingsview Wealth Management
Oregon
$594K +$151K +2,817 +34%
Stifel Financial
57
Stifel Financial
Missouri
$585K +$27.7K +517 +5%
JIC
58
Johnson Investment Counsel
Ohio
$579K
Wells Fargo
59
Wells Fargo
California
$564K
AWM
60
Avior Wealth Management
Nebraska
$560K +$201K +3,742 +56%
OAM
61
Occidental Asset Management
California
$546K +$546K +10,170 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$534K -$89.3K -1,665 -14%
SFSIG
63
San Francisco Sentry Investment Group
California
$517K +$62K +1,156 +14%
BFM
64
Broadview Financial Management
Wisconsin
$508K -$18.7K -349 -4%
BWA
65
Burt Wealth Advisors
Maryland
$497K +$17K +317 +4%
CCM
66
Canal Capital Management
Virginia
$483K
SMC
67
Smith, Moore & Co
Missouri
$452K +$46.9K +875 +12%
3C
68
361 Capital
Colorado
$398K -$10.9K -204 -3%
LI
69
LVZ Inc
Michigan
$370K -$135K -2,523 -26%
GWM
70
Geneos Wealth Management
Colorado
$353K +$53.5K +998 +18%
TPW
71
Tiller Private Wealth
Pennsylvania
$343K -$4.45K -83 -1%
HSA
72
HBK Sorce Advisory
Pennsylvania
$343K
F
73
F3Logic
Minnesota
$333K -$144K -2,688 -30%
AWA
74
Acorn Wealth Advisors
Michigan
$317K +$71.3K +1,330 +26%
SWM
75
SeaCrest Wealth Management
New York
$313K