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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$1.27M +$131K +2,667 +10%
RFA
52
Reilly Financial Advisors
California
$1.15M +$145K +2,956 +13%
IA
53
IFP Advisors
Florida
$1.14M +$190K +3,861 +18%
PWM
54
Paulson Wealth Management
Illinois
$1.13M -$17.2K -350 -1%
WA
55
Wambolt & Associates
Colorado
$1.13M +$1.25M +25,538 New
BWA
56
Burt Wealth Advisors
Maryland
$1M +$654K +13,307 +144%
PI
57
PHH Investments
Texas
$965K +$1.07M +21,749 New
CMP
58
Courage Miller Partners
Virginia
$938K +$59.7K +1,216 +6%
ACM
59
AlphaStar Capital Management
North Carolina
$933K +$31.4K +639 +3%
SWA
60
Stratos Wealth Advisors
Ohio
$913K +$1.01M +20,587 New
PWMG
61
Prestige Wealth Management Group
New Jersey
$909K +$1.01M +20,490 New
AG
62
Advisor Group
Arizona
$894K +$406K +8,270 +70%
CSPIA
63
Cary Street Partners Investment Advisory
Virginia
$844K +$907K +18,463 New
SFG
64
Sage Financial Group
Pennsylvania
$808K +$894K +18,206 New
AA
65
Alesco Advisors
New York
$758K +$61.8K +1,258 +8%
WI
66
WrapManager Inc
California
$755K -$11.8K -240 -1%
MML Investors Services
67
MML Investors Services
Massachusetts
$721K -$19.8K -403 -2%
CWS
68
Cypress Wealth Services
California
$635K -$55K -1,119 -7%
AP
69
Appleton Partners
Massachusetts
$622K -$287K -5,835 -29%
KWM
70
Kingsview Wealth Management
Oregon
$585K +$105K +2,136 +19%
VA
71
Valmark Advisers
Ohio
$581K +$33.1K +675 +5%
CG
72
Colony Group
Massachusetts
$570K +$380K +7,730 +151%
Stifel Financial
73
Stifel Financial
Missouri
$548K +$67.1K +1,366 +13%
BAM
74
Belpointe Asset Management
Nevada
$536K +$8.2K +167 +1%
OAM
75
Occidental Asset Management
California
$497K +$51.1K +1,040 +10%