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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Avior Wealth Management
Nebraska
$2.46M -$641K -15,914 -22%
V
52
Veritable
Delaware
$2.42M -$27.8K -690 -1%
OFG
53
Omega Financial Group
California
$2.4M -$121K -2,992 -5%
WWM
54
Windsor Wealth Management
Indiana
$2.34M +$228K +5,661 +12%
LWM
55
Laidlaw Wealth Management
New York
$2.17M +$7.73K +192 +0.4%
EH
56
Equitable Holdings
New York
$2.1M -$13.5K -336 -0.7%
Bank of America
57
Bank of America
North Carolina
$2.08M -$1.1M -27,292 -36%
AWA
58
ARQ Wealth Advisors
Arizona
$2.07M +$273K +6,786 +16%
FWM
59
Foresight Wealth Management
Utah
$1.98M -$591K -14,673 -24%
Goldman Sachs
60
Goldman Sachs
New York
$1.76M +$1.66M +41,304 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1.72M
HighTower Advisors
62
HighTower Advisors
Illinois
$1.6M +$421K +10,454 +38%
Citadel Advisors
63
Citadel Advisors
Florida
$1.51M +$1.43M +35,487 New
SWA
64
Stratos Wealth Advisors
Ohio
$1.47M +$201K +5,001 +17%
FTUS
65
Flow Traders U.S.
New York
$1.4M +$1.32M +32,870 New
CCM
66
Condor Capital Management
New Jersey
$1.39M +$8.22K +204 +0.6%
Mariner
67
Mariner
Kansas
$1.39M -$609K -15,120 -32%
KF
68
Krilogy Financial
Missouri
$1.37M -$156K -3,871 -11%
AFAS
69
Acorn Financial Advisory Services
Virginia
$1.36M
RJFSA
70
Raymond James Financial Services Advisors
Florida
$1.36M +$93.9K +2,330 +8%
WA
71
Wambolt & Associates
Colorado
$1.26M -$20.1K -498 -2%
UBS Group
72
UBS Group
Switzerland
$1.25M -$74.6K -1,851 -6%
FFG
73
Fullen Financial Group
Ohio
$1.21M +$1.15M +28,444 New
MWPCG
74
Measured Wealth Private Client Group
New Hampshire
$1.21M +$304K +7,535 +36%
CSPIA
75
Cary Street Partners Investment Advisory
Virginia
$1.19M -$123K -3,047 -10%