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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
51
ABLE Financial Group
Arizona
$5.33M +$5.54M +80,731 New
UBS Group
52
UBS Group
Switzerland
$5.25M -$887K -12,918 -14%
WP
53
WealthShield Partners
North Carolina
$5.19M -$41.1K -599 -0.8%
PIA
54
Perennial Investment Advisors
California
$5.18M +$5.38M +78,345 New
GSIAS
55
Garden State Investment Advisory Services
New Jersey
$5.16M +$852K +12,409 +19%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$5.11M -$1.12M -16,338 -17%
PWMG
57
Prestige Wealth Management Group
New Jersey
$5.07M -$96.2K -1,401 -2%
RFA
58
RTD Financial Advisors
Pennsylvania
$4.94M -$15.8K -230 -0.3%
KOC
59
Koss-Olinger Consulting
Florida
$4.93M -$159K -2,309 -3%
V
60
Veritable
Delaware
$4.67M -$288K -4,200 -6%
Goldman Sachs
61
Goldman Sachs
New York
$4.64M +$1.55M +22,538 +47%
AWM
62
AE Wealth Management
Kansas
$4.52M -$8.29M -120,785 -64%
GIA
63
Gladstone Institutional Advisory
Florida
$4.23M -$1.63M -23,817 -27%
WFPG
64
Waller Financial Planning Group
Ohio
$4.05M -$1.41M -20,483 -25%
AWA
65
ARQ Wealth Advisors
Arizona
$4M -$20.3K -295 -0.5%
CWM
66
Capital Wealth Management
Rhode Island
$3.97M +$2.12M +30,844 +106%
SEIA
67
Signature Estate & Investment Advisors
California
$3.88M -$375K -5,468 -9%
IWP
68
IAG Wealth Partners
Wisconsin
$3.83M -$32.2K -469 -0.8%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$3.65M -$477K -6,952 -11%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$3.65M -$190K -2,775 -5%
FFA
71
Farther Finance Advisors
California
$3.64M -$92.3K -1,344 -2%
BEI
72
Benjamin Edwards Inc
Missouri
$3.56M -$305K -4,447 -8%
VWA
73
Visionary Wealth Advisors
Illinois
$3.48M +$673K +9,797 +23%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$3.44M -$4.87M -70,883 -58%
AFS
75
Annapolis Financial Services
Maryland
$3.43M -$36.9K -537 -1%