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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
51
Kingsview Wealth Management
Oregon
$5.81M -$72.3K -1,107 -1%
Ameriprise
52
Ameriprise
Minnesota
$5.53M +$1.97M +30,069 +60%
SFG
53
Sage Financial Group
Pennsylvania
$5.49M -$80.2K -1,228 -2%
WP
54
WealthShield Partners
North Carolina
$5.48M +$75.4K +1,154 +1%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$5.33M -$418K -6,389 -8%
PWMG
56
Prestige Wealth Management Group
New Jersey
$5.23M -$51.3K -785 -1%
MAM
57
Marotta Asset Management
Virginia
$5.21M +$4.95M +75,708 New
RFA
58
RTD Financial Advisors
Pennsylvania
$5.07M -$62.3K -953 -1%
KOC
59
Koss-Olinger Consulting
Florida
$5.05M -$78K -1,194 -2%
V
60
Veritable
Delaware
$4.96M +$95.7K +1,465 +2%
Bank of America
61
Bank of America
North Carolina
$4.96M -$2.8M -42,825 -37%
RJA
62
Raymond James & Associates
Florida
$4.95M -$2.19M -33,576 -32%
UBS Group
63
UBS Group
Switzerland
$4.92M -$525K -8,040 -10%
IWP
64
IAG Wealth Partners
Wisconsin
$4.57M +$548K +8,383 +14%
Goldman Sachs
65
Goldman Sachs
New York
$4.49M -$318K -4,862 -7%
CWM
66
Capital Wealth Management
Rhode Island
$4.44M +$295K +4,520 +8%
WFPG
67
Waller Financial Planning Group
Ohio
$4.36M +$137K +2,100 +3%
GIA
68
Gladstone Institutional Advisory
Florida
$4.35M -$55.6K -851 -1%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$4.26M -$1M -15,330 -20%
SEIA
70
Signature Estate & Investment Advisors
California
$3.99M -$42K -643 -1%
BEI
71
Benjamin Edwards Inc
Missouri
$3.97M +$245K +3,747 +7%
Koshinski Asset Management
72
Koshinski Asset Management
Illinois
$3.73M -$71.8K -1,099 -2%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$3.66M +$74.6K +1,142 +2%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$3.63M +$351K +5,373 +11%
AFS
75
Annapolis Financial Services
Maryland
$3.57M +$4.12K +63 +0.1%