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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$7.26M +$733K +9,990 +11%
DI
52
Diligent Investors
California
$6.29M -$288K -3,928 -4%
IWM
53
IHT Wealth Management
Illinois
$5.91M -$3.7M -50,467 -38%
PWMG
54
Prestige Wealth Management Group
New Jersey
$5.9M -$199K -2,707 -3%
SFG
55
Sage Financial Group
Pennsylvania
$5.83M -$75.7K -1,032 -1%
MBI
56
May Barnhard Investments
Maryland
$5.54M -$235K -3,207 -4%
FIM
57
Freedom Investment Management
Connecticut
$5.29M -$340K -4,630 -6%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$5.25M -$148K -2,017 -3%
MAM
59
Marotta Asset Management
Virginia
$5.16M -$30.1K -410 -0.6%
CWM
60
Capital Wealth Management
Rhode Island
$5.08M +$41.5K +565 +0.8%
Pathstone Holdings
61
Pathstone Holdings
New Jersey
$5.05M -$185K -2,515 -4%
AAS
62
Avantax Advisory Services
Texas
$5.02M +$4.85M +66,022 +2,397%
KOC
63
Koss-Olinger Consulting
Florida
$4.9M +$4.93M +67,185 New
Bank of America
64
Bank of America
North Carolina
$4.9M -$53K -722 -1%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$4.85M -$4.16M -56,676 -46%
WP
66
WealthShield Partners
North Carolina
$4.85M -$20.4K -278 -0.4%
WFPG
67
Waller Financial Planning Group
Ohio
$4.77M +$140K +1,909 +3%
RFA
68
RTD Financial Advisors
Pennsylvania
$4.7M -$147K -1,999 -3%
PIA
69
Perennial Investment Advisors
California
$4.6M +$36.5K +497 +0.8%
IWP
70
IAG Wealth Partners
Wisconsin
$4.5M -$120K -1,636 -3%
GIA
71
Gladstone Institutional Advisory
Florida
$4.42M -$142K -1,932 -3%
PAG
72
Private Advisor Group
New Jersey
$4.39M -$127K -1,729 -3%
GSIAS
73
Garden State Investment Advisory Services
New Jersey
$4.14M -$32K -436 -0.8%
CWA
74
Clarus Wealth Advisors
Arizona
$4.11M -$83.2K -1,133 -2%
SEIA
75
Signature Estate & Investment Advisors
California
$4.07M -$617K -8,402 -13%