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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
51
Jacobi Capital Management
Pennsylvania
$8.06M +$7.74M +101,383 New
WWA
52
WCG Wealth Advisors
Nevada
$7.93M -$491K -6,421 -6%
TWP
53
Total Wealth Planning
Ohio
$7.73M -$201K -2,629 -3%
DI
54
Diligent Investors
California
$6.74M -$107K -1,403 -2%
PWMG
55
Prestige Wealth Management Group
New Jersey
$6.36M -$68.4K -896 -1%
MBI
56
May Barnhard Investments
Maryland
$6.32M +$272K +3,561 +5%
SFG
57
Sage Financial Group
Pennsylvania
$6.29M -$61.3K -803 -1%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$5.63M -$88.1K -1,153 -2%
WP
59
WealthShield Partners
North Carolina
$5.56M +$268K +3,505 +5%
Pathstone Holdings
60
Pathstone Holdings
New Jersey
$5.51M
CWM
61
Capital Wealth Management
Rhode Island
$5.49M -$42.9K -562 -0.8%
WFPG
62
Waller Financial Planning Group
Ohio
$5.47M +$266K +3,477 +5%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$5.44M +$150K +1,965 +3%
KOC
64
Koss-Olinger Consulting
Florida
$5.3M -$38.3K -501 -0.7%
FIM
65
Freedom Investment Management
Connecticut
$5.22M -$527K -6,901 -10%
Bank of America
66
Bank of America
North Carolina
$5.18M -$151K -1,977 -3%
PAG
67
Private Advisor Group
New Jersey
$5.17M +$374K +4,900 +8%
PIA
68
Perennial Investment Advisors
California
$4.98M -$34.8K -455 -0.7%
IWP
69
IAG Wealth Partners
Wisconsin
$4.84M -$64.4K -843 -1%
GIA
70
Gladstone Institutional Advisory
Florida
$4.77M -$46.4K -607 -1%
RFA
71
RTD Financial Advisors
Pennsylvania
$4.69M -$409K -5,348 -8%
IWM
72
IHT Wealth Management
Illinois
$4.66M -$1.7M -22,305 -28%
MAM
73
Marotta Asset Management
Virginia
$4.64M -$988K -12,935 -18%
MFG
74
Merit Financial Group
Georgia
$4.63M +$4.45M +58,302 New
GSIAS
75
Garden State Investment Advisory Services
New Jersey
$4.61M +$98.2K +1,285 +2%