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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
76
Raymond James & Associates
Florida
$768K +$500K +9,812 +191%
MML Investors Services
77
MML Investors Services
Massachusetts
$764K -$10.5K -206 -1%
BAM
78
Belpointe Asset Management
Nevada
$741K +$735K +14,425 New
CWS
79
Cypress Wealth Services
California
$728K -$4.99K -98 -0.7%
PWMG
80
Prestige Wealth Management Group
New Jersey
$725K -$309K -6,065 -30%
Stifel Financial
81
Stifel Financial
Missouri
$669K +$44K +864 +7%
OAM
82
Occidental Asset Management
California
$656K +$80.3K +1,575 +14%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$642K +$5.1K +100 +0.8%
CG
84
Colony Group
Massachusetts
$581K
PSF
85
Pacific Sun Financial
California
$580K +$576K +11,295 New
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$566K +$90.8K +1,781 +19%
GWA
87
Guidant Wealth Advisors
Illinois
$556K +$3.06K +60 +0.6%
Citadel Advisors
88
Citadel Advisors
Florida
$555K +$550K +10,803 New
JIC
89
Johnson Investment Counsel
Ohio
$549K
Goldman Sachs
90
Goldman Sachs
New York
$540K -$11.9M -232,831 -96%
AP
91
Appleton Partners
Massachusetts
$500K -$124K -2,440 -20%
SFSIG
92
San Francisco Sentry Investment Group
California
$466K -$3.87K -76 -0.8%
BWA
93
Burt Wealth Advisors
Maryland
$463K -$6.78K -133 -1%
GWM
94
Geneos Wealth Management
Colorado
$454K -$8.15K -160 -2%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$444K +$65.5K +1,286 +17%
3C
96
361 Capital
Colorado
$354K -$4.79K -94 -1%
Principal Financial Group
97
Principal Financial Group
Iowa
$336K +$2.9K +57 +0.9%
HSA
98
HBK Sorce Advisory
Pennsylvania
$328K
TPW
99
Tiller Private Wealth
Pennsylvania
$326K -$4.89K -96 -1%
PWM
100
Paulson Wealth Management
Illinois
$307K -$111K -2,178 -27%