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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
Provident Wealth Management
Tennessee
$1.56M +$1.5M +28,426 New
LWM
77
Laidlaw Wealth Management
New York
$1.52M +$1.46M +27,730 New
RJFSA
78
Raymond James Financial Services Advisors
Florida
$1.43M +$23.3K +441 +2%
RFA
79
Reilly Financial Advisors
California
$1.42M +$5.7K +108 +0.4%
CCWA
80
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.31M -$220K -4,163 -15%
SCM
81
Southport Capital Management
Tennessee
$1.22M +$90.6K +1,717 +8%
CMP
82
Courage Miller Partners
Virginia
$1.19M +$8.65K +164 +0.8%
BA
83
Ballast Advisors
Minnesota
$1.16M +$1.11M +21,128 New
BFM
84
Broadview Financial Management
Wisconsin
$1.16M +$7.65K +145 +0.7%
AA
85
Alesco Advisors
New York
$1.12M -$21.4K -406 -2%
FFN
86
Focus Financial Network
Minnesota
$1.08M +$27.7K +525 +3%
MWM
87
McNaughton Wealth Management
California
$1.08M +$1.04M +19,680 New
WI
88
WrapManager Inc
California
$1.07M +$39K +740 +4%
PI
89
PHH Investments
Texas
$1.03M -$26.1K -494 -3%
OWM
90
Opes Wealth Management
California
$959K -$527K -9,992 -36%
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$906K +$862K +16,342 +8,171%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$864K +$574K +10,887 +222%
ACM
93
AlphaStar Capital Management
North Carolina
$845K +$389K +7,376 +92%
Stifel Financial
94
Stifel Financial
Missouri
$806K +$167K +3,167 +28%
MWPCG
95
Measured Wealth Private Client Group
New Hampshire
$802K +$773K +14,647 New
OAM
96
Occidental Asset Management
California
$779K +$15.1K +286 +2%
AWM
97
Adams Wealth Management
Utah
$763K +$734K +13,922 New
BAM
98
Belpointe Asset Management
Nevada
$761K -$36.8K -697 -5%
PWMG
99
Prestige Wealth Management Group
New Jersey
$744K +$1.48K +28 +0.2%
MML Investors Services
100
MML Investors Services
Massachusetts
$681K +$1.53K +29 +0.2%