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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
76
Pure Financial Advisors
California
$1.15M -$111K -2,766 -9%
RFA
77
Reilly Financial Advisors
California
$1.04M +$19.5K +485 +2%
CMP
78
Courage Miller Partners
Virginia
$1.02M +$41.4K +1,027 +4%
TRCT
79
Tower Research Capital (TRC)
New York
$875K +$826K +20,514 New
Creative Planning
80
Creative Planning
Kansas
$875K +$827K +20,534 New
Ameriprise
81
Ameriprise
Minnesota
$866K -$320K -7,941 -28%
BEI
82
Benjamin Edwards Inc
Missouri
$835K +$789K +19,598 New
JWS
83
Juncture Wealth Strategies
Arizona
$797K +$753K +18,685 New
OAM
84
Occidental Asset Management
California
$693K +$31K +770 +5%
FFN
85
Focus Financial Network
Minnesota
$678K -$107K -2,661 -14%
M&T Bank
86
M&T Bank
New York
$601K -$26.3K -652 -4%
BFM
87
Broadview Financial Management
Wisconsin
$584K -$462K -11,464 -46%
RT
88
Rockland Trust
Massachusetts
$557K +$526K +13,071 New
PSF
89
Pacific Sun Financial
California
$518K +$13.3K +330 +3%
MML Investors Services
90
MML Investors Services
Massachusetts
$505K -$18.4K -457 -4%
WI
91
WrapManager Inc
California
$496K -$87.4K -2,171 -16%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$493K +$116K +2,880 +33%
GWM
93
Geneos Wealth Management
Colorado
$485K +$116K +2,891 +32%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$474K
CFG
95
Cooper Financial Group
California
$442K +$138K +3,417 +49%
CA
96
Centerpoint Advisors
Massachusetts
$435K -$2.67M -66,248 -87%
SCM
97
Southport Capital Management
Tennessee
$426K -$453K -11,241 -53%
IA
98
IFP Advisors
Florida
$426K +$33.9K +841 +9%
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$425K -$17.1K -425 -4%
SCM
100
SOL Capital Management
Maryland
$412K +$127K +3,160 +49%