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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
76
Windsor Wealth Management
Indiana
$3.67M -$68.3K -986 -2%
AFS
77
Annapolis Financial Services
Maryland
$3.67M -$43.4K -626 -1%
IWP
78
IAG Wealth Partners
Wisconsin
$3.64M -$14.3K -206 -0.4%
Ameriprise
79
Ameriprise
Minnesota
$3.27M +$17.4K +251 +0.5%
UBS Group
80
UBS Group
Switzerland
$3.22M -$489K -7,050 -13%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$3.2M +$58.6K +845 +2%
JWS
82
Juncture Wealth Strategies
Arizona
$3.14M +$92.7K +1,338 +3%
AWS
83
Atria Wealth Solutions
New York
$3.13M +$3.08M +44,436 New
CFG
84
Cooper Financial Group
California
$3.11M +$1.42M +20,490 +86%
Creative Planning
85
Creative Planning
Kansas
$3.05M +$1.31M +18,908 +78%
Goldman Sachs
86
Goldman Sachs
New York
$3.04M +$1.99M +28,782 +199%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$3.03M -$2.72M -39,222 -48%
B
88
Bailard
California
$2.73M +$2.69M +38,865 New
APP
89
Avantax Planning Partners
Iowa
$2.62M -$33.2K -479 -1%
CWM
90
Capital Wealth Management
Rhode Island
$2.61M -$190K -2,736 -7%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$2.59M -$56.7K -818 -2%
FIA
92
Foundations Investment Advisors
Arizona
$2.47M +$43.2K +624 +2%
CSPIA
93
Cary Street Partners Investment Advisory
Virginia
$2.4M +$288K +4,149 +14%
SWA
94
Stratos Wealth Advisors
Ohio
$2.3M -$998K -14,405 -31%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$2.23M +$36.7K +530 +2%
WAM
96
Weinberger Asset Management
California
$2.22M -$85.4K -1,232 -4%
AFAS
97
Acorn Financial Advisory Services
Virginia
$2.22M
BCM
98
Barden Capital Management
Texas
$2.1M +$111K +1,603 +6%
FGG
99
Financial Guidance Group
Florida
$2.05M +$2.02M +29,118 New
FFG
100
Fullen Financial Group
Ohio
$2.03M -$56.5K -815 -3%