We are live on ! Find out more
MDYV icon

State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$4.41M -$181K -2,739 -4%
PAG
77
Private Advisor Group
New Jersey
$4.38M -$3.44M -52,057 -47%
PIA
78
Perennial Investment Advisors
California
$4.25M +$991K +14,979 +35%
CWA
79
Clarus Wealth Advisors
Arizona
$4.03M +$3.76M +56,910 New
MML Investors Services
80
MML Investors Services
Massachusetts
$3.93M +$2.84M +42,960 +403%
Charles Schwab
81
Charles Schwab
California
$3.73M -$612K -9,261 -15%
B
82
Bailard
California
$3.68M +$81.1K +1,226 +3%
AFS
83
Annapolis Financial Services
Maryland
$3.65M -$155K -2,340 -4%
Corient Private Wealth
84
Corient Private Wealth
Florida
$3.61M +$3.25M +49,218 New
FGG
85
Financial Guidance Group
Florida
$3.61M +$36.5K +552 +1%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$3.51M -$235K -3,561 -7%
SWM
87
SigFig Wealth Management
California
$3.19M +$2.87M +43,457 New
KWM
88
Kingsview Wealth Management
Oregon
$3.17M -$52.8K -799 -2%
Prudential Financial
89
Prudential Financial
New Jersey
$3.14M +$1.83M +27,689 +183%
GWM
90
Geneos Wealth Management
Colorado
$3.11M +$624K +9,430 +29%
BWG
91
Balanced Wealth Group
Ohio
$3.07M +$2.77M +41,826 New
FIA
92
Foundations Investment Advisors
Arizona
$2.99M +$2.76M +41,665 New
AWS
93
Atria Wealth Solutions
New York
$2.93M +$2.64M +39,940 New
APP
94
Avantax Planning Partners
Iowa
$2.86M +$38.4K +580 +2%
BEI
95
Benjamin Edwards Inc
Missouri
$2.82M -$982K -14,848 -28%
PWG
96
Portside Wealth Group
Utah
$2.81M +$109K +1,651 +5%
BRWA
97
B. Riley Wealth Advisors
Florida
$2.71M +$2.24M +33,807 +1,088%
IWC
98
Integrated Wealth Concepts
Massachusetts
$2.62M +$1.48M +22,322 +166%
LPAM
99
Lodestar Private Asset Management
California
$2.59M -$56.7K -857 -2%
FFA
100
Farther Finance Advisors
California
$2.4M -$70.2K -1,061 -3%