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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
101
HBK Sorce Advisory
Pennsylvania
$327K
TPW
102
Tiller Private Wealth
Pennsylvania
$319K -$6.16K -122 -2%
PWM
103
Paulson Wealth Management
Illinois
$306K
KA
104
Klingman & Associates
New York
$293K +$20.2K +400 +8%
PA
105
PFG Advisors
Arizona
$293K +$88.9K +1,760 +42%
SFS
106
Sowell Financial Services
Arkansas
$291K +$287K +5,680 New
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$274K -$287K -5,674 -52%
Brown Advisory
108
Brown Advisory
Maryland
$274K
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$267K
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$251K -$1.82K -36 -0.7%
SCA
111
STALEY CAPITAL ADVISERS
Pennsylvania
$250K
CAN
112
Cetera Advisor Networks
California
$237K +$19.9K +394 +9%
OCM
113
One Capital Management
California
$212K +$9.65K +191 +5%
AWA
114
Acorn Wealth Advisors
Michigan
$211K +$201K +3,977 New
LA
115
LexAurum Advisors
Kansas
$210K +$207K +4,089 New
SWM
116
SeaCrest Wealth Management
New York
$204K +$200K +3,966 New
AIC
117
Ameritas Investment Company
Nebraska
$143K +$140K +2,779 New
FHA
118
Flagship Harbor Advisors
Massachusetts
$113K +$51 +1 +0%
FAAS
119
First Allied Advisory Services
California
$99K +$97.4K +1,928 New
APA
120
American Portfolios Advisors
New York
$98.8K +$24K +475 +33%
WCG
121
Weaver Consulting Group
California
$91K
FGAM
122
Financial Gravity Asset Management
Texas
$85K +$707 +14 +0.9%
DP
123
Denver PWM
Colorado
$68K +$67.3K +1,332 New
PGAM
124
Princeton Global Asset Management
New Jersey
$60K -$10.2K -202 -15%
CPA
125
Clear Perspective Advisors
Illinois
$57K