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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
101
Goldman Sachs
New York
$623K +$599K +11,364 New
PSF
102
Pacific Sun Financial
California
$612K -$11.6K -220 -2%
CG
103
Colony Group
Massachusetts
$591K +$1K +19 +0.2%
JAWM
104
J. Arnold Wealth Management
Ohio
$588K +$566K +10,725 New
CWS
105
Cypress Wealth Services
California
$586K -$23.7K -449 -4%
JIC
106
Johnson Investment Counsel
Ohio
$586K
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$583K
RJA
108
Raymond James & Associates
Florida
$566K +$85.7K +1,625 +19%
GWM
109
Geneos Wealth Management
Colorado
$501K +$2.37K +45 +0.5%
AP
110
Appleton Partners
Massachusetts
$463K -$3.22K -61 -0.7%
VA
111
Valmark Advisers
Ohio
$460K -$306K -5,809 -41%
AWM
112
AE Wealth Management
Kansas
$447K +$431K +8,167 New
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$444K +$633 +12 +0.1%
3C
114
361 Capital
Colorado
$421K +$25.2K +478 +7%
WC
115
Wealth CMT
New Jersey
$421K +$405K +7,681 New
BWA
116
Burt Wealth Advisors
Maryland
$406K -$14.6K -277 -4%
Cetera Investment Advisers
117
Cetera Investment Advisers
Illinois
$383K +$369K +6,998 New
SFSIG
118
San Francisco Sentry Investment Group
California
$379K -$104K -1,981 -22%
Principal Financial Group
119
Principal Financial Group
Iowa
$371K -$23.8K -452 -6%
EWA
120
EP Wealth Advisors
California
$371K +$357K +6,776 New
HSA
121
HBK Sorce Advisory
Pennsylvania
$349K
TPW
122
Tiller Private Wealth
Pennsylvania
$348K +$7.33K +139 +2%
Vanguard Capital Wealth Advisors
123
Vanguard Capital Wealth Advisors
Colorado
$324K +$313K +5,926 New
PWM
124
Paulson Wealth Management
Illinois
$321K -$8.65K -164 -3%
KA
125
Klingman & Associates
New York
$312K