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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$901K +$87K +1,723 +12%
GWM
102
Geneos Wealth Management
Colorado
$897K +$187K +3,702 +31%
SWM
103
SigFig Wealth Management
California
$890K +$810K +16,044 New
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$865K
CAG
105
Csenge Advisory Group
Florida
$864K +$785K +15,563 New
MML Investors Services
106
MML Investors Services
Massachusetts
$844K +$176K +3,493 +30%
EA
107
Eclectic Associates
California
$757K +$689K +13,647 New
JWCA
108
J.W. Cole Advisors
Florida
$750K +$682K +13,520 New
CBFP
109
Cedar Brook Financial Partners
Ohio
$705K +$642K +12,711 New
IWM
110
IHT Wealth Management
Illinois
$703K +$51.6K +1,022 +9%
M&T Bank
111
M&T Bank
New York
$685K -$390K -7,723 -39%
BFM
112
Broadview Financial Management
Wisconsin
$664K -$54.4K -1,078 -8%
WI
113
WrapManager Inc
California
$613K -$95.9K -1,900 -15%
SCM
114
Southport Capital Management
Tennessee
$608K -$36.4K -721 -6%
PAG
115
Private Advisor Group
New Jersey
$577K +$102K +2,015 +24%
CCM
116
Condor Capital Management
New Jersey
$567K -$984K -19,494 -66%
WAP
117
Wealthcare Advisory Partners
Pennsylvania
$547K
OGF
118
Orin Green Financial
California
$540K +$491K +9,727 New
SCM
119
SOL Capital Management
Maryland
$536K
IA
120
Insight Advisors
Pennsylvania
$527K +$479K +9,498 New
TCWA
121
Ten Capital Wealth Advisors
Washington
$525K -$32.4K -642 -6%
CWM
122
Cornerstone Wealth Management
Missouri
$517K +$470K +9,310 New
LSA
123
Lion Street Advisors
Texas
$509K +$477K +9,452 New
CWA
124
Centennial Wealth Advisory
Michigan
$488K +$444K +8,798 New
VCM
125
Virtue Capital Management
Tennessee
$482K +$438K +8,679 New