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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GM
101
GeoWealth Management
Illinois
$1M +$1.02M +15,096 New
IA
102
IFP Advisors
Florida
$977K -$37.3K -553 -4%
Goldman Sachs
103
Goldman Sachs
New York
$958K -$988K -14,661 -50%
WI
104
WrapManager Inc
California
$894K +$198K +2,934 +28%
EA
105
Eclectic Associates
California
$875K
HI
106
Harbour Investments
Wisconsin
$845K -$22.8K -339 -3%
CWM
107
Cornerstone Wealth Management
Missouri
$784K +$141K +2,086 +21%
FMP
108
Financial Management Professionals
Texas
$745K -$57.3M -851,342 -99%
SCM
109
SOL Capital Management
Maryland
$706K +$82.5K +1,225 +13%
LWM
110
Laidlaw Wealth Management
New York
$703K -$167K -2,479 -19%
PSF
111
Pacific Sun Financial
California
$666K +$678K +10,060 New
BFM
112
Broadview Financial Management
Wisconsin
$656K +$9.7K +144 +1%
Truist Financial
113
Truist Financial
North Carolina
$647K +$156K +2,316 +31%
VWA
114
Visionary Wealth Advisors
Illinois
$632K +$87.1K +1,293 +16%
1WM
115
1900 Wealth Management
Texas
$624K -$746K -11,076 -54%
CAN
116
Cetera Advisor Networks
California
$597K +$311K +4,614 +105%
MML Investors Services
117
MML Investors Services
Massachusetts
$574K -$1.11M -16,541 -66%
SCM
118
Southport Capital Management
Tennessee
$566K -$34.1K -506 -6%
AL
119
ACAS LLC
California
$566K +$135 +2 +0%
CA
120
Centerpoint Advisors
Massachusetts
$558K
IA
121
Insight Advisors
Pennsylvania
$544K +$16.8K +249 +3%
OGF
122
Orin Green Financial
California
$541K -$16.4K -244 -3%
CG
123
Colony Group
Massachusetts
$533K -$31.6K -469 -6%
BCM
124
Brookstone Capital Management
Illinois
$531K +$44.9K +667 +9%
JIC
125
Johnson Investment Counsel
Ohio
$529K