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
KWA
101
Kingswood Wealth Advisors
California
$2.29M -$316K -3,778 -12%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$2.24M -$104K -1,248 -5%
BCM
103
Barden Capital Management
Texas
$2.2M +$166K +1,978 +8%
GSIAS
104
Garden State Investment Advisory Services
New Jersey
$2.19M -$160K -1,917 -7%
LPAM
105
Lodestar Private Asset Management
California
$2.11M -$509K -6,083 -20%
NA
106
NewEdge Advisors
Louisiana
$2.09M +$73.1K +873 +4%
KAS
107
Kestra Advisory Services
Texas
$2.06M +$92.3K +1,103 +5%
PCM
108
Payne Capital Management
New York
$2M +$49.4K +590 +3%
Truist Financial
109
Truist Financial
North Carolina
$1.98M +$175K +2,095 +10%
WANY
110
Wealthspire Advisors (New York)
New York
$1.97M +$290K +3,461 +17%
SCP
111
Stevens Capital Partners
Nebraska
$1.97M +$96.6K +1,154 +5%
CC
112
Courier Capital
New York
$1.95M +$24.1K +288 +1%
FGG
113
Financial Guidance Group
Florida
$1.85M -$62.5K -747 -3%
ACA
114
Aptus Capital Advisors
Alabama
$1.84M -$74.8K -893 -4%
MFG
115
Merit Financial Group
Georgia
$1.81M -$83.3K -995 -4%
PA
116
Prism Advisors
California
$1.78M -$3.59M -42,839 -67%
AWM
117
Accurate Wealth Management
Florida
$1.72M -$47.6K -568 -3%
CSF
118
Capital Squared Financial
Maryland
$1.71M +$85.6K +1,023 +5%
GVAG
119
Great Valley Advisor Group
Delaware
$1.7M -$9.54K -114 -0.6%
FPAS
120
Focus Partners Advisor Solutions
Missouri
$1.67M -$64.6K -772 -4%
CWM
121
Cooke Wealth Management
California
$1.65M +$1.56M +18,575 New
MOS
122
MGO One Seven
Ohio
$1.65M -$6.28K -75 -0.4%
SL
123
Salomon & Ludwin
Virginia
$1.63M +$71.1K +849 +5%
EWA
124
EP Wealth Advisors
California
$1.62M +$1.6M +19,153 New
ECA
125
Elevated Capital Advisors
Utah
$1.61M +$465K +5,558 +41%