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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
126
Visionary Wealth Advisors
Illinois
$557K -$138K -2,015 -20%
JIC
127
Johnson Investment Counsel
Ohio
$539K
LA
128
LexAurum Advisors
Kansas
$519K +$129K +1,885 +32%
Truist Financial
129
Truist Financial
North Carolina
$503K +$6.79K +99 +1%
IA
130
Insight Advisors
Pennsylvania
$493K -$94K -1,370 -16%
CCWA
131
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$487K +$494K +7,206 New
GVAG
132
Great Valley Advisor Group
Delaware
$486K
BCM
133
Brookstone Capital Management
Illinois
$477K +$490K +7,138 New
WAP
134
Wealthcare Advisory Partners
Pennsylvania
$475K +$53.3K +777 +12%
CA
135
Continuum Advisory
Idaho
$471K +$478K +6,970 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$470K -$9.88K -144 -2%
SPC
137
Sigma Planning Corp
Michigan
$440K +$122K +1,771 +37%
RT
138
Rockland Trust
Massachusetts
$429K -$69.8K -1,018 -14%
TSS
139
Two Sigma Securities
New York
$425K +$431K +6,289 New
EFG
140
Everhart Financial Group
Ohio
$424K +$274 +4 +0.1%
TIM
141
Thompson Investment Management
Wisconsin
$409K +$40.3K +588 +11%
JCIA
142
Jackson Creek Investment Advisors
Colorado
$402K -$36.9K -538 -8%
WWM
143
WJ Wealth Management
Arizona
$385K -$2.4K -35 -0.6%
Brown Advisory
144
Brown Advisory
Maryland
$384K
CPIG
145
Chicago Partners Investment Group
Illinois
$381K +$2.74K +40 +0.7%
BWA
146
Burt Wealth Advisors
Maryland
$380K -$6.86K -100 -2%
JP Morgan Chase
147
JP Morgan Chase
New York
$373K +$29K +423 +8%
MWA
148
Motive Wealth Advisors
Michigan
$360K +$365K +5,325 New
CCM
149
Condor Capital Management
New Jersey
$352K -$4.6K -67 -1%
GKWIM
150
Gerber Kawasaki Wealth & Investment Management
California
$349K +$355K +5,174 New