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State Street SPDR S&P 400 Mid Cap Value ETF
MDYV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
126
SOL Capital Management
Maryland
$645K – – –
KPWS
127
Kestra Private Wealth Services
Texas
$644K +$66 +1 +0%
SWP
128
Stratos Wealth Partners
Ohio
$619K -$134K -2,046 -17%
AR
129
Apeiron RIA
Texas
$604K +$65.4K +998 New
CWM
130
Collaborative Wealth Management
Florida
$599K +$649K +9,899 New
PSF
131
Pacific Sun Financial
California
$590K -$6.29K -96 -1%
CPIG
132
Chicago Partners Investment Group
Illinois
$583K +$85.8K +1,310 +17%
BFM
133
Broadview Financial Management
Wisconsin
$582K -$4.52K -69 -0.7%
TC
134
TAGStone Capital
North Carolina
$580K +$3.41K +52 +0.5%
AL
135
ACAS LLC
California
$572K +$131 +2 +0%
VWA
136
Visionary Wealth Advisors
Illinois
$563K -$734K -11,207 -55%
1WM
137
1900 Wealth Management
Texas
$553K +$49.9K +761 +9%
JGCM
138
Joseph Group Capital Management
Ohio
$541K -$5.11K -78 -0.9%
ACM
139
Advance Capital Management
Michigan
$510K -$72.6K -1,108 -12%
CG
140
Colony Group
Massachusetts
$510K +$24K +367 +5%
OGF
141
Orin Green Financial
California
$486K -$22.8K -348 -4%
JIC
142
Johnson Investment Counsel
Ohio
$483K – – –
SPC
143
Sigma Planning Corp
Michigan
$475K -$14.1K -215 -3%
GVAG
144
Great Valley Advisor Group
Delaware
$460K +$2.88K +44 +0.6%
MOS
145
MGO One Seven
Ohio
$459K -$12.8K -196 -3%
BCM
146
Brookstone Capital Management
Illinois
$457K +$224K +3,412 +85%
CA
147
Centerpoint Advisors
Massachusetts
$456K -$7.34K -112 -1%
HLOC
148
H.L. Ormond & Company
North Carolina
$441K -$492K -7,504 -51%
JWCA
149
J.W. Cole Advisors
Florida
$433K -$220K -3,359 -32%
TIM
150
Thompson Investment Management
Wisconsin
$428K +$57.2K +873 +14%
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