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

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
126
Kestra Advisory Services
Texas
$710K -$555K -8,699 -41%
EA
127
Eclectic Associates
California
$668K -$73.6K -1,153 -9%
HA
128
HFG Advisors
Ohio
$653K +$8.55K +134 +1%
BFA
129
Beaumont Financial Advisors
Massachusetts
$640K +$706K +11,068 New
CWM
130
Cornerstone Wealth Management
Missouri
$631K +$1.53K +24 +0.2%
KPWS
131
Kestra Private Wealth Services
Texas
$616K – – –
SCM
132
SOL Capital Management
Maryland
$616K – – –
BFM
133
Broadview Financial Management
Wisconsin
$580K +$25.8K +405 +4%
SWP
134
Stratos Wealth Partners
Ohio
$561K -$33.5K -525 -5%
PSF
135
Pacific Sun Financial
California
$561K -$3.83K -60 -0.6%
VWA
136
Visionary Wealth Advisors
Illinois
$561K +$24.9K +390 +4%
ACM
137
Advance Capital Management
Michigan
$535K +$52.1K +817 +10%
TC
138
TAGStone Capital
North Carolina
$525K -$31.6K -495 -5%
BCM
139
Brookstone Capital Management
Illinois
$506K +$72.4K +1,134 +15%
TIM
140
Thompson Investment Management
Wisconsin
$506K +$108K +1,690 +24%
CG
141
Colony Group
Massachusetts
$486K -$957 -15 -0.2%
JIC
142
Johnson Investment Counsel
Ohio
$462K – – –
OGF
143
Orin Green Financial
California
$462K – – –
KFGK
144
Keystone Financial Group (Kentucky)
Kentucky
$448K +$76.6K +1,201 +18%
GVAG
145
Great Valley Advisor Group
Delaware
$442K +$2.17K +34 +0.4%
MOS
146
MGO One Seven
Ohio
$439K +$255 +4 +0.1%
HLOC
147
H.L. Ormond & Company
North Carolina
$420K -$830 -13 -0.2%
SPC
148
Sigma Planning Corp
Michigan
$413K -$44.7K -700 -9%
CA
149
Centerpoint Advisors
Massachusetts
$411K -$27.5K -431 -6%
SIC
150
SJS Investment Consulting
Ohio
$405K +$447K +7,000 New
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