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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCG
151
Weaver Consulting Group
California
$89K
BW
152
Bison Wealth
Georgia
$84K +$80.9K +1,534 New
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$83K +$36.2K +686 +84%
HF
154
Halpern Financial
Virginia
$79.1K +$76.2K +1,444 New
BWP
155
Baldwin Wealth Partners
Massachusetts
$68K +$34.8K +660 +113%
AWA
156
Arkadios Wealth Advisors
Georgia
$67.9K +$65.4K +1,240 New
Fidelity Investments
157
Fidelity Investments
Massachusetts
$60K +$11.9K +225 +26%
IFWM
158
Institute for Wealth Management
Colorado
$60K +$57.3K +1,087 New
CHA
159
Carmichael Hill & Associates
Maryland
$58K +$55.9K +1,060 New
PGAM
160
Princeton Global Asset Management
New Jersey
$57K -$7.91K -150 -13%
FGAM
161
Financial Gravity Asset Management
Texas
$55K +$28.5K +540 +33%
AIM
162
Arcadia Investment Management
Michigan
$54K
PA
163
Parallel Advisors
California
$53K
PFBT
164
Parkside Financial Bank & Trust
Missouri
$47K -$4.06K -77 -8%
SF
165
Synovus Financial
Georgia
$46K
DSC
166
Duncker Streett & Co
Missouri
$43K +$41.4K +785 New
CFB
167
Cullen/Frost Bankers
Texas
$41K +$264 +5 +0.7%
William Blair & Company
168
William Blair & Company
Illinois
$38K +$4.85K +92 +15%
CFD
169
Creative Financial Designs
Indiana
$34K +$3.59K +68 +12%
AA
170
Ancora Advisors
Ohio
$33K +$31.6K +600 New
BWA
171
BDO Wealth Advisors
Florida
$33K +$32.2K +611 New
VFA
172
Valeo Financial Advisors
Indiana
$32K +$158 +3 +0.5%
JGIA
173
Jackson Grant Investment Advisers
Connecticut
$31K +$158 +3 +0.5%
PA
174
Procyon Advisors
Connecticut
$30K +$28.5K +540 New
SA
175
SRH Advisors
Kansas
$29K +$158 +3 +0.6%