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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
151
Fidelity Investments
Massachusetts
$22K -$26.2K -650 -56%
William Blair & Company
152
William Blair & Company
Illinois
$21K -$7.05K -175 -26%
VFA
153
Valeo Financial Advisors
Indiana
$20K -$6.04K -150 -24%
SF
154
Synovus Financial
Georgia
$19K -$18K -447 -50%
PGAM
155
Princeton Global Asset Management
New Jersey
$19K -$9.83K -244 -35%
HFA
156
Hoover Financial Advisors
Pennsylvania
$19K +$17.5K +435 New
AF
157
Advisornet Financial
Minnesota
$13K -$17.2K -428 -58%
FRA
158
Front Row Advisors
California
$13K
Citigroup
159
Citigroup
New York
$13K +$161 +4 +1%
BWM
160
BerganKDV Wealth Management
Minnesota
$11K -$16.2K -401 -61%
MCM
161
Manchester Capital Management
Vermont
$10K
JWBC
162
John W. Brooker & Co
California
$9K
JPLA
163
Joseph P. Lucia & Associates
New York
$9K
OPS
164
Orion Portfolio Solutions
Nebraska
$9K
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$6.53K -162 -46%
RDWM
166
Red Door Wealth Management
Tennessee
$6K -$1.37K -34 -18%
DI
167
Disciplined Investments
Oklahoma
$5K -$5.52K -137 -53%
QCG
168
Quadrant Capital Group
Ohio
$5K
FFW
169
Fusion Family Wealth
New York
$4K +$201 +5 +5%
PWM
170
Provident Wealth Management
Tennessee
$3K -$1.12M -27,772 -100%
CMA
171
Cedar Mountain Advisors
Oregon
$3K -$886 -22 -21%
SPIA
172
Steward Partners Investment Advisory
New York
$3K
CAGAS
173
Capital Advisory Group Advisory Services
Minnesota
$2K
IF
174
Ironwood Financial
Arizona
$2K
GRP
175
Global Retirement Partners
California
$2K +$1.93K +48 New