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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
151
Beaumont Financial Advisors
Massachusetts
$715K -$1.6K -25 -0.2%
SCM
152
SOL Capital Management
Maryland
$690K
KPWS
153
Kestra Private Wealth Services
Texas
$689K
MOS
154
MGO One Seven
Ohio
$687K +$193K +3,013 +40%
HA
155
HFG Advisors
Ohio
$654K -$76.5K -1,192 -11%
CG
156
Colony Group
Massachusetts
$638K +$93.3K +1,454 +17%
US Bancorp
157
US Bancorp
Minnesota
$626K +$613K +9,554 +8,381%
PSF
158
Pacific Sun Financial
California
$615K -$12.2K -190 -2%
SL
159
Salomon & Ludwin
Virginia
$608K +$169K +2,640 +39%
Jones Financial Companies
160
Jones Financial Companies
Missouri
$607K +$333K +5,185 +124%
BCM
161
Brookstone Capital Management
Illinois
$601K +$24.7K +385 +4%
BFM
162
Broadview Financial Management
Wisconsin
$601K -$47.6K -741 -7%
ACM
163
Advance Capital Management
Michigan
$599K
TC
164
TAGStone Capital
North Carolina
$589K +$578 +9 +0.1%
AAS
165
Ameritas Advisory Services
Nebraska
$572K +$265K +4,131 +88%
TIM
166
Thompson Investment Management
Wisconsin
$570K +$3.21K +50 +0.6%
WAG
167
Wallace Advisory Group
California
$567K +$562K +8,757 New
AL
168
ACAS LLC
California
$560K +$556K +8,660 New
SWM
169
Spire Wealth Management
Virginia
$541K +$537K +8,366 New
JIC
170
Johnson Investment Counsel
Ohio
$517K
PAG
171
Private Advisor Group
New Jersey
$514K +$2.91M +45,303 +50%
EFG
172
Everhart Financial Group
Ohio
$505K +$74.6K +1,162 +18%
OGF
173
Orin Green Financial
California
$500K -$18.4K -287 -4%
IWC
174
Integrated Wealth Concepts
Massachusetts
$484K +$480K +7,485 New
VCM
175
Virtue Capital Management
Tennessee
$475K +$471K +7,332 New