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

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
151
TAGStone Capital
North Carolina
$629K +$2.55K +39 +0.4%
ACM
152
Advance Capital Management
Michigan
$625K -$10.5K -160 -2%
CPRC
153
Consolidated Portfolio Review Corp
New York
$598K +$45.1K +690 +9%
AL
154
ACAS LLC
California
$596K +$131 +2 +0%
WAG
155
Wallace Advisory Group
California
$578K – – –
TIM
156
Thompson Investment Management
Wisconsin
$551K -$10.5K -160 -2%
JIC
157
Johnson Investment Counsel
Ohio
$549K – – –
HAG
158
HF Advisory Group
Maryland
$543K +$36.8K +563 +8%
IWA
159
Inspirion Wealth Advisors
Illinois
$536K +$19.6K +300 +4%
EFG
160
Everhart Financial Group
Ohio
$535K +$327 +5 +0.1%
CA
161
Cetera Advisors
Colorado
$530K +$133K +2,035 +36%
MSAM
162
Moloney Securities Asset Management
Missouri
$520K -$34K -521 -6%
OGF
163
Orin Green Financial
California
$517K -$10.8K -165 -2%
SWP
164
Stratos Wealth Partners
Ohio
$512K -$1.83K -28 -0.4%
NA
165
NewEdge Advisors
Louisiana
$501K -$23.5K -359 -5%
CAG
166
Csenge Advisory Group
Florida
$501K -$581K -8,893 -55%
BCI
167
Brinker Capital Investments
Pennsylvania
$493K -$126K -1,934 -21%
OPS
168
Orion Portfolio Solutions
Nebraska
$493K -$126K -1,934 -21%
LA
169
LexAurum Advisors
Kansas
$487K +$59.2K +906 +15%
SIC
170
SJS Investment Consulting
Ohio
$481K – – –
JGCM
171
Joseph Group Capital Management
Ohio
$479K -$9.61K -147 -2%
BTWM
172
Baker Tilly Wealth Management
Wisconsin
$478K -$53.6K -820 -11%
BFA
173
Beaumont Financial Advisors
Massachusetts
$478K -$214K -3,269 -32%
OBWG
174
Onyx Bridge Wealth Group
New York
$473K -$10.5K -160 -2%
NAM
175
NTV Asset Management
West Virginia
$463K – – –
5 6
7
8 9