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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
151
Stratos Wealth Partners
Ohio
$871K -$373K -4,877 -31%
BOSSRA
152
B.O.S.S. Retirement Advisors
Utah
$866K +$184K +2,411 +28%
MCM
153
MidAtlantic Capital Management
Virginia
$859K
GLA
154
Good Life Advisors
Pennsylvania
$855K -$60.6K -793 -7%
KFGK
155
Keystone Financial Group (Kentucky)
Kentucky
$852K +$819K +10,725 New
PAS
156
Park Avenue Securities
New York
$845K +$20.9K +273 +3%
SOS
157
Silver Oak Securities
Tennessee
$843K +$312K +4,089 +63%
MPCA
158
Madison Park Capital Advisors
Washington
$838K +$6.42K +84 +0.8%
Two Sigma Investments
159
Two Sigma Investments
New York
$795K +$764K +10,000 New
EA
160
Eclectic Associates
California
$769K -$30.2K -395 -4%
FNWA
161
Financial Network Wealth Advisors
Utah
$761K +$21.1K +276 +3%
TC
162
TAGStone Capital
North Carolina
$741K +$2.98K +39 +0.4%
PSF
163
Pacific Sun Financial
California
$737K +$764 +10 +0.1%
MYIA
164
Mount Yale Investment Advisors
Colorado
$725K +$346K +4,534 +99%
ACM
165
Advance Capital Management
Michigan
$722K
BFM
166
Broadview Financial Management
Wisconsin
$719K +$2.98K +39 +0.4%
AI
167
Atria Investments
North Carolina
$695K -$183K -2,395 -21%
BFA
168
Bill Few Associates
Pennsylvania
$678K +$110K +1,445 +20%
PWG
169
Portside Wealth Group
Utah
$675K -$2.67K -35 -0.4%
JIC
170
Johnson Investment Counsel
Ohio
$663K +$27.8K +364 +5%
AWA
171
ARQ Wealth Advisors
Arizona
$628K -$2.6K -34 -0.4%
WI
172
WrapManager Inc
California
$617K -$254K -3,327 -30%
SCM
173
SOL Capital Management
Maryland
$596K -$25.2K -330 -4%
EFG
174
Everhart Financial Group
Ohio
$577K -$1.68K -22 -0.3%
SL
175
SWMG LLC
Texas
$575K -$188K -2,457 -26%