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

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
151
Prime Capital Investment Advisors
Kansas
$990K +$798K +9,904 +336%
HA
152
HFG Advisors
Ohio
$989K -$18.8K -233 -2%
SOS
153
Silver Oak Securities
Tennessee
$968K +$178K +2,212 +21%
SWM
154
SFG Wealth Management
Maryland
$965K +$1.01M +12,526 New
CIA
155
Cape Investment Advisory
Georgia
$941K -$6.12K -76 -0.6%
WAM
156
Weinberger Asset Management
California
$910K -$64.8K -805 -6%
KF
157
Krilogy Financial
Missouri
$905K -$34K -422 -3%
CFS
158
Commonwealth Financial Services
West Virginia
$900K -$2.09K -26 -0.2%
BFA
159
Bill Few Associates
Pennsylvania
$884K +$29.3K +364 +3%
KFGK
160
Keystone Financial Group (Kentucky)
Kentucky
$836K +$9.18K +114 +1%
MCM
161
MidAtlantic Capital Management
Virginia
$833K – – –
FA
162
Fiduciary Alliance
South Carolina
$832K +$130K +1,615 +18%
IWA
163
Invera Wealth Advisors
Oregon
$826K +$6.28K +78 +0.7%
WA
164
Wambolt & Associates
Colorado
$813K -$26.4K -328 -3%
GLA
165
Good Life Advisors
Pennsylvania
$805K +$11.5K +143 +1%
MAMG
166
Milestone Asset Management Group
Connecticut
$792K +$15.1K +188 +2%
PWG
167
Portside Wealth Group
Utah
$754K +$43.2K +537 +6%
TC
168
TAGStone Capital
North Carolina
$741K +$19.8K +246 +3%
PSF
169
Pacific Sun Financial
California
$708K +$6.04K +75 +0.8%
ACM
170
Advance Capital Management
Michigan
$700K – – –
ECA
171
Elevated Capital Advisors
Utah
$693K -$12K -149 -2%
EA
172
Eclectic Associates
California
$690K -$38.7K -481 -5%
AI
173
Atria Investments
North Carolina
$655K -$120K -1,496 -15%
LA
174
LexAurum Advisors
Kansas
$644K +$4.59K +57 +0.7%
JIC
175
Johnson Investment Counsel
Ohio
$643K – – –
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7
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