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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
$1.06M +$238K +2,701 +28%
CIA
152
Cape Investment Advisory
Georgia
$1.03M -$25K -284 -2%
CFB
153
Cullen/Frost Bankers
Texas
$1.02M
BMWS
154
Brady Martz Wealth Solutions
North Dakota
$1.01M -$148K -1,676 -12%
MAMG
155
Milestone Asset Management Group
Connecticut
$997K +$14K +159 +1%
LAM
156
Lewis Asset Management
California
$996K -$9.08K -103 -0.9%
KFGK
157
Keystone Financial Group (Kentucky)
Kentucky
$981K +$22.2K +252 +2%
WA
158
Walsh & Associates
Florida
$981K +$13.5K +153 +1%
JWS
159
Juncture Wealth Strategies
Arizona
$978K -$275K -3,122 -21%
ASN
160
Advisory Services Network
Georgia
$974K -$73.1K -829 -7%
Natixis Advisors
161
Natixis Advisors
Massachusetts
$967K +$12.8K +145 +1%
KF
162
Krilogy Financial
Missouri
$967K +$264 +3 +0%
RWM
163
Rialto Wealth Management
New York
$918K +$76.5K +868 +9%
LA
164
LexAurum Advisors
Kansas
$916K +$948K +10,756 New
CFS
165
Commonwealth Financial Services
West Virginia
$908K
Cerity Partners
166
Cerity Partners
New York
$902K +$702K +7,964 +303%
OBWG
167
Onyx Bridge Wealth Group
New York
$901K -$65.9K -748 -7%
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$900K -$3.2M -36,280 -77%
IWA
169
Invera Wealth Advisors
Oregon
$896K -$13K -148 -1%
WAM
170
Weinberger Asset Management
California
$883K -$24.8K -281 -3%
SG
171
Sharper & Granite
California
$860K
PWG
172
Portside Wealth Group
Utah
$845K -$101K -1,140 -10%
GAA
173
Global Assets Advisory
Florida
$833K +$751K +8,513 New
KAS
174
KPP Advisory Services
Kentucky
$824K +$51.3K +582 +6%
CL
175
CVFG LLC
Indiana
$818K +$847K +9,603 New