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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
176
William Blair & Company
Illinois
$201K
BTWM
177
Baker Tilly Wealth Management
Wisconsin
$200K +$204K +3,023 New
IHWM
178
Iron Horse Wealth Management
Iowa
$195K -$13.7K -203 -6%
GKWIM
179
Gerber Kawasaki Wealth & Investment Management
California
$190K -$155K -2,297 -44%
BEI
180
Benjamin Edwards Inc
Missouri
$183K +$30.6K +455 +20%
APA
181
American Portfolios Advisors
New York
$180K +$11.9K +177 +7%
CF
182
Centaurus Financial
California
$114K -$1.42K -21 -1%
APWA
183
Atlas Private Wealth Advisors
New Jersey
$91K -$3.37K -50 -4%
CHA
184
Carmichael Hill & Associates
Maryland
$70K
FGAM
185
Financial Gravity Asset Management
Texas
$66K
Fidelity Investments
186
Fidelity Investments
Massachusetts
$64K +$18.7K +278 +41%
CFD
187
Creative Financial Designs
Indiana
$57K
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$56K -$21.4K -318 -27%
AF
189
Advisornet Financial
Minnesota
$54K
EWM
190
EPG Wealth Management
Georgia
$52K +$53.4K +792 New
PFGIA
191
Patriot Financial Group Insurance Agency
Massachusetts
$47K -$539 -8 -1%
SWM
192
Selective Wealth Management
Virginia
$44K
GRP
193
Global Retirement Partners
California
$43K +$3.44K +51 +8%
CAGAS
194
Capital Advisory Group Advisory Services
Minnesota
$42K +$6.74K +100 +19%
AWA
195
Arkadios Wealth Advisors
Georgia
$41K -$53.4K -792 -56%
AA
196
Ancora Advisors
Ohio
$40K
BW
197
Bison Wealth
Georgia
$40K
JGIA
198
Jackson Grant Investment Advisers
Connecticut
$39K +$135 +2 +0.3%
BA
199
Ballast Advisors
Minnesota
$35K
PGAM
200
Princeton Global Asset Management
New Jersey
$31K +$135 +2 +0.4%