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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
176
Jackson Creek Investment Advisors
Colorado
$303K -$105K -1,502 -26%
1WM
177
1900 Wealth Management
Texas
$296K -$367K -5,253 -56%
AAS
178
Ameritas Advisory Services
Nebraska
$294K +$289K +4,133 New
MCP
179
Mirador Capital Partners
California
$286K +$56.9K +814 +25%
SA
180
Scarborough Advisors
Maryland
$286K +$281K +4,018 New
CPA
181
Clear Perspective Advisors
Illinois
$282K
SL
182
Salomon & Ludwin
Virginia
$280K +$26K +371 +10%
PA
183
PFG Advisors
Arizona
$276K +$36.6K +523 +16%
SDWMA
184
Schneider Downs Wealth Management Advisors
Pennsylvania
$274K
AWA
185
Acorn Wealth Advisors
Michigan
$273K +$1.05K +15 +0.4%
BTWM
186
Baker Tilly Wealth Management
Wisconsin
$262K +$46.5K +665 +22%
JFS
187
JD Financial Services
Pennsylvania
$256K
JMPWA
188
JP Morgan Private Wealth Advisors
California
$254K +$7.55K +108 +3%
RT
189
Rockland Trust
Massachusetts
$251K -$9.44K -135 -4%
W
190
WorthPointe
California
$220K +$228K +3,264 New
HI
191
Harbour Investments
Wisconsin
$219K -$677K -9,672 -76%
LWAC
192
Laurel Wealth Advisors (California)
California
$219K -$3.92K -56 -2%
VAS
193
Vestmark Advisory Solutions
Massachusetts
$217K +$213K +3,046 New
GKWIM
194
Gerber Kawasaki Wealth & Investment Management
California
$216K +$11.4K +163 +6%
APA
195
American Portfolios Advisors
New York
$214K +$20.7K +296 +11%
SS
196
Simplicity Solutions
Minnesota
$214K -$8.88K -127 -4%
HCWM
197
Harrison & Co Wealth Management
Virginia
$213K +$210K +2,995 New
IHWM
198
Iron Horse Wealth Management
Iowa
$209K -$140 -2 -0.1%
WWM
199
WJ Wealth Management
Arizona
$208K -$102K -1,455 -33%
William Blair & Company
200
William Blair & Company
Illinois
$206K -$9.09K -130 -4%