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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MF
176
Meridian Financial
Massachusetts
$409K
SL
177
Salomon & Ludwin
Virginia
$409K +$130K +1,869 +47%
AC
178
Avant Capital
Louisiana
$402K -$14.4K -208 -4%
SG
179
StoneX Group
New York
$402K -$139K -2,011 -26%
Brown Advisory
180
Brown Advisory
Maryland
$400K
KFGK
181
Keystone Financial Group (Kentucky)
Kentucky
$400K +$39.5K +570 +11%
JP Morgan Chase
182
JP Morgan Chase
New York
$397K -$1.59K -23 -0.4%
OMC
183
Old Mission Capital
Illinois
$386K +$380K +5,478 New
SCM
184
Southport Capital Management
Tennessee
$381K -$180K -2,601 -32%
BWA
185
Burt Wealth Advisors
Maryland
$370K +$3.05K +44 +0.8%
LWM
186
Laidlaw Wealth Management
New York
$364K -$154K -2,221 -30%
MSAM
187
Moloney Securities Asset Management
Missouri
$361K -$8.66K -125 -2%
TCM
188
Tradewinds Capital Management
Washington
$360K +$6.1K +88 +2%
SFP
189
Sterling Financial Planning
New Jersey
$358K +$6.58K +95 +2%
CAM
190
Concorde Asset Management
Michigan
$355K +$349K +5,037 New
WFA
191
Wipfli Financial Advisors
Wisconsin
$354K
CCM
192
Condor Capital Management
New Jersey
$350K -$13K -187 -4%
KFP
193
KMG Fiduciary Partners
Ohio
$349K +$69 +1 +0%
CWS
194
Cypress Wealth Services
California
$341K
SCA
195
STALEY CAPITAL ADVISERS
Pennsylvania
$340K
MWA
196
Motive Wealth Advisors
Michigan
$335K
AAS
197
Avantax Advisory Services
Texas
$330K +$326K +4,700 New
FPCP
198
Fort Point Capital Partners
California
$327K +$832 +12 +0.3%
GRP
199
Global Retirement Partners
California
$313K +$339K +4,895 New
AP
200
Appleton Partners
Massachusetts
$311K