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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
176
Onyx Bridge Wealth Group
New York
$470K +$450K +7,015 New
IWA
177
Inspirion Wealth Advisors
Illinois
$467K +$237K +3,686 +104%
JGCM
178
Joseph Group Capital Management
Ohio
$464K +$11.8K +184 +3%
HAG
179
HF Advisory Group
Maryland
$459K +$455K +7,092 New
SPC
180
Sigma Planning Corp
Michigan
$455K -$7.77K -121 -2%
SIC
181
SJS Investment Consulting
Ohio
$453K
MSAM
182
Moloney Securities Asset Management
Missouri
$444K +$94K +1,464 +27%
NAM
183
NTV Asset Management
West Virginia
$435K
MFWP
184
Mosaic Family Wealth Partners
Missouri
$424K +$421K +6,556 New
GWP
185
Gateway Wealth Partners
Wisconsin
$410K +$407K +6,336 New
CA
186
Centerpoint Advisors
Massachusetts
$408K -$51.5K -802 -11%
PA
187
PFG Advisors
Arizona
$408K +$109K +1,700 +37%
BTWM
188
Baker Tilly Wealth Management
Wisconsin
$405K +$34.2K +533 +9%
AWAU
189
Alliance Wealth Advisors (Utah)
Utah
$402K +$399K +6,218 New
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$402K +$321 +5 +0.1%
LA
191
LexAurum Advisors
Kansas
$402K -$24.5K -381 -6%
FWM
192
Foresight Wealth Management
Utah
$383K -$3.12M -48,661 -89%
CGA
193
Crescent Grove Advisors
Illinois
$380K +$28.6K +445 +8%
MF
194
Meridian Financial
Massachusetts
$379K
SM
195
Sensible Money
Arizona
$372K +$369K +5,747 New
IA
196
Insight Advisors
Pennsylvania
$366K +$29.7K +463 +9%
MWA
197
Motive Wealth Advisors
Michigan
$365K -$53.5K -833 -13%
KFS
198
Kelly Financial Services
Massachusetts
$361K +$355K +5,524 +9,524%
CWM
199
Catalyst Wealth Management
Georgia
$357K +$354K +5,512 New
SFP
200
Sterling Financial Planning
New Jersey
$352K +$23.2K +362 +7%