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State Street SPDR S&P 400 Mid Cap Value ETF
MDYV

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
176
Onyx Bridge Wealth Group
New York
$448K +$1.65K +24 +0.3%
JGCM
177
Joseph Group Capital Management
Ohio
$433K -$19.6K -286 -4%
FW
178
FirstPurpose Wealth
Utah
$430K +$10.8K +157 +2%
MSAM
179
Moloney Securities Asset Management
Missouri
$419K -$75.6K -1,101 -15%
NA
180
NewEdge Advisors
Louisiana
$413K -$63.5K -925 -13%
CGA
181
Crescent Grove Advisors
Illinois
$380K – – –
MWM
182
Meridian Wealth Management
Kentucky
$380K +$40.7K +593 +11%
NS
183
NBC Securities
Alabama
$374K +$396K +5,770 New
MF
184
Meridian Financial
Massachusetts
$374K -$6.86K -100 -2%
SM
185
Sensible Money
Arizona
$373K – – –
SFC
186
Strategic Financial Concepts
Texas
$369K +$121K +1,758 +45%
CG
187
Colony Group
Massachusetts
$368K – – –
WC
188
Waterloo Capital
Texas
$366K +$387K +5,636 New
IA
189
Insight Advisors
Pennsylvania
$362K +$1.1K +16 +0.3%
SPIA
190
Steward Partners Investment Advisory
New York
$360K +$20.9K +305 +6%
BCI
191
Brinker Capital Investments
Pennsylvania
$350K -$121K -1,762 -25%
OPS
192
Orion Portfolio Solutions
Nebraska
$350K -$121K -1,762 -25%
AR
193
Apeiron RIA
Texas
$350K +$32.9K +479 +10%
BWA
194
Burt Wealth Advisors
Maryland
$348K – – –
SCA
195
STALEY CAPITAL ADVISERS
Pennsylvania
$331K – – –
AAS
196
Ameritas Advisory Services
Nebraska
$328K +$26.4K +384 +8%
AC
197
Avant Capital
Louisiana
$327K -$2.06K -30 -0.6%
BTWM
198
Baker Tilly Wealth Management
Wisconsin
$324K -$134K -1,951 -28%
CCM
199
Condor Capital Management
New Jersey
$321K +$52.6K +767 +18%
SOS
200
Silver Oak Securities
Tennessee
$321K +$40.6K +592 +14%
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