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

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
176
ACAS LLC
California
$634K +$66 +1 +0%
SCM
177
SOL Capital Management
Maryland
$611K – – –
SOS
178
Silver Oak Securities
Tennessee
$609K +$221K +3,347 +68%
PA
179
PFG Advisors
Arizona
$592K +$10.7K +162 +2%
JIC
180
Johnson Investment Counsel
Ohio
$586K – – –
BTWM
181
Baker Tilly Wealth Management
Wisconsin
$582K +$194K +2,927 +59%
PCIA
182
Prime Capital Investment Advisors
Kansas
$576K +$220K +3,323 +73%
WAG
183
Wallace Advisory Group
California
$562K -$1.72K -26 -0.3%
SPIA
184
Steward Partners Investment Advisory
New York
$556K +$134K +2,028 +37%
EFG
185
Everhart Financial Group
Ohio
$554K -$926 -14 -0.2%
RJA
186
Raymond James & Associates
Florida
$547K -$10.5M -159,124 -96%
AWA
187
ARQ Wealth Advisors
Arizona
$532K -$100K -1,514 -17%
FW
188
FirstPurpose Wealth
Utah
$532K +$40.3K +609 +9%
AWAU
189
Alliance Wealth Advisors (Utah)
Utah
$522K +$5.55K +84 +1%
SIC
190
SJS Investment Consulting
Ohio
$514K – – –
NAM
191
NTV Asset Management
West Virginia
$508K – – –
SFP
192
Sterling Financial Planning
New Jersey
$508K +$155K +2,342 +51%
LA
193
LexAurum Advisors
Kansas
$498K -$18.8K -284 -4%
GRP
194
Global Retirement Partners
California
$493K +$154K +2,336 +51%
OBWG
195
Onyx Bridge Wealth Group
New York
$491K -$13.6K -205 -3%
OGF
196
Orin Green Financial
California
$486K -$58.1K -879 -12%
OFS
197
OneAscent Financial Services
Alabama
$481K +$433K +6,554 New
BFA
198
Bill Few Associates
Pennsylvania
$481K +$189K +2,860 +78%
NCFG
199
New Century Financial Group
New Jersey
$472K +$425K +6,434 New
JGCM
200
Joseph Group Capital Management
Ohio
$454K -$32.8K -496 -7%
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