We are live on ! Find out more
MDYV icon

State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
176
Fidelity Investments
Massachusetts
$665K +$479K +6,613 +310%
SCM
177
SOL Capital Management
Maryland
$629K -$3.62K -50 -0.6%
JIC
178
Johnson Investment Counsel
Ohio
$607K
KAS
179
KPP Advisory Services
Kentucky
$602K +$574K +7,921 New
WAG
180
Wallace Advisory Group
California
$601K -$34.3K -473 -5%
PA
181
PFG Advisors
Arizona
$567K -$44K -608 -8%
CWS
182
Confluence Wealth Services
Pennsylvania
$563K +$536K +7,405 New
AWAU
183
Alliance Wealth Advisors (Utah)
Utah
$561K +$18.8K +259 +4%
EFG
184
Everhart Financial Group
Ohio
$560K -$13.5K -187 -2%
RJA
185
Raymond James & Associates
Florida
$548K -$18.2K -251 -3%
FW
186
FirstPurpose Wealth
Utah
$538K +$7.75K +107 +1%
SIC
187
SJS Investment Consulting
Ohio
$532K
FTUS
188
Flow Traders U.S.
New York
$526K +$502K +6,926 New
CAG
189
Csenge Advisory Group
Florida
$524K -$364K -5,029 -42%
LA
190
LexAurum Advisors
Kansas
$516K
AFG
191
ABLE Financial Group
Arizona
$514K -$8.6M -118,801 -95%
LWM
192
LongView Wealth Management
Georgia
$510K +$36.9K +510 +8%
LNC
193
Lincoln National Corp
Pennsylvania
$508K +$199K +2,747 +70%
AL
194
ACAS LLC
California
$505K -$145K -2,002 -23%
SOS
195
Silver Oak Securities
Tennessee
$501K -$124K -1,715 -21%
OGF
196
Orin Green Financial
California
$500K -$479K -6,621 Closed
SFP
197
Sterling Financial Planning
New Jersey
$499K -$25.7K -355 -5%
BFA
198
Bill Few Associates
Pennsylvania
$498K +$145 +2 +0%
OBWG
199
Onyx Bridge Wealth Group
New York
$485K +$1.45K +20 +0.3%
BTWM
200
Baker Tilly Wealth Management
Wisconsin
$483K -$114K -1,572 -20%