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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSF
176
Pacific Sun Financial
California
$731K -$12.3K -150 -2%
ACM
177
Advance Capital Management
Michigan
$729K
IWA
178
Inspirion Wealth Advisors
Illinois
$709K +$370K +4,500 +104%
BFM
179
Broadview Financial Management
Wisconsin
$684K -$42.6K -518 -6%
JIC
180
Johnson Investment Counsel
Ohio
$670K
LA
181
LexAurum Advisors
Kansas
$666K +$178K +2,167 +35%
SCM
182
SOL Capital Management
Maryland
$626K +$24.6K +300 +4%
WI
183
WrapManager Inc
California
$618K -$5.42K -66 -0.8%
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$614K +$194K +2,359 +45%
EFG
185
Everhart Financial Group
Ohio
$583K +$329 +4 +0.1%
KAS
186
KPP Advisory Services
Kentucky
$582K +$12.9K +157 +2%
PA
187
PFG Advisors
Arizona
$577K +$21.7K +264 +4%
CAG
188
Csenge Advisory Group
Florida
$571K +$4.52K +55 +0.8%
Fidelity Investments
189
Fidelity Investments
Massachusetts
$566K +$143K +1,745 +33%
Cerity Partners
190
Cerity Partners
New York
$562K +$266K +3,242 +86%
SIC
191
SJS Investment Consulting
Ohio
$561K
WP
192
WealthPLAN Partners
Nebraska
$558K
AWA
193
ARQ Wealth Advisors
Arizona
$558K -$81.6K -993 -12%
SFGP
194
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$556K +$570K +6,934 New
LWM
195
LongView Wealth Management
Georgia
$543K +$1.89K +23 +0.3%
SL
196
SWMG LLC
Texas
$543K -$27.9K -340 -5%
Renaissance Technologies
197
Renaissance Technologies
New York
$529K +$24.6K +300 +5%
FWP
198
Falcon Wealth Planning
California
$529K +$542K +6,592 New
SG
199
Sharper & Granite
California
$525K +$101K +1,225 +23%
IA
200
Insight Advisors
Pennsylvania
$523K -$25.1K -305 -4%