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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
176
SJS Investment Consulting
Ohio
$584K
SWM
177
Silverlake Wealth Management
Vermont
$571K +$14.9K +181 +3%
OFS
178
OneAscent Financial Services
Alabama
$568K +$2.31K +28 +0.4%
AWA
179
ARQ Wealth Advisors
Arizona
$562K -$18.6K -226 -3%
IA
180
Insight Advisors
Pennsylvania
$559K -$15.7K -191 -3%
SFGP
181
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$557K -$10.1K -123 -2%
CWM
182
CCG Wealth Management
California
$545K +$6.83K +83 +1%
SFP
183
Sterling Financial Planning
New Jersey
$544K +$165 +2 +0%
PA
184
PFG Advisors
Arizona
$529K -$21.7K -263 -4%
SWM
185
SFG Wealth Management
Maryland
$522K -$516K -6,263 -50%
BlackRock
186
BlackRock
New York
$514K
BAM
187
Belpointe Asset Management
Nevada
$509K -$8.65K -105 -2%
FCA
188
Fortis Capital Advisors
Kansas
$509K -$8.65K -105 -2%
Comerica Bank
189
Comerica Bank
Texas
$495K -$142K -1,719 -22%
QCM
190
QRG Capital Management
Illinois
$494K +$487K +5,918 New
WP
191
WealthPLAN Partners
Nebraska
$493K +$12K +146 +3%
CGA
192
Crescent Grove Advisors
Illinois
$489K
P
193
&Partners
Tennessee
$482K -$37.2K -452 -7%
MF
194
Meridian Financial
Massachusetts
$481K
CIA
195
Concurrent Investment Advisors
Florida
$480K +$474K +5,751 New
IAA
196
Independent Advisor Alliance
North Carolina
$479K -$5.11K -62 -1%
FF
197
Friday Financial
Iowa
$476K +$94.4K +1,146 +25%
SM
198
Sensible Money
Arizona
$476K
TWM
199
Topsail Wealth Management
North Carolina
$472K +$412 +5 +0.1%
OGF
200
Orin Green Financial
California
$470K -$17K -206 -4%