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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
CCG Wealth Management
California
$575K -$35K -385 -6%
KPWS
202
Kestra Private Wealth Services
Texas
$569K +$1.82K +20 +0.3%
IAA
203
Independent Advisor Alliance
North Carolina
$563K -$3.78M -41,537 -88%
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$561K +$3.64K +40 +0.7%
PA
205
PFG Advisors
Arizona
$543K -$32.9K -362 -6%
CIA
206
Concurrent Investment Advisors
Florida
$542K -$7.28K -80 -1%
MWM
207
Meridian Wealth Management
Kentucky
$540K
CGA
208
Crescent Grove Advisors
Illinois
$535K
BAM
209
Belpointe Asset Management
Nevada
$532K -$12.2K -134 -2%
FCA
210
Fortis Capital Advisors
Kansas
$532K -$12.2K -134 -2%
MF
211
Meridian Financial
Massachusetts
$518K
VA
212
Valmark Advisers
Ohio
$517K +$36.9K +405 +8%
JWCA
213
J.W. Cole Advisors
Florida
$515K +$4.55K +50 +0.9%
FNWA
214
Financial Network Wealth Advisors
Utah
$509K +$5.37K +59 +1%
VAG
215
VisionPoint Advisory Group
Texas
$502K +$41.2K +453 +9%
AWA
216
ARQ Wealth Advisors
Arizona
$500K -$104K -1,138 -18%
OGF
217
Orin Green Financial
California
$494K -$35.6K -391 -7%
TWM
218
Trueblood Wealth Management
Ohio
$493K -$91 -1 -0%
IA
219
IFP Advisors
Florida
$488K -$12.8K -141 -3%
SCA
220
STALEY CAPITAL ADVISERS
Pennsylvania
$485K
IWC
221
Integrated Wealth Concepts
Massachusetts
$484K +$143K +1,567 +44%
SCA
222
Snowden Capital Advisors
New York
$476K +$128K +1,411 +39%
KFAS
223
Keating Financial Advisory Services
Kansas
$471K
WIM
224
WealthPlan Investment Management
Nebraska
$470K -$129K -1,414 -22%
CAG
225
Csenge Advisory Group
Florida
$458K -$3.46K -38 -0.8%