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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
201
Ironwood Financial
Arizona
$3K – – –
GTAM
202
Global Trust Asset Management
Florida
$2K – – –
First Manhattan
203
First Manhattan
New York
$2K +$2.12K +42 New
AAP
204
Arax Advisory Partners
Colorado
$1K – – –
PWM
205
Provident Wealth Management
Tennessee
$1K +$101 +2 +10%
FGAM
206
Financial Gravity Asset Management
Texas
$1K +$807 +16 New
AF
207
Allworth Financial
California
$1K +$959 +19 New
CCC
208
Crescent Capital Consulting
Louisiana
$1K +$1.36K +27 New
RWB
209
RMR Wealth Builders
New Jersey
– -$5.83M -134,430 Closed
HF
210
HRT Financial
New York
– -$472K -10,885 Closed
FFN
211
Focus Financial Network
Minnesota
– -$280K -6,444 Closed
Bank of New York Mellon
212
Bank of New York Mellon
New York
– -$219K -5,043 Closed
VA
213
Valmark Advisers
Ohio
– -$217K -4,994 Closed
TI
214
tru Independence
Oregon
– -$210K -4,838 Closed
FHA
215
Flagship Harbor Advisors
Massachusetts
– -$96K -2,213 Closed
F
216
F3Logic
Minnesota
– -$47K -1,083 Closed
PFS
217
Prospera Financial Services
Texas
– -$33K -750 Closed
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
– -$28K -641 Closed
CHAM
219
Clear Harbor Asset Management
Connecticut
– -$15.2K -350 Closed
BWP
220
Baldwin Wealth Partners
Massachusetts
– -$15K -345 Closed
DI
221
Disciplined Investments
Oklahoma
– -$5K -123 Closed
SPIA
222
Steward Partners Investment Advisory
New York
– -$3K -68 Closed
BlackRock
223
BlackRock
New York
– -$1K -20 Closed
JCM
224
Jacobi Capital Management
Pennsylvania
– -$1K -16 Closed