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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
201
International Assets Investment Management
Florida
$206K +$202K +2,892 New
5L
202
55I LLC
Massachusetts
$205K +$202K +2,890 New
VIA
203
Vickerman Investment Advisors
Washington
$204K -$97.7K -1,397 -33%
CF
204
Centaurus Financial
California
$129K +$6.37K +91 +5%
FAG
205
Fortitude Advisory Group
Washington
$124K +$122K +1,737 New
Qube Research & Technologies (QRT)
206
Qube Research & Technologies (QRT)
United Kingdom
$114K +$87.3K +1,248 +348%
RPCONE
207
Retirement Planning Company of New England
Rhode Island
$92K +$91.3K +1,305 New
CHA
208
Carmichael Hill & Associates
Maryland
$75K
UB
209
UMB Bank
Missouri
$71K +$69.5K +993 New
AF
210
Advisornet Financial
Minnesota
$68K +$9.37K +134 +16%
Fidelity Investments
211
Fidelity Investments
Massachusetts
$65K -$3.08K -44 -5%
CFD
212
Creative Financial Designs
Indiana
$61K
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$60K
EWM
214
EPG Wealth Management
Georgia
$57K +$280 +4 +0.5%
CIAS
215
Capital Investment Advisory Services
North Carolina
$49K +$27.6K +395 +132%
SWM
216
Selective Wealth Management
Virginia
$47K
PFGIA
217
Patriot Financial Group Insurance Agency
Massachusetts
$46K -$4.97K -71 -10%
MCC
218
Money Concepts Capital
Florida
$44K +$43.6K +623 New
BW
219
Bison Wealth
Georgia
$43K
JGIA
220
Jackson Grant Investment Advisers
Connecticut
$42K +$210 +3 +0.5%
SMC
221
Smith, Moore & Co
Missouri
$39K +$38.6K +552 New
BA
222
Ballast Advisors
Minnesota
$38K
CA
223
CoreCap Advisors
Michigan
$35K +$34.1K +487 New
PGAM
224
Princeton Global Asset Management
New Jersey
$33K +$210 +3 +0.6%
AIM
225
Arcadia Investment Management
Michigan
$32K