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State Street SPDR S&P 400 Mid Cap Value ETF
MDYV

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
201
Advisornet Financial
Minnesota
$299K +$229K +3,299 +346%
BWFA
202
Baltimore-Washington Financial Advisors
Maryland
$296K -$42.3K -611 -12%
AWA
203
Acorn Wealth Advisors
Michigan
$296K +$26.1K +377 +10%
LA
204
Latitude Advisors
Florida
$290K +$286K +4,127 New
JMPWA
205
JP Morgan Private Wealth Advisors
California
$287K +$34.2K +493 +14%
OC
206
Oppenheimer & Co
New York
$282K +$277K +4,002 New
BTWM
207
Baker Tilly Wealth Management
Wisconsin
$279K +$19.3K +279 +8%
BCM
208
Brookstone Capital Management
Illinois
$275K -$289K -4,164 -51%
PA
209
PFG Advisors
Arizona
$268K -$5.47K -79 -2%
SDWMA
210
Schneider Downs Wealth Management Advisors
Pennsylvania
$268K -$3.46K -50 -1%
TSS
211
Two Sigma Securities
New York
$260K +$256K +3,697 New
DWT
212
Dorsey & Whitney Trust
South Dakota
$251K +$247K +3,570 New
FFN
213
Focus Financial Network
Minnesota
$243K +$239K +3,453 New
CFGS
214
Concourse Financial Group Securities
Alabama
$241K -$292K -4,220 -55%
CFG
215
Carter Financial Group
Illinois
$240K +$236K +3,407 New
LSA
216
Lion Street Advisors
Texas
$230K +$227K +3,275 New
SS
217
Simplicity Solutions
Minnesota
$229K +$16.5K +238 +8%
HCWM
218
Harrison & Co Wealth Management
Virginia
$225K +$14.1K +203 +7%
SA
219
SFI Advisors
New Jersey
$224K -$38K -548 -55%
5L
220
55I LLC
Massachusetts
$223K +$19.8K +285 +10%
CAGAS
221
Capital Advisory Group Advisory Services
Minnesota
$223K +$220K +3,170 New
GKWIM
222
Gerber Kawasaki Wealth & Investment Management
California
$222K +$8.46K +122 +4%
AG
223
Ascent Group
Virginia
$222K +$219K +3,155 New
RT
224
Rockland Trust
Massachusetts
$220K -$28.6K -412 -12%
LWAC
225
Laurel Wealth Advisors (California)
California
$220K +$3.05K +44 +1%
7 8
9
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