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

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
201
OneAscent Financial Services
Alabama
$467K -$29.5K -408 -6%
SFC
202
Strategic Financial Concepts
Texas
$453K +$432K +5,964 New
PMG
203
ProVise Management Group
Florida
$453K – – –
CGA
204
Crescent Grove Advisors
Illinois
$446K – – –
JGCM
205
Joseph Group Capital Management
Ohio
$441K -$27.9K -385 -6%
NA
206
NewEdge Advisors
Louisiana
$441K -$308K -4,255 -42%
CWM
207
CCG Wealth Management
California
$438K +$31.1K +429 +8%
SM
208
Sensible Money
Arizona
$437K – – –
AR
209
Apeiron RIA
Texas
$433K -$28.4K -392 -6%
MF
210
Meridian Financial
Massachusetts
$430K – – –
SG
211
Sharper & Granite
California
$427K +$30.8K +425 +8%
BWA
212
Burt Wealth Advisors
Maryland
$418K +$41.8K +577 +12%
IA
213
Insight Advisors
Pennsylvania
$414K -$28.5K -393 -7%
DP
214
Denver PWM
Colorado
$394K +$334K +4,613 New
SCA
215
STALEY CAPITAL ADVISERS
Pennsylvania
$388K – – –
NAM
216
NorthCrest Asset Manangement
Minnesota
$388K +$370K +5,108 New
CCM
217
Condor Capital Management
New Jersey
$381K -$53.1K -733 -13%
WP
218
WealthPLAN Partners
Nebraska
$372K +$155K +2,139 +78%
KFP
219
KMG Fiduciary Partners
Ohio
$368K – – –
AAS
220
Ameritas Advisory Services
Nebraska
$362K -$10.4K -144 -3%
FAIM
221
Financial Advocates Investment Management
Washington
$357K +$16.3K +225 +5%
BOSSRA
222
B.O.S.S. Retirement Advisors
Utah
$357K -$6.95K -96 -2%
FPCP
223
Fort Point Capital Partners
California
$357K -$6.95K -96 -2%
MYIA
224
Mount Yale Investment Advisors
Colorado
$347K +$331K +4,569 New
JWCA
225
J.W. Cole Advisors
Florida
$347K +$9.92K +137 +3%
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9
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