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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Meridian Wealth Management
Kentucky
$414K +$416K +5,671 New
MF
202
Meridian Financial
Massachusetts
$413K
AWS
203
Atria Wealth Solutions
New York
$401K +$132K +1,803 +49%
PMG
204
ProVise Management Group
Florida
$390K -$45.5K -620 -10%
SG
205
Sharper & Granite
California
$385K -$34.5K -470 -8%
AR
206
Apeiron RIA
Texas
$382K -$34.2K -466 -8%
SCA
207
STALEY CAPITAL ADVISERS
Pennsylvania
$373K
BWA
208
Burt Wealth Advisors
Maryland
$361K -$40.5K -552 -10%
CCM
209
Condor Capital Management
New Jersey
$360K -$5.5K -75 -1%
KFP
210
KMG Fiduciary Partners
Ohio
$354K
AFG
211
ABLE Financial Group
Arizona
$352K -$142K -1,939 -29%
FAIM
212
Financial Advocates Investment Management
Washington
$348K +$5.65K +77 +2%
WAG
213
Wallace Advisory Group
California
$346K -$253K -3,444 -42%
FPCP
214
Fort Point Capital Partners
California
$344K +$1.4K +19 +0.4%
TI
215
Trexquant Investment
Connecticut
$342K +$345K +4,694 New
MYIA
216
Mount Yale Investment Advisors
Colorado
$335K +$1.76K +24 +0.5%
JWCA
217
J.W. Cole Advisors
Florida
$331K -$1.61K -22 -0.5%
Brown Advisory
218
Brown Advisory
Maryland
$330K
FTS
219
Fifth Third Securities
Ohio
$328K +$18.6K +253 +6%
IWA
220
Inspirion Wealth Advisors
Illinois
$315K
RPGK
221
Retirement Planning Group (Kansas)
Kansas
$310K +$73.1K +996 +31%
AWA
222
Acorn Wealth Advisors
Michigan
$305K -$8.37K -114 -3%
CAGAS
223
Capital Advisory Group Advisory Services
Minnesota
$298K +$10.4K +142 +4%
CA
224
Centerpoint Advisors
Massachusetts
$295K -$25.8K -352 -8%
AAS
225
Ameritas Advisory Services
Nebraska
$291K -$73.5K -1,001 -20%