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

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
201
Total Wealth Planning
Ohio
$507K -$7.85M -93,712 -94%
BAM
202
Belpointe Asset Management
Nevada
$507K -$9.96K -119 -2%
FCA
203
Fortis Capital Advisors
Kansas
$507K -$9.96K -119 -2%
QCM
204
QRG Capital Management
Illinois
$506K +$4.69K +56 +0.9%
IAA
205
Independent Advisor Alliance
North Carolina
$499K +$13K +155 +3%
CIA
206
Concurrent Investment Advisors
Florida
$492K +$5.02K +60 +1%
MF
207
Meridian Financial
Massachusetts
$488K – – –
TWM
208
Topsail Wealth Management
North Carolina
$480K – – –
CGA
209
Crescent Grove Advisors
Illinois
$477K -$19.1K -228 -4%
OGF
210
Orin Green Financial
California
$477K – – –
MWM
211
Meridian Wealth Management
Kentucky
$474K +$2.09K +25 +0.4%
NG
212
Norden Group
Utah
$473K +$11.4K +136 +2%
LWM
213
LongView Wealth Management
Georgia
$466K +$1.51K +18 +0.3%
VA
214
Valmark Advisers
Ohio
$459K +$31.3K +374 +7%
FA
215
Flagstar Advisors
New York
$452K +$17.3K +207 +4%
FNWA
216
Financial Network Wealth Advisors
Utah
$451K +$7.12K +85 +2%
TWM
217
Trueblood Wealth Management
Ohio
$438K +$1.93K +23 +0.4%
TVPW
218
Third View Private Wealth
Connecticut
$438K +$433K +5,176 New
SCA
219
STALEY CAPITAL ADVISERS
Pennsylvania
$433K – – –
KFAS
220
Keating Financial Advisory Services
Kansas
$421K +$416K +4,971 New
SM
221
Sensible Money
Arizona
$417K -$64.5K -770 -14%
TRCT
222
Tower Research Capital (TRC)
New York
$417K +$412K +4,924 New
CAG
223
Csenge Advisory Group
Florida
$416K +$3.77K +45 +0.9%
WP
224
WealthPLAN Partners
Nebraska
$415K -$84.5K -1,009 -17%
KFP
225
KMG Fiduciary Partners
Ohio
$410K – – –
7 8
9
10 11