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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
201
WealthPlan Investment Management
Nebraska
$542K +$562K +6,371 New
BC
202
Burney Company
Virginia
$527K -$267K -3,029 -33%
PA
203
PFG Advisors
Arizona
$519K -$7.14K -81 -1%
FF
204
Friday Financial
Iowa
$515K -$13.1K -149 -2%
KPWS
205
Kestra Private Wealth Services
Texas
$509K +$229K +2,595 +77%
TWM
206
Topsail Wealth Management
North Carolina
$504K +$22.9K +260 +5%
CC
207
Cultivar Capital
Texas
$502K +$135K +1,535 +35%
Janney Montgomery Scott
208
Janney Montgomery Scott
Pennsylvania
$500K -$13.7K -155 -3%
CIA
209
Concurrent Investment Advisors
Florida
$493K -$1.5K -17 -0.3%
BAM
210
Belpointe Asset Management
Nevada
$489K -$21.7K -246 -4%
FCA
211
Fortis Capital Advisors
Kansas
$489K -$21.7K -246 -4%
QCM
212
QRG Capital Management
Illinois
$489K -$20.7K -235 -4%
MWM
213
Meridian Wealth Management
Kentucky
$485K +$7.67K +87 +2%
NG
214
Norden Group
Utah
$482K +$5.47K +62 +1%
CGA
215
Crescent Grove Advisors
Illinois
$480K
OGF
216
Orin Green Financial
California
$477K -$2.73K -31 -0.6%
MF
217
Meridian Financial
Massachusetts
$465K -$26.4K -300 -5%
JWCA
218
J.W. Cole Advisors
Florida
$458K +$57.4K +651 +14%
FNWA
219
Financial Network Wealth Advisors
Utah
$452K -$1.68K -19 -0.4%
IA
220
IFP Advisors
Florida
$450K -$132K -1,496 -22%
TWM
221
Trueblood Wealth Management
Ohio
$443K +$2.03K +23 +0.4%
FA
222
Flagstar Advisors
New York
$443K -$12.2K -138 -3%
SCA
223
STALEY CAPITAL ADVISERS
Pennsylvania
$435K
VA
224
Valmark Advisers
Ohio
$429K -$33.4K -379 -7%
KFAS
225
Keating Financial Advisory Services
Kansas
$423K