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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KF
1
Krilogy Financial
Missouri
$18.5M +$814K +16,124 +5%
AA
2
Advisory Alpha
Michigan
$14.5M +$12M +238,444 +610%
AIA
3
Allegis Investment Advisors
Idaho
$12.5M +$12.3M +243,550 New
MWA
4
MFA Wealth Advisors
Pennsylvania
$6.87M +$6.66M +131,812 New
UBS Group
5
UBS Group
Switzerland
$6.34M +$2.86M +56,550 +85%
RJA
6
Raymond James & Associates
Florida
$6.06M +$251K +4,964 +4%
FWP
7
FAS Wealth Partners
Kansas
$5.72M +$223K +4,406 +4%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$5.4M +$1.65M +32,604 +45%
ML
9
McAdam LLC
Pennsylvania
$4.65M
HA
10
Harborview Advisors
Maine
$4.47M +$4.39M +86,942 New
SEIA
11
Signature Estate & Investment Advisors
California
$4.27M +$67.4K +1,334 +2%
Bank of America
12
Bank of America
North Carolina
$3.85M +$144K +2,850 +4%
OA
13
Opes Advisors
California
$3.55M +$288K +5,706 +9%
SAM
14
Stringer Asset Management
Tennessee
$3.2M +$3.14M +62,156 New
TW
15
Transform Wealth
Colorado
$3.11M +$170K +3,368 +6%
FNT
16
First National Trust
Pennsylvania
$3.04M +$1.62M +32,036 +118%
Morgan Stanley
17
Morgan Stanley
New York
$3.04M -$83.9K -1,662 -3%
GIA
18
GHP Investment Advisors
Colorado
$2.98M +$156K +3,090 +6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.77M +$68.7K +1,360 +3%
AP
20
Appleton Partners
Massachusetts
$2.71M -$520K -10,296 -16%
APP
21
Avantax Planning Partners
Iowa
$2.6M -$109K -2,154 -4%
Axa
22
Axa
France
$2.38M
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.27M -$1.35M -26,674 -38%
SDWMA
24
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.27M +$3.13K +62 +0.1%
ADL
25
Asset Dedication LLC
California
$2.26M +$121K +2,404 +6%