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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
ATFA
226
All Terrain Financial Advisors
Minnesota
$5.02M +$4.9M +14,539 New
SJIM
227
St. Johns Investment Management
Florida
$5.02M -$1.24M -3,694 -20%
FCBT
228
First Citizens Bank & Trust
North Carolina
$5M -$996K -2,955 -17%
Legal & General Group
229
Legal & General Group
United Kingdom
$4.91M
MWM
230
Modera Wealth Management
New Jersey
$4.85M -$199K -591 -4%
SWP
231
Stratos Wealth Partners
Ohio
$4.82M -$103K -307 -2%
CA
232
Capital Advantage
California
$4.73M -$166K -493 -3%
BOTW
233
Bank of the West
California
$4.72M -$604K -1,793 -12%
CT
234
Cambridge Trust
Massachusetts
$4.71M -$53.6K -159 -1%
PFPT
235
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.7M +$5.73K +17 +0.1%
SCA
236
STALEY CAPITAL ADVISERS
Pennsylvania
$4.69M
WJA
237
Williams Jones & Associates
New York
$4.65M +$4.38K +13 +0.1%
PWG
238
Private Wealth Group
Florida
$4.64M +$4.53M +13,439 New
BP
239
Ballentine Partners
Massachusetts
$4.55M -$186K -553 -4%
TVWM
240
Tower View Wealth Management
Wisconsin
$4.43M +$4.32M +12,824 New
BWFA
241
Baltimore-Washington Financial Advisors
Maryland
$4.39M -$327K -971 -7%
BWAM
242
Boyd Watterson Asset Management
Ohio
$4.36M
FFSOTS
243
Fiduciary Financial Services of The Southwest
Texas
$4.29M -$117K -348 -3%
SF
244
Synovus Financial
Georgia
$4.2M +$330K +978 +9%
IWA
245
Intercontinental Wealth Advisors
Texas
$4.16M +$282K +838 +7%
Fidelity Investments
246
Fidelity Investments
Massachusetts
$4.13M +$219K +650 +6%
IA
247
IFP Advisors
Florida
$4.13M -$1.74M -5,158 -30%
SAM
248
Southernsun Asset Management
Tennessee
$4.12M +$4.01M +11,914 New
CPA
249
Capital Planning Advisors
California
$4.04M +$425K +1,260 +12%
SBWM
250
Sunflower Bank Wealth Management
Arizona
$4M +$3.9M +11,570 New