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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
OC
301
Oppenheimer & Co
New York
$3.34M -$280K -613 -8%
SBH
302
Segall Bryant & Hamill
Illinois
$3.33M +$16.4K +36 +0.5%
NFP
303
Novak Financial Planning
Maryland
$3.32M -$267K -585 -8%
SJIM
304
St. Johns Investment Management
Florida
$3.25M -$141K -309 -4%
BP
305
Ballentine Partners
Massachusetts
$3.24M
SWP
306
Summit Wealth Partners
Florida
$3.23M -$14.6K -32 -0.5%
AF
307
Allworth Financial
California
$3.19M +$531K +1,165 +21%
PWP
308
Personal Wealth Partners
Minnesota
$3.19M -$159K -348 -5%
BA
309
Bristlecone Advisors
Washington
$3.18M -$59.3K -130 -2%
MWM
310
Meridian Wealth Management
Kentucky
$3.18M -$42.4K -93 -1%
GEA
311
Glen Eagle Advisors
New Jersey
$3.18M +$62.9K +138 +2%
DI
312
Disciplined Investments
Oklahoma
$3.17M -$261K -572 -8%
GAM
313
Gould Asset Management
California
$3.12M -$160K -350 -5%
NAMP
314
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.08M -$182K -400 -6%
IWA
315
Intercontinental Wealth Advisors
Texas
$3.08M -$119K -261 -4%
SAG
316
Spotlight Asset Group
Illinois
$3.08M +$2.11M +4,632 +253%
NGA
317
Naples Global Advisors
Florida
$3.07M
CC
318
Courier Capital
New York
$3.05M +$34.2K +75 +1%
KFGK
319
Keystone Financial Group (Kentucky)
Kentucky
$3M -$456 -1 -0%
SC
320
Sepio Capital
Utah
$3M
WPA
321
West Paces Advisors
Georgia
$2.99M
ASN
322
Advisory Services Network
Georgia
$2.99M +$1.51M +3,312 +112%
BFG
323
Baron Financial Group
New Jersey
$2.98M -$714K -1,567 -20%
PAM
324
Pegasus Asset Management
New York
$2.97M -$88.9K -195 -3%
PAM
325
Private Asset Management
California
$2.95M -$33.3K -73 -1%