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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
MBWA
451
Marin Bay Wealth Advisors
California
$2.48M -$14.7K -22 -0.6%
RDWM
452
Red Door Wealth Management
Tennessee
$2.48M +$2.68K +4 +0.1%
FCH
453
Freestone Capital Holdings
Washington
$2.47M -$71.7K -107 -3%
WAP
454
Wealthcare Advisory Partners
Pennsylvania
$2.47M -$152K -227 -6%
GRP
455
Global Retirement Partners
California
$2.45M +$2.33M +3,483 New
SL
456
Sentinus LLC
Illinois
$2.45M +$33.5K +50 +1%
FF
457
Finley Financial
Nevada
$2.44M -$100K -150 -4%
GFP
458
Gryphon Financial Partners
Ohio
$2.44M +$981K +1,465 +73%
VAS
459
Vestmark Advisory Solutions
Massachusetts
$2.43M +$407K +608 +21%
APFP
460
Action Point Financial Planning
Michigan
$2.42M +$2.3M +3,437 New
BWFA
461
Baltimore-Washington Financial Advisors
Maryland
$2.41M -$238K -356 -9%
BAAM
462
Baker Avenue Asset Management
California
$2.41M +$1.21M +1,800 +111%
1IA
463
1834 Investment Advisors
Wisconsin
$2.39M -$3.35K -5 -0.1%
Chevy Chase Trust
464
Chevy Chase Trust
Maryland
$2.36M
GCM
465
Glaxis Capital Management
Florida
$2.35M +$2.01M +3,000 +882%
CFA
466
CWS Financial Advisors
Michigan
$2.34M +$4.69K +7 +0.2%
EFG
467
Embree Financial Group
Illinois
$2.32M +$19.4K +29 +0.9%
KWM
468
Kingsview Wealth Management
Oregon
$2.31M -$533K -796 -20%
PTC
469
Private Trust Company
Ohio
$2.29M +$542K +810 +33%
AG
470
AlTi Global
New York
$2.29M
RSS
471
Rosenblum Silverman Sutton
California
$2.27M -$91.7K -137 -4%
ZIC
472
ZWJ Investment Counsel
Georgia
$2.27M -$91.7K -137 -4%
OSNBOA
473
Old Second National Bank of Aurora
Illinois
$2.24M -$2.01K -3 -0.1%
VWM
474
Venturi Wealth Management
Texas
$2.22M
CNBOF
475
City National Bank of Florida
Florida
$2.21M +$1.35M +2,023 +181%