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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
601
ProVise Management Group
Florida
$348K – – –
QPWM
602
Quadrant Private Wealth Management
Pennsylvania
$343K +$38.6K +113 +13%
22CM
603
20/20 Capital Management
California
$342K – – –
LSA
604
L & S Advisors
California
$341K -$676K -1,980 -66%
VBFG
605
Vishria Bird Financial Group
Tennessee
$339K -$5.12K -15 -1%
HA
606
Harborview Advisors
Maine
$339K – – –
MAM
607
Marquette Asset Management
Minnesota
$339K – – –
Rathbones Group
608
Rathbones Group
United Kingdom
$339K – – –
RC
609
Rovin Capital
Arizona
$337K -$5.12K -15 -1%
RBC
610
Roble Belko & Company
Pennsylvania
$337K – – –
Trillium Asset Management
611
Trillium Asset Management
Massachusetts
$337K +$340K +995 New
PAM
612
Premier Asset Management
Illinois
$336K – – –
SteelPeak Wealth
613
SteelPeak Wealth
California
$333K -$129K -378 -28%
North Star Asset Management
614
North Star Asset Management
Wisconsin
$332K – – –
RWA
615
River Wealth Advisors
Pennsylvania
$329K – – –
NEIRG
616
New England Investment & Retirement Group
Massachusetts
$325K – – –
Empirical Wealth Management
617
Empirical Wealth Management
Washington
$324K – – –
Kestra Private Wealth Services
618
Kestra Private Wealth Services
Texas
$318K +$320K +937 New
Thrivent Financial for Lutherans
619
Thrivent Financial for Lutherans
Minnesota
$318K +$320K +939 New
MMPW
620
Mitchell McLeod Pugh & Williams
Alabama
$315K – – –
Northeast Financial Consultants
621
Northeast Financial Consultants
Connecticut
$312K – – –
PBF
622
Petix & Botte Financial
California
$311K -$313K -918 -50%
RPGK
623
Retirement Planning Group (Kansas)
Kansas
$310K -$12.6K -37 -4%
Oppenheimer Asset Management
624
Oppenheimer Asset Management
New York
$307K +$309K +906 New
Robertson Stephens Wealth Management
625
Robertson Stephens Wealth Management
California
$306K – – –