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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
FPW
801
Flagship Private Wealth
Massachusetts
$368K
ACM
802
AlphaStar Capital Management
North Carolina
$366K -$283K -556 -44%
OIA
803
Optimum Investment Advisors
Illinois
$365K
AIP
804
Almanack Investment Partners
Pennsylvania
$363K
CS
805
Cannell & Spears
New York
$363K
BAM
806
Baldrige Asset Management
Pennsylvania
$362K
JAG
807
Journey Advisory Group
Kentucky
$362K
T
808
TCWP
Ohio
$362K +$356K +700 New
ZIM
809
Zacks Investment Management
Illinois
$361K -$509 -1 -0.1%
APC
810
Asset Planning Corporation
Tennessee
$361K +$355K +697 New
Thrivent Financial for Lutherans
811
Thrivent Financial for Lutherans
Minnesota
$360K
FFN
812
Focus Financial Network
Minnesota
$360K +$126K +248 +56%
CAM
813
Carret Asset Management
New York
$359K
FMBTD
814
First Midwest Bank Trust Division
Illinois
$359K
CCA
815
Clearwater Capital Advisors
Illinois
$358K
BZWA
816
Blue Zone Wealth Advisors
California
$357K
PCA
817
Personal Capital Advisors
California
$356K +$67.2K +132 +24%
RWA
818
Redmont Wealth Advisors
Illinois
$355K +$349K +685 New
ME
819
McIlrath & Eck
Washington
$354K -$9.16K -18 -3%
LFAS
820
Level Four Advisory Services
Texas
$354K +$348K +684 New
SWM
821
Southern Wealth Management
Texas
$354K +$348K +684 New
LWM
822
Laidlaw Wealth Management
New York
$353K +$509 +1 +0.1%
CFS
823
CRA Financial Services
New Jersey
$352K
WA
824
WP Advisors
California
$350K +$14.8K +29 +4%
AW
825
ACG Wealth
Georgia
$349K