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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
801
Turtle Creek Wealth Advisors
Texas
$603K +$571K +1,064 New
CAC
802
Certified Advisory Corp
Florida
$602K +$19.3K +36 +4%
Valeo Financial Advisors
803
Valeo Financial Advisors
Indiana
$601K +$60.6K +113 +12%
Integrated Wealth Concepts
804
Integrated Wealth Concepts
Massachusetts
$598K +$17.7K +33 +3%
FWTB
805
First Western Trust Bank
Colorado
$598K – – –
CPA
806
Compass Planning Associates
Massachusetts
$592K +$537 +1 +0.1%
WA
807
WBH Advisory
Maryland
$592K -$80K -149 -12%
GW&K Investment Management
808
GW&K Investment Management
Massachusetts
$589K – – –
First National Trust
809
First National Trust
Pennsylvania
$589K – – –
GWM
810
GSB Wealth Management
Connecticut
$588K -$45.1K -84 -7%
BFM
811
Broadview Financial Management
Wisconsin
$585K -$2.68K -5 -0.5%
W
812
WorthPointe
California
$585K – – –
Members Trust
813
Members Trust
Florida
$583K +$34.4K +64 +7%
UBV
814
United Bank (Virginia)
Virginia
$581K – – –
BBI
815
Baxter Bros Inc
Connecticut
$580K – – –
AMBIA
816
Allen Mooney & Barnes Investment Advisors
Georgia
$575K +$537 +1 +0.1%
Capital Investment Advisors
817
Capital Investment Advisors
Georgia
$575K +$537 +1 +0.1%
Spire Wealth Management
818
Spire Wealth Management
Virginia
$572K -$787K -1,466 -59%
FHA
819
Flagship Harbor Advisors
Massachusetts
$571K – – –
GWA
820
Genesis Wealth Advisors
Massachusetts
$567K -$42.9K -80 -7%
AT
821
Avalon Trust
New Mexico
$566K -$136K -254 -20%
SMH
822
Sanders Morris Harris
Texas
$566K -$103K -192 -16%
Douglass Winthrop Advisors
823
Douglass Winthrop Advisors
New York
$566K – – –
WAS
824
Wealth Advisory Solutions
Indiana
$566K – – –
Advisors Capital Management
825
Advisors Capital Management
New Jersey
$565K -$53.7K -100 -9%