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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1001
Wealth Architects
California
$411K
WA
1002
Wealth Alliance
New York
$410K -$646K -1,020 -61%
CCA
1003
Clearwater Capital Advisors
Illinois
$408K
APA
1004
Astoria Portfolio Advisors
New York
$405K +$36.8K +58 +11%
CS
1005
Cannell & Spears
New York
$404K
FFB
1006
First Financial Bankshares
Texas
$403K
LFG
1007
Larson Financial Group
Missouri
$401K -$520K -821 -56%
SWM
1008
Steelhead Wealth Management
Virginia
$401K +$412K +650 New
RA
1009
Ruggaard & Associates
Ohio
$401K
WIC
1010
Wilkins Investment Counsel
Massachusetts
$401K
OWA
1011
Octavia Wealth Advisors
Ohio
$398K -$34.2K -54 -8%
BTW
1012
Boston Trust Walden
Massachusetts
$398K
CLIP
1013
Colter Lewis Investment Partners
Connecticut
$396K
PCH
1014
PGIM Custom Harvest
New Jersey
$387K +$5.07K +8 +1%
CWS
1015
Cypress Wealth Services
California
$386K +$89.4K +141 +29%
ML
1016
MLP3 LLC
New Jersey
$384K +$634 +1 +0.2%
AWM
1017
Aberdeen Wealth Management
Illinois
$383K -$50.7K -80 -11%
BWA
1018
BlueSky Wealth Advisors
North Carolina
$381K
SFC
1019
SYM Financial Corp
Indiana
$381K
CA
1020
Cortland Associates
Missouri
$380K +$22.8K +36 +6%
HCMG
1021
Howard Capital Management Group
California
$379K
SC
1022
Summa Corp
Texas
$378K
AFO
1023
Arrowroot Family Office
California
$376K -$72.2K -114 -16%
SW
1024
Simplicity Wealth
New Jersey
$376K +$112K +177 +41%
MW
1025
Members Wealth
Pennsylvania
$373K