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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1126
Cordatus Wealth Management
Pennsylvania
$214K – – –
PCH
1127
PGIM Custom Harvest
New Jersey
$213K – – –
GWAG
1128
Garrett Wealth Advisory Group
Texas
$212K +$12.9K +24 +6%
WA
1129
Wambolt & Associates
Colorado
$212K – – –
AP
1130
Atwood & Palmer
Missouri
$209K -$38.2K -71 -15%
SFWA
1131
Summit Financial Wealth Advisors
Louisiana
$206K +$538 +1 +0.3%
PRWA
1132
Platte River Wealth Advisors
Colorado
$206K – – –
PCMF
1133
Private Capital Management (Florida)
Florida
$206K – – –
EWM
1134
EPG Wealth Management
Georgia
$206K -$233K -434 Closed
NHC
1135
Nicholas Hoffman & Company
Georgia
$205K – – –
BIM
1136
Breakwater Investment Management
Washington
$203K – – –
SWM
1137
SeaCrest Wealth Management
New York
$203K – – –
CWS
1138
Confluence Wealth Services
Pennsylvania
$202K – – –
OCPWS
1139
One Charles Private Wealth Services
Massachusetts
$202K – – –
KP
1140
Keel Point
Alabama
$202K +$201K +373 New
FFG
1141
Fortem Financial Group
California
$201K +$202K +376 New
ADL
1142
Asset Dedication LLC
California
$196K – – –
GC
1143
Garde Capital
Washington
$194K – – –
BSB
1144
Bangor Savings Bank
Maine
$192K – – –
HIA
1145
Harbor Investment Advisory
Maryland
$190K -$50.5K -94 -21%
BC
1146
Blackhill Capital
New Jersey
$188K – – –
PP
1147
Pingora Partners
Wyoming
$187K – – –
TSWM
1148
Tyler-Stone Wealth Management
Ohio
$184K +$4.84K +9 +3%
BBPWM
1149
Blue Bell Private Wealth Management
Pennsylvania
$178K -$72.6K -135 -29%
SVCP
1150
Silicon Valley Capital Partners
California
$176K +$538 +1 +0.3%