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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
226
National Wealth Management Group
Ohio
$4.04M +$2.73M +42,408 +243%
SW
227
Simplicity Wealth
New Jersey
$4.02M +$361K +5,615 +10%
ZWA
228
Zinnia Wealth Advisory
Florida
$4.02M -$216K -3,359 -5%
KPWS
229
Kestra Private Wealth Services
Texas
$3.92M -$888K -13,795 -19%
KCAM
230
Kagan Cocozza Asset Management
New Jersey
$3.9M -$15K -233 -0.4%
CAL
231
Capital Analysts LLC
Pennsylvania
$3.85M +$336K +5,219 +10%
FG
232
Fiduciary Group
Georgia
$3.85M +$225K +3,503 +7%
Bank of New York Mellon
233
Bank of New York Mellon
New York
$3.82M +$496K +7,707 +16%
AI
234
Atria Investments
North Carolina
$3.81M +$40.9K +636 +1%
UAS
235
United Asset Strategies
New York
$3.8M +$202K +3,140 +6%
PIA
236
Perennial Investment Advisors
California
$3.77M +$26.8K +416 +0.8%
WCFA
237
Walkner Condon Financial Advisors
Wisconsin
$3.7M +$140K +2,183 +4%
CIM
238
Capital Investment Management
Missouri
$3.7M +$24.3K +377 +0.7%
MA
239
MONECO Advisors
Connecticut
$3.6M +$461K +7,167 +16%
NC
240
NovaPoint Capital
Georgia
$3.6M +$29.1K +452 +0.9%
IA
241
IFP Advisors
Florida
$3.6M +$333K +5,176 +11%
P
242
&Partners
Tennessee
$3.59M +$102K +1,592 +3%
PWM
243
Power Wealth Management
Georgia
$3.54M +$60.1K +934 +2%
CAG
244
Crestwood Advisors Group
Massachusetts
$3.53M -$41.9K -651 -1%
Fidelity Investments
245
Fidelity Investments
Massachusetts
$3.53M +$636K +9,889 +23%
APC
246
Aspire Private Capital
North Carolina
$3.5M -$122K -1,904 -4%
NGA
247
Naples Global Advisors
Florida
$3.49M +$5.6K +87 +0.2%
TIP
248
Tandem Investment Partners
New Jersey
$3.47M +$72.7K +1,130 +2%
SCP
249
Stevens Capital Partners
Nebraska
$3.44M -$13K -202 -0.4%
AWA
250
ARQ Wealth Advisors
Arizona
$3.44M -$720K -11,198 -18%