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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
226
Gerber Kawasaki Wealth & Investment Management
California
$458K +$67.7K +1,385 +18%
KPWS
227
Kestra Private Wealth Services
Texas
$450K +$18.7K +383 +4%
DI
228
Diligent Investors
California
$446K +$18.2K +372 +4%
ISWM
229
Independent Solutions Wealth Management
New York
$441K -$13.4K -274 -3%
VC
230
Vicus Capital
Pennsylvania
$441K +$78.8K +1,614 +21%
HSA
231
HBK Sorce Advisory
Pennsylvania
$434K +$7.23K +148 +2%
SWAG
232
Spectrum Wealth Advisory Group
California
$434K +$143K +2,929 +51%
DWM
233
Denver Wealth Management
Colorado
$434K +$426K +8,728 New
CIA
234
Compass Ion Advisors
Pennsylvania
$432K +$928 +19 +0.2%
JMPWA
235
JP Morgan Private Wealth Advisors
California
$430K +$8.74K +179 +2%
SAM
236
Strategic Asset Management
Minnesota
$422K +$84.4K +1,728 +26%
CCFM
237
Clear Creek Financial Management
Washington
$403K -$7.62K -156 -2%
CAG
238
Csenge Advisory Group
Florida
$401K -$28.6K -586 -7%
SEA
239
Stegent Equity Advisors
Texas
$400K +$393K +8,051 New
Millennium Management
240
Millennium Management
New York
$399K -$367K -7,506 -48%
WPC
241
White Pine Capital
Minnesota
$398K
HVIA
242
Hudson Valley Investment Advisors
New York
$396K +$928 +19 +0.2%
BG
243
Benedetti & Gucer
Georgia
$395K
OPA
244
Old Port Advisors
Maine
$394K -$9.77K -200 -2%
PCA
245
Personal Capital Advisors
California
$394K +$24.7K +505 +7%
APA
246
American Portfolios Advisors
New York
$393K +$22.4K +458 +6%
Cetera Investment Advisers
247
Cetera Investment Advisers
Illinois
$389K +$382K +7,823 New
TA
248
TKG Advisors
Indiana
$389K +$382K +7,823 New
CFAM
249
Center For Asset Management
Florida
$389K +$382K +7,825 New
5L
250
55I LLC
Massachusetts
$377K -$9.67K -198 -3%