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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
226
WFA of San Diego
California
$403K -$8.68K -200 -2%
DHFB
227
Dixon Hubard Feinour & Brown
Virginia
$401K -$5.42K -125 -1%
HVIA
228
Hudson Valley Investment Advisors
New York
$400K +$67.5K +1,557 +18%
CA
229
Continuum Advisory
Idaho
$399K -$7.2K -166 -2%
VC
230
Vicus Capital
Pennsylvania
$394K +$33.1K +764 +8%
AWA
231
Arkadios Wealth Advisors
Georgia
$376K -$75K -1,728 -15%
VBFP
232
Valtinson Bruner Financial Planning
Minnesota
$373K -$7.33K -169 -2%
SFG
233
Sovereign Financial Group
Connecticut
$365K
OCM
234
Orion Capital Management
California
$359K
CPIG
235
Chicago Partners Investment Group
Illinois
$359K +$102K +2,353 +41%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$359K +$108K +2,481 +38%
DI
237
Diligent Investors
California
$357K -$4.38K -101 -1%
ISWM
238
Independent Solutions Wealth Management
New York
$351K -$2.43K -56 -0.6%
CIA
239
Compass Ion Advisors
Pennsylvania
$347K +$1.74K +40 +0.5%
RPCONE
240
Retirement Planning Company of New England
Rhode Island
$345K +$59.2K +1,365 +19%
BG
241
Benedetti & Gucer
Georgia
$342K -$4.99K -115 -1%
IWMA
242
Ironwood Wealth Management (Arizona)
Arizona
$341K +$133K +3,071 +56%
TA
243
TKG Advisors
Indiana
$338K +$868 +20 +0.2%
BRWA
244
B. Riley Wealth Advisors
Florida
$336K +$2.43K +56 +0.7%
AMM
245
American Money Management
California
$327K +$71.7K +1,652 +25%
LFAS
246
Level Four Advisory Services
Texas
$321K -$93.9K -2,165 -21%
SEA
247
Stegent Equity Advisors
Texas
$320K
SIA
248
Strategic Investment Advisors
Michigan
$318K -$3.17K -73 -0.9%
WPC
249
White Pine Capital
Minnesota
$318K
KAS
250
Kestra Advisory Services
Texas
$317K -$974K -22,452 -74%