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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPW
226
Kore Private Wealth
New York
$469K
TA
227
TKG Advisors
Indiana
$458K +$142K +3,359 +39%
CB
228
Commerce Bank
Missouri
$456K -$57.6K -1,359 -10%
FWP
229
Falcon Wealth Planning
California
$447K -$10.4K -245 -2%
ACM
230
Altrius Capital Management
North Carolina
$434K -$43K -1,013 -8%
CSPIA
231
Cary Street Partners Investment Advisory
Virginia
$433K -$26.2K -617 -5%
Chevy Chase Trust
232
Chevy Chase Trust
Maryland
$415K
SW
233
Simplicity Wealth
New Jersey
$414K +$10.7K +253 +2%
VC
234
Vicus Capital
Pennsylvania
$406K +$25.2K +595 +6%
SS
235
Simplicity Solutions
Minnesota
$403K -$1.56M -36,708 -78%
AWM
236
Avior Wealth Management
Nebraska
$398K -$11.1K -261 -2%
WOSD
237
WFA of San Diego
California
$389K -$3.01K -71 -0.7%
WA
238
Waddell & Associates
Tennessee
$379K -$452K -10,649 -52%
EFL
239
ERn Financial LLC
Wisconsin
$377K -$28.8K -679 -6%
TSS
240
Two Sigma Securities
New York
$375K +$412K +9,715 New
AWA
241
Arkadios Wealth Advisors
Georgia
$368K +$3.18K +75 +0.8%
CA
242
Continuum Advisory
Idaho
$366K -$24.1K -568 -6%
HVIA
243
Hudson Valley Investment Advisors
New York
$364K -$26.7K -630 -6%
NA
244
Nottingham Advisors
New York
$360K +$130K +3,069 +49%
RPCONE
245
Retirement Planning Company of New England
Rhode Island
$358K +$25.2K +594 +7%
VBFP
246
Valtinson Bruner Financial Planning
Minnesota
$355K -$7.59K -179 -2%
SFG
247
Sovereign Financial Group
Connecticut
$354K +$42 +1 +0%
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$351K +$3.01K +71 +0.8%
DI
249
Diligent Investors
California
$348K +$890 +21 +0.2%
OCM
250
Orion Capital Management
California
$342K -$7.5K -177 -2%