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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Apollon Wealth Management
South Carolina
$814K -$347K -7,951 -31%
SIAS
227
Summit Investment Advisory Services
Minnesota
$813K +$11.7K +267 +2%
CCFCSB
228
Cape Cod Five Cents Savings Bank
Massachusetts
$811K +$1.09K +25 +0.1%
RCM
229
Raleigh Capital Management
North Carolina
$810K -$5.2K -119 -0.7%
WWA
230
WCG Wealth Advisors
Nevada
$802K +$38.3K +876 +5%
RCAG
231
Rehmann Capital Advisory Group
Michigan
$799K +$762K +17,452 New
Truist Financial
232
Truist Financial
North Carolina
$788K +$306 +7 +0%
BFA
233
Bill Few Associates
Pennsylvania
$788K +$136K +3,123 +22%
Bessemer Group
234
Bessemer Group
New Jersey
$767K
JPG
235
Jordan Park Group
California
$766K -$32K -733 -4%
CW
236
CreativeOne Wealth
Kansas
$760K -$676K -15,482 -48%
IC
237
IEQ Capital
California
$737K -$269K -6,167 -28%
QWM
238
QP Wealth Management
New Jersey
$734K +$28.2K +646 +4%
OGF
239
Orin Green Financial
California
$729K -$1.92K -44 -0.3%
NWMG
240
National Wealth Management Group
Ohio
$699K +$654K +14,974 New
APP
241
Avantax Planning Partners
Iowa
$685K +$87 +2 +0%
LA
242
Lifeworks Advisors
Michigan
$684K -$34.2K -782 -5%
FFW
243
Fusion Family Wealth
New York
$683K
PWM
244
Penobscot Wealth Management
Maine
$666K +$22.8K +521 +4%
LWM
245
Laidlaw Wealth Management
New York
$662K -$14.9K -342 -2%
TFCP
246
Twin Focus Capital Partners
Massachusetts
$661K
TA
247
TKG Advisors
Indiana
$654K +$5.94K +136 +1%
GL
248
Graypoint LLC
New York
$644K -$26.1K -597 -4%
CAG
249
Csenge Advisory Group
Florida
$641K -$10.1K -232 -2%
CWM
250
Congress Wealth Management
Massachusetts
$629K +$17.1K +391 +3%