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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
226
Avantax Advisory Services
Texas
$1.2M -$7.22K -162 -0.7%
SLC
227
Second Line Capital
Louisiana
$1.2M +$1.1M +24,591 New
IWMA
228
Ironwood Wealth Management (Arizona)
Arizona
$1.19M -$15.9K -357 -1%
RWP
229
Revolve Wealth Partners
New Jersey
$1.15M -$11.4K -257 -1%
PWP
230
Precedent Wealth Partners
Texas
$1.15M +$1.05M +23,644 New
SIAS
231
Summit Investment Advisory Services
Minnesota
$1.14M +$242K +5,422 +30%
AWA
232
Alaska Wealth Advisors
Alaska
$1.13M +$166K +3,718 +19%
CSPIA
233
Cary Street Partners Investment Advisory
Virginia
$1.13M +$486K +10,905 +89%
Renaissance Technologies
234
Renaissance Technologies
New York
$1.13M +$495K +11,100 +92%
SAA
235
Southeast Asset Advisors
Georgia
$1.12M
AWM
236
Axxcess Wealth Management
California
$1.1M +$194K +4,349 +24%
MAM
237
MMA Asset Management
Pennsylvania
$1.09M +$74.5K +1,672 +8%
FAIM
238
Financial Advocates Investment Management
Washington
$1.09M +$61.7K +1,386 +7%
WP
239
WealthPLAN Partners
Nebraska
$1.07M +$4.54K +102 +0.5%
WWA
240
WCG Wealth Advisors
Nevada
$1.07M -$356K -7,983 -27%
Jane Street
241
Jane Street
New York
$1.07M -$1.18M -26,401 -55%
TWM
242
Trinity Wealth Management
Pennsylvania
$1.07M +$74.8K +1,678 +8%
WA
243
Waddell & Associates
Tennessee
$1.06M +$377K +8,462 +63%
RCM
244
Raleigh Capital Management
North Carolina
$1.06M +$79.6K +1,786 +9%
CCFM
245
Clear Creek Financial Management
Washington
$1.04M -$95K -2,133 -9%
FPWM
246
FSB Premier Wealth Management
Iowa
$1.04M +$24.7K +555 +3%
RFS
247
Richardson Financial Services
Massachusetts
$1.02M +$935K +20,998 New
RCAG
248
Rehmann Capital Advisory Group
Michigan
$1.01M +$83.9K +1,884 +10%
FC
249
Forte Capital
New York
$992K -$8.24K -185 -0.9%
MWAM
250
Manhattan West Asset Management
California
$978K -$253K -5,671 -22%