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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
226
McKinley Carter Wealth Services
West Virginia
$1.39M -$19.7K -397 -2%
EFS
227
Econ Financial Services
Pennsylvania
$1.38M -$175K -3,528 -12%
AWA
228
Alaska Wealth Advisors
Alaska
$1.37M +$121K +2,429 +10%
FWM
229
Fingerlakes Wealth Management
New York
$1.36M -$3.48K -70 -0.3%
ITB
230
Idaho Trust Bank
Idaho
$1.36M +$1.27M +25,531 New
MAM
231
MMA Asset Management
Pennsylvania
$1.34M +$141K +2,830 +13%
IA
232
IFP Advisors
Florida
$1.34M -$87.6K -1,761 -7%
GWP
233
Gateway Wealth Partners
Wisconsin
$1.32M -$840K -16,890 -41%
AAS
234
Avantax Advisory Services
Texas
$1.32M -$1.69K -34 -0.1%
SIAS
235
Summit Investment Advisory Services
Minnesota
$1.3M +$43.3K +870 +4%
BW
236
BIP Wealth
Georgia
$1.27M -$52.8K -1,061 -4%
RWP
237
Revolve Wealth Partners
New Jersey
$1.26M
IWMA
238
Ironwood Wealth Management (Arizona)
Arizona
$1.24M -$64.4K -1,294 -5%
AWS
239
Atria Wealth Solutions
New York
$1.23M +$230K +4,629 +25%
AQR Capital Management
240
AQR Capital Management
Connecticut
$1.23M +$192K +3,862 +20%
SAA
241
Southeast Asset Advisors
Georgia
$1.22M
CCFM
242
Clear Creek Financial Management
Washington
$1.22M +$77.8K +1,565 +7%
ACA
243
Aptus Capital Advisors
Alabama
$1.21M +$492K +9,900 +78%
TWM
244
Trinity Wealth Management
Pennsylvania
$1.21M +$37.4K +752 +3%
TA
245
TKG Advisors
Indiana
$1.19M +$304K +6,112 +38%
SLC
246
Second Line Capital
Louisiana
$1.19M -$112K -2,258 -9%
WP
247
WealthPLAN Partners
Nebraska
$1.18M +$8.85K +178 +0.8%
KFI
248
Key Financial Inc
Pennsylvania
$1.16M +$134K +2,686 +14%
RC
249
Roundview Capital
New Jersey
$1.11M -$206K -4,137 -17%
DWA
250
Delta Wealth Advisors
Indiana
$1.11M +$1.04M +20,811 New