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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$1.49M +$199K +3,852 +15%
SAM
227
S.A. Mason
Michigan
$1.47M +$114K +2,204 +8%
KWS
228
Keystone Wealth Services
California
$1.38M -$23.9K -463 -2%
WPW
229
Watershed Private Wealth
Illinois
$1.36M -$45.4K -879 -3%
QWM
230
Quadcap Wealth Management
Texas
$1.35M -$656K -12,711 -33%
EGM
231
Engineers Gate Manager
New York
$1.35M +$1.35M +26,224 New
MERSOM
232
Municipal Employees' Retirement System of Michigan
Michigan
$1.32M +$1.32M +25,664 New
KFI
233
Key Financial Inc
Pennsylvania
$1.31M +$201K +3,904 +18%
FWM
234
Fingerlakes Wealth Management
New York
$1.29M -$18.2K -352 -1%
SCP
235
Stevens Capital Partners
Nebraska
$1.27M +$221K +4,281 +21%
AWA
236
Alaska Wealth Advisors
Alaska
$1.26M -$62.7K -1,215 -5%
TA
237
TKG Advisors
Indiana
$1.25M +$104K +2,025 +9%
AAS
238
Avantax Advisory Services
Texas
$1.25M -$16.3K -315 -1%
CCFM
239
Clear Creek Financial Management
Washington
$1.23M +$57.5K +1,115 +5%
MCWS
240
McKinley Carter Wealth Services
West Virginia
$1.22M -$116K -2,256 -9%
RWP
241
Revolve Wealth Partners
New Jersey
$1.21M -$1.34K -26 -0.1%
CWA
242
Canvas Wealth Advisors
Kansas
$1.21M +$67.7K +1,312 +6%
TWM
243
Trinity Wealth Management
Pennsylvania
$1.2M +$42.7K +828 +4%
FAIM
244
Financial Advocates Investment Management
Washington
$1.19M -$4.73M -91,617 -80%
SAA
245
Southeast Asset Advisors
Georgia
$1.18M
Financial Engines Advisors
246
Financial Engines Advisors
California
$1.15M +$172K +3,341 +18%
MC
247
Moors & Cabot
Massachusetts
$1.09M +$33.1K +641 +3%
KWM
248
Kingsview Wealth Management
Oregon
$1.08M +$17.2K +334 +2%
FPWM
249
FSB Premier Wealth Management
Iowa
$1.06M +$44.8K +869 +4%
PTC
250
Private Trust Company
Ohio
$1.05M -$14.7K -284 -1%