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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
251
Alaska Wealth Advisors
Alaska
$3.4M +$612K +9,517 +23%
BCG
252
Breakwater Capital Group
New Jersey
$3.39M +$247K +3,839 +8%
VAS
253
Vestmark Advisory Solutions
Massachusetts
$3.39M – – –
SWA
254
Stratos Wealth Advisors
Ohio
$3.39M +$59.1K +919 +2%
WCP
255
Wealthcare Capital Partners
Pennsylvania
$3.38M +$23.7K +368 +0.7%
AF
256
Advisornet Financial
Minnesota
$3.38M -$27.2K -423 -0.8%
RPGK
257
Retirement Planning Group (Kansas)
Kansas
$3.35M -$95K -1,477 -3%
GAM
258
Gotham Asset Management
New York
$3.3M – – –
DC
259
Destiny Capital
Colorado
$3.29M -$32.7K -508 -1%
JIC
260
Johnson Investment Counsel
Ohio
$3.25M +$2.36M +36,620 +318%
AA
261
Alesco Advisors
New York
$3.24M -$12.5K -194 -0.4%
SFG
262
Shum Financial Group
California
$3.24M +$25.9K +402 +0.8%
RFG
263
Range Financial Group
Oregon
$3.22M -$41.5K -645 -1%
LC
264
Luminist Capital
Michigan
$3.15M -$447K -6,942 -13%
CAG
265
Carroll Advisory Group
Texas
$3.15M +$836 +13 +0%
GSWM
266
Golden State Wealth Management
California
$3.1M -$76.2K -1,184 -3%
MWM
267
Modern Wealth Management
Kansas
$3.09M +$567K +8,817 +24%
HWP
268
Hibernia Wealth Partners
Louisiana
$3.08M -$2.62M -40,792 -47%
IF
269
Intrua Financial
Texas
$3.06M -$50.9K -791 -2%
NFG
270
Nadler Financial Group
Illinois
$3M +$1.45M +22,528 +103%
TCM
271
Towercrest Capital Management
Pennsylvania
$2.94M -$29K -451 -1%
SIAP
272
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.93M -$3.09K -48 -0.1%
KBFS
273
Kohmann Bosshard Financial Services
Ohio
$2.92M -$61.4K -954 -2%
SB
274
Semitam Bonam
New York
$2.91M +$57.3K +891 +2%
BFA
275
Blueprint Financial Advisors
North Carolina
$2.88M +$995K +15,458 +57%