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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
T
251
TRUADVICE
Florida
$551K +$41K +915 +8%
NFP
252
Narus Financial Partners
Utah
$541K -$36K -804 -6%
ISWM
253
Independent Solutions Wealth Management
New York
$538K -$35.5K -792 -6%
NA
254
Nottingham Advisors
New York
$535K +$84.3K +1,883 +18%
AWS
255
Atria Wealth Solutions
New York
$530K +$306K +6,826 +130%
EFL
256
ERn Financial LLC
Wisconsin
$530K +$9.13K +204 +2%
VC
257
Vicus Capital
Pennsylvania
$513K +$49.2K +1,099 +10%
DA
258
Detalus Advisors
Missouri
$512K -$423K -9,442 -45%
IAG
259
Investmark Advisory Group
Connecticut
$508K
FWP
260
Falcon Wealth Planning
California
$505K -$4.25K -95 -0.8%
CB
261
Commerce Bank
Missouri
$502K -$18.4K -410 -3%
AWM
262
Axxcess Wealth Management
California
$488K +$65.1K +1,455 +15%
PTC
263
Private Trust Company
Ohio
$488K +$155K +3,466 +45%
HVIA
264
Hudson Valley Investment Advisors
New York
$486K +$37.8K +844 +8%
PP
265
Pegasus Partners
Wisconsin
$486K -$36.7K -820 -7%
CCM
266
Coldstream Capital Management
Washington
$479K
CSPIA
267
Cary Street Partners Investment Advisory
Virginia
$477K +$2.6K +58 +0.5%
APW
268
Austin Private Wealth
Texas
$469K +$155K +3,462 +48%
RPCONE
269
Retirement Planning Company of New England
Rhode Island
$468K +$38.3K +855 +9%
Cetera Investment Advisers
270
Cetera Investment Advisers
Illinois
$466K -$357K -7,985 -43%
OWA
271
Outlook Wealth Advisors
Texas
$464K +$473K +10,560 New
FPW
272
Flagship Private Wealth
Massachusetts
$457K -$50K -1,118 -10%
TSS
273
Two Sigma Securities
New York
$449K +$458K +10,224 New
USCWA
274
U.S. Capital Wealth Advisors
Texas
$443K +$41.5K +927 +10%
AMM
275
American Money Management
California
$433K +$35.8K +800 +9%