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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
251
Strategic Financial Concepts
Texas
$628K +$598K +13,684 New
RSA
252
River Street Advisors
Illinois
$621K +$20.5K +469 +4%
NA
253
Nottingham Advisors
New York
$616K +$53.9K +1,234 +10%
WA
254
Waddell & Associates
Tennessee
$615K -$2.75K -63 -0.5%
T
255
TRUADVICE
Florida
$605K +$14.8K +338 +3%
FIM
256
Fernwood Investment Management
Massachusetts
$605K
SMC
257
Smith, Moore & Co
Missouri
$591K +$1.53K +35 +0.3%
HVIA
258
Hudson Valley Investment Advisors
New York
$576K +$64.6K +1,479 +13%
SMA
259
Sage Mountain Advisors
Georgia
$569K -$10.1K -232 -2%
ISWM
260
Independent Solutions Wealth Management
New York
$559K -$3.28K -75 -0.6%
GWM
261
GSB Wealth Management
Connecticut
$558K -$3.41M -77,943 -87%
VC
262
Vicus Capital
Pennsylvania
$557K +$20K +457 +4%
BCM
263
Brookstone Capital Management
Illinois
$554K -$28.7K -658 -5%
Cetera Investment Advisers
264
Cetera Investment Advisers
Illinois
$547K +$56.8K +1,300 +12%
SCP
265
Stevens Capital Partners
Nebraska
$547K -$42.2K -965 -7%
EFL
266
ERn Financial LLC
Wisconsin
$544K -$8.82K -202 -2%
SPC
267
Sigma Planning Corp
Michigan
$539K +$268K +6,144 +110%
NFP
268
Narus Financial Partners
Utah
$520K -$42.4K -971 -8%
APW
269
Austin Private Wealth
Texas
$516K +$25.7K +589 +6%
CB
270
Commerce Bank
Missouri
$515K -$8.78K -201 -2%
RPCONE
271
Retirement Planning Company of New England
Rhode Island
$508K +$18.5K +424 +4%
FWP
272
Falcon Wealth Planning
California
$507K -$19.6K -448 -4%
IAG
273
Investmark Advisory Group
Connecticut
$496K -$32.8K -750 -6%
CCM
274
Coldstream Capital Management
Washington
$496K -$4.37K -100 -0.9%
STA
275
Summit Trail Advisors
New York
$488K +$465K +10,637 New