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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
251
Bessemer Group
New Jersey
$732K
NA
252
Nottingham Advisors
New York
$717K +$136K +2,961 +22%
WJWM
253
Williams Jones Wealth Management
New York
$711K -$267K -5,798 -26%
JPG
254
Jordan Park Group
California
$704K -$27.7K -603 -4%
KWM
255
Kingsview Wealth Management
Oregon
$696K -$563K -12,249 -44%
OGF
256
Orin Green Financial
California
$689K -$7.13K -155 -1%
USCWA
257
U.S. Capital Wealth Advisors
Texas
$687K +$259K +5,628 +56%
NWMG
258
National Wealth Management Group
Ohio
$687K +$33.1K +720 +5%
FC
259
Financial Consulate
Maryland
$684K -$249K -5,414 -26%
PTC
260
Private Trust Company
Ohio
$674K +$222K +4,826 +46%
TA
261
TKG Advisors
Indiana
$667K +$44.8K +974 +7%
Janney Montgomery Scott
262
Janney Montgomery Scott
Pennsylvania
$665K -$204K -4,430 -23%
CW
263
CreativeOne Wealth
Kansas
$655K -$73.5K -1,598 -10%
FFW
264
Fusion Family Wealth
New York
$652K
PWM
265
Penobscot Wealth Management
Maine
$652K +$17.7K +386 +3%
KFI
266
Key Financial Inc
Pennsylvania
$639K +$467K +10,150 +229%
AWM
267
Avior Wealth Management
Nebraska
$638K +$268K +5,826 +67%
TFCP
268
Twin Focus Capital Partners
Massachusetts
$631K
LA
269
Lifeworks Advisors
Michigan
$625K -$28.9K -628 -4%
CAG
270
Csenge Advisory Group
Florida
$619K +$8.46K +184 +1%
SCP
271
Stevens Capital Partners
Nebraska
$619K +$103K +2,232 +19%
GL
272
Graypoint LLC
New York
$615K
CAM
273
Cresset Asset Management
Illinois
$606K +$173K +3,767 +37%
APP
274
Avantax Planning Partners
Iowa
$601K -$55.7K -1,211 -8%
CWM
275
Congress Wealth Management
Massachusetts
$597K -$2.94K -64 -0.5%