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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWG
251
Beta Wealth Group
California
$977K +$35.1K +788 +4%
CCFCSB
252
Cape Cod Five Cents Savings Bank
Massachusetts
$964K -$693K -15,561 -44%
AG
253
Ascent Group
Virginia
$951K -$171K -3,840 -17%
AF
254
Aldebaran Financial
$943K -$205K -4,606 -19%
Financial Engines Advisors
255
Financial Engines Advisors
California
$940K -$926K -20,780 -52%
AQR Capital Management
256
AQR Capital Management
Connecticut
$936K +$856K +19,212 New
KFI
257
Key Financial Inc
Pennsylvania
$925K +$195K +4,388 +30%
HAS
258
HBW Advisory Services
California
$919K +$94.4K +2,120 +13%
CA
259
Cetera Advisors
Colorado
$916K -$50.9K -1,143 -6%
AWS
260
Atria Wealth Solutions
New York
$901K +$41.7K +935 +5%
FMN
261
Financial Management Network
California
$898K -$25.1K -564 -3%
DSC
262
Duncker Streett & Co
Missouri
$896K +$45 +1 +0%
CAM
263
Cresset Asset Management
Illinois
$892K +$200K +4,481 +32%
BCFS
264
Butensky & Cohen Financial Security
Florida
$879K +$2.85K +64 +0.4%
FTUS
265
Flow Traders U.S.
New York
$873K -$247K -5,552 -24%
ECM
266
Evergreen Capital Management
Washington
$868K
KAS
267
Kestra Advisory Services
Texas
$865K +$417K +9,364 +112%
ACP
268
Aveo Capital Partners
Colorado
$858K -$41.9K -940 -5%
KWM
269
Kingsview Wealth Management
Oregon
$833K +$53K +1,189 +7%
FFN
270
Focus Financial Network
Minnesota
$820K +$750K +16,833 New
PTC
271
Private Trust Company
Ohio
$817K +$60.9K +1,368 +9%
Bessemer Group
272
Bessemer Group
New Jersey
$814K
FLPIM
273
F.L. Putnam Investment Management
Massachusetts
$812K -$92.1K -2,067 -11%
UWM
274
USAdvisors Wealth Management
Minnesota
$810K -$681K -15,289 -48%
AFG
275
Arkansas Financial Group
Arkansas
$808K -$75.2K -1,688 -9%