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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
$1.05M +$50.9K +986 +5%
TFP
252
Tilia Fiduciary Partners
North Carolina
$1.04M +$174K +3,369 +20%
RCM
253
Raleigh Capital Management
North Carolina
$1.04M +$86.7K +1,680 +9%
HGA
254
Hobbs Group Advisors
South Carolina
$1.04M +$1.04M +20,188 New
CA
255
CoreCap Advisors
Michigan
$1.03M -$19.1K -371 -2%
EFG
256
Ethos Financial Group
Pennsylvania
$1.03M +$1.04M +20,151 New
AA
257
ACT Advisors
North Carolina
$1.03M +$1.04M +20,146 New
Janney Montgomery Scott
258
Janney Montgomery Scott
Pennsylvania
$1.03M -$19.2K -373 -2%
ECM
259
Evergreen Capital Management
Washington
$1.02M +$103K +2,000 +11%
RC
260
Roundview Capital
New Jersey
$1.01M -$54.5K -1,057 -5%
WA
261
Waddell & Associates
Tennessee
$1.01M -$19.7K -381 -2%
DWA
262
Delta Wealth Advisors
Indiana
$993K -$74.7K -1,447 -7%
RFS
263
Richardson Financial Services
Massachusetts
$988K +$5.88K +114 +0.6%
ACA
264
Aptus Capital Advisors
Alabama
$985K -$178K -3,455 -15%
DWM
265
Dakota Wealth Management
Florida
$979K +$984K +19,079 New
IWMA
266
Ironwood Wealth Management (Arizona)
Arizona
$974K -$218K -4,222 -18%
SLC
267
Second Line Capital
Louisiana
$973K -$173K -3,357 -15%
AWM
268
AE Wealth Management
Kansas
$959K -$507K -9,827 -34%
WP
269
WealthPLAN Partners
Nebraska
$949K -$192K -3,721 -17%
Fidelity Investments
270
Fidelity Investments
Massachusetts
$948K +$407K +7,882 +74%
EFS
271
Econ Financial Services
Pennsylvania
$941K -$385K -7,464 -29%
MWAM
272
Manhattan West Asset Management
California
$940K +$169K +3,278 +22%
BW
273
BIP Wealth
Georgia
$940K -$285K -5,533 -23%
CCFCSB
274
Cape Cod Five Cents Savings Bank
Massachusetts
$939K -$76.4K -1,480 -7%
BCFS
275
Butensky & Cohen Financial Security
Florida
$936K -$12.3K -239 -1%