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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
251
Fingerlakes Wealth Management
New York
$1.37M -$9.2K -174 -0.7%
RC
252
Roundview Capital
New Jersey
$1.36M +$271K +5,122 +26%
AWA
253
Alaska Wealth Advisors
Alaska
$1.33M -$9.89K -187 -0.8%
TWM
254
Trinity Wealth Management
Pennsylvania
$1.31M +$25K +473 +2%
MCWS
255
McKinley Carter Wealth Services
West Virginia
$1.3M +$5.13K +97 +0.4%
BW
256
BIP Wealth
Georgia
$1.3M +$291K +5,505 +30%
SAA
257
Southeast Asset Advisors
Georgia
$1.25M
WCM
258
Wealthcare Capital Management
Virginia
$1.25M +$306K +5,786 +34%
AC
259
Addison Capital
Pennsylvania
$1.23M +$275K +5,200 +30%
RCM
260
Raleigh Capital Management
North Carolina
$1.23M +$118K +2,236 +11%
CCFM
261
Clear Creek Financial Management
Washington
$1.22M -$89.8K -1,698 -7%
FI
262
Financial Insights
Washington
$1.2M -$1.32M -25,034 -53%
PTC
263
Private Trust Company
Ohio
$1.19M +$70.8K +1,339 +7%
MC
264
Moors & Cabot
Massachusetts
$1.19M +$28.3K +535 +3%
BWG
265
Beta Wealth Group
California
$1.19M +$64.2K +1,214 +6%
WPC
266
Wedmont Private Capital
Pennsylvania
$1.17M -$1M -19,004 -47%
Financial Engines Advisors
267
Financial Engines Advisors
California
$1.17M -$53.2K -1,006 -5%
FPWM
268
FSB Premier Wealth Management
Iowa
$1.16M +$27.4K +519 +3%
LA
269
Lifeworks Advisors
Michigan
$1.11M +$335K +6,332 +45%
ACA
270
Aptus Capital Advisors
Alabama
$1.11M +$56.7K +1,073 +6%
CA
271
CoreCap Advisors
Michigan
$1.1M +$2.06K +39 +0.2%
EFG
272
Ethos Financial Group
Pennsylvania
$1.1M
Janney Montgomery Scott
273
Janney Montgomery Scott
Pennsylvania
$1.1M -$793 -15 -0.1%
TFP
274
Tilia Fiduciary Partners
North Carolina
$1.09M -$20.3K -383 -2%
CWA
275
Canvas Wealth Advisors
Kansas
$1.08M -$139K -2,635 -12%