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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAS
251
Vestmark Advisory Solutions
Massachusetts
$2.73M +$169K +2,935 +7%
SHJ
252
Sharkey, Howes & Javer
Colorado
$2.72M -$763K -13,291 -22%
MWM
253
Modern Wealth Management
Kansas
$2.68M +$768K +13,364 +41%
PIS
254
POM Investment Strategies
North Carolina
$2.67M +$197K +3,427 +8%
SW
255
Simplicity Wealth
New Jersey
$2.66M +$513K +8,936 +24%
WCP
256
Wealthcare Capital Partners
Pennsylvania
$2.64M +$203K +3,540 +8%
Bank of New York Mellon
257
Bank of New York Mellon
New York
$2.61M +$247K +4,299 +11%
W
258
Wealthquest
Ohio
$2.61M -$361K -6,283 -12%
KBFS
259
Kohmann Bosshard Financial Services
Ohio
$2.6M
MA
260
MONECO Advisors
Connecticut
$2.56M +$371K +6,454 +17%
TCM
261
Towercrest Capital Management
Pennsylvania
$2.53M -$48.5K -845 -2%
2WWM
262
21 West Wealth Management
California
$2.51M +$40.2K +700 +2%
AA
263
Alesco Advisors
New York
$2.43M +$755K +13,140 +46%
CST
264
Charles Schwab Trust
Nevada
$2.42M
GCM
265
Gambit Capital Management
Tennessee
$2.42M +$2.4M +41,751 New
SB
266
Semitam Bonam
New York
$2.4M +$223K +3,883 +10%
BCG
267
Breakwater Capital Group
New Jersey
$2.36M +$1.58M +27,478 +207%
SCP
268
Stevens Capital Partners
Nebraska
$2.34M +$149K +2,592 +7%
MFT
269
Moisand Fitzgerald Tamayo
Florida
$2.33M -$32.2K -560 -1%
CSP
270
Cary Street Partners
Virginia
$2.3M -$25.3K -440 -1%
WETS
271
Wealth Enhancement Trust Services
South Dakota
$2.29M +$2.28M +39,612 New
SIAP
272
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.26M -$30.9K -538 -1%
WCM
273
Wealthcare Capital Management
Virginia
$2.22M +$397K +6,914 +22%
Fidelity Investments
274
Fidelity Investments
Massachusetts
$2.18M +$123K +2,135 +6%
SWP
275
SIMA Wealth Partners
Virginia
$2.17M +$316K +5,508 +17%