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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
276
Compass Ion Advisors
Pennsylvania
$375K +$1.49K +35 +0.4%
OCM
277
Orion Capital Management
California
$370K -$6.37K -150 -2%
ACM
278
Altrius Capital Management
North Carolina
$366K -$113K -2,650 -24%
BFM
279
Boston Financial Management
Massachusetts
$361K +$140K +3,295 +63%
Chevy Chase Trust
280
Chevy Chase Trust
Maryland
$359K -$97.7K -2,302 -21%
CCM
281
Crew Capital Management
Ohio
$357K +$20.8K +491 +6%
CGFA
282
Colton Groome Financial Advisors
North Carolina
$355K +$355K +8,352 New
RJT
283
Raymond James Trust
Florida
$353K +$352K +8,299 New
WPC
284
White Pine Capital
Minnesota
$340K
KCPG
285
Kavar Capital Partners Group
Kansas
$338K +$337K +7,944 New
LFAS
286
Level Four Advisory Services
Texas
$330K -$6.37K -150 -2%
EW
287
Evoke Wealth
California
$328K
PTC
288
Private Trust Company
Ohio
$324K +$72.8K +1,716 +29%
RCA
289
Ranch Capital Advisors
Florida
$323K -$4.8K -113 -1%
ASN
290
Advisory Services Network
Georgia
$322K -$7.22K -170 -2%
SS
291
Simplicity Solutions
Minnesota
$319K -$126K -2,959 -28%
GA
292
Goldstein Advisors
Wisconsin
$317K +$316K +7,449 New
GWAG
293
Garrett Wealth Advisory Group
Texas
$312K -$12.4K -292 -4%
MPW
294
MGO Private Wealth
California
$307K -$552 -13 -0.2%
APW
295
Austin Private Wealth
Texas
$306K +$306K +7,201 New
AC
296
Apella Capital
Connecticut
$302K -$34.3K -808 -10%
BW
297
Bison Wealth
Georgia
$301K -$764 -18 -0.3%
SIA
298
Strategic Investment Advisors
Michigan
$299K +$299K +7,036 New
HFS
299
Horizon Financial Services
North Carolina
$293K +$19.5K +460 +7%
SPA
300
Sentinel Pension Advisors
Massachusetts
$293K +$1.06K +25 +0.4%