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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
276
Worth Financial Advisory Group
North Carolina
$432K +$985 +22 +0.2%
SFG
277
Sovereign Financial Group
Connecticut
$431K -$2.77K -62 -0.6%
BG
278
Benedetti & Gucer
Georgia
$422K -$14.5K -324 -3%
SIC
279
Sterling Investment Counsel
New York
$421K +$14.6K +327 +4%
AWM
280
Avior Wealth Management
Nebraska
$421K -$6.09K -136 -1%
CIAS
281
CFS Investment Advisory Services
New Jersey
$421K -$181K -4,049 -30%
AWA
282
Arkadios Wealth Advisors
Georgia
$419K
CGFA
283
Colton Groome Financial Advisors
North Carolina
$409K +$42.5K +949 +11%
DI
284
DFPG Investments
Utah
$406K +$413K +9,233 New
RCA
285
Ranch Capital Advisors
Florida
$402K +$68.5K +1,530 +20%
DI
286
Diligent Investors
California
$390K
CIA
287
Compass Ion Advisors
Pennsylvania
$389K +$1.52K +34 +0.4%
IFG
288
Independent Financial Group
California
$387K +$394K +8,810 New
OCM
289
Orion Capital Management
California
$383K
EIA
290
Eldridge Investment Advisors
New Hampshire
$380K +$130K +2,900 +51%
VBFP
291
Valtinson Bruner Financial Planning
Minnesota
$377K -$18.2K -406 -5%
JMPWA
292
JP Morgan Private Wealth Advisors
California
$376K -$48.3K -1,078 -11%
BFM
293
Boston Financial Management
Massachusetts
$373K
Chevy Chase Trust
294
Chevy Chase Trust
Maryland
$371K
WOSD
295
WFA of San Diego
California
$371K -$72K -1,609 -16%
CA
296
Continuum Advisory
Idaho
$371K -$36.1K -806 -9%
CCM
297
Crew Capital Management
Ohio
$363K -$6.54K -146 -2%
WPC
298
White Pine Capital
Minnesota
$352K
GA
299
Goldstein Advisors
Wisconsin
$349K +$22.2K +496 +7%
KFS
300
Kelly Financial Services
Massachusetts
$347K +$73.7K +1,647 +26%