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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GS
276
GTS Securities
Florida
$795K +$727K +16,322 New
TA
277
TKG Advisors
Indiana
$791K +$44.7K +1,003 +7%
WJWM
278
Williams Jones Wealth Management
New York
$791K
JPG
279
Jordan Park Group
California
$783K
NWMG
280
National Wealth Management Group
Ohio
$777K +$11K +247 +2%
HGERS
281
Householder Group Estate & Retirement Specialist
Arizona
$775K -$592K -13,295 -46%
LCGC
282
Legacy Capital Group California
California
$774K +$708K +15,895 New
DWM
283
Denver Wealth Management
Colorado
$772K +$323K +7,254 +84%
PWM
284
Penobscot Wealth Management
Maine
$748K +$20.4K +457 +3%
T
285
Tidemark
California
$747K +$683K +15,327 New
Truist Financial
286
Truist Financial
North Carolina
$737K -$79.5K -1,785 -11%
SCP
287
Stevens Capital Partners
Nebraska
$737K +$43.7K +981 +7%
Janney Montgomery Scott
288
Janney Montgomery Scott
Pennsylvania
$729K -$9.71K -218 -1%
FFW
289
Fusion Family Wealth
New York
$725K
CIR
290
Clear Investment Research
Georgia
$714K +$653K +14,659 New
OGF
291
Orin Green Financial
California
$709K -$52.4K -1,176 -7%
TFCP
292
Twin Focus Capital Partners
Massachusetts
$702K
CFMC
293
Curbstone Financial Management Corp
New Hampshire
$702K +$642K +14,400 New
OWA
294
Outlook Wealth Advisors
Texas
$698K +$187K +4,190 +41%
LA
295
Lifeworks Advisors
Michigan
$696K
FIM
296
Fernwood Investment Management
Massachusetts
$693K +$59K +1,324 +10%
CAG
297
Csenge Advisory Group
Florida
$686K -$2.45K -55 -0.4%
GL
298
Graypoint LLC
New York
$684K
MWM
299
MGB Wealth Management
Texas
$680K +$622K +13,952 New
APP
300
Avantax Planning Partners
Iowa
$668K -$668 -15 -0.1%