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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
276
Advisory Alpha
Michigan
$924K -$9.1M -182,958 -91%
AWM
277
Axxcess Wealth Management
California
$922K -$262K -5,272 -23%
HAS
278
HBW Advisory Services
California
$919K
AFG
279
Arkansas Financial Group
Arkansas
$912K +$25.6K +515 +3%
SEA
280
Stegent Equity Advisors
Texas
$908K +$305K +6,133 +56%
TFP
281
Tilia Fiduciary Partners
North Carolina
$906K +$208K +4,175 +33%
UWM
282
USAdvisors Wealth Management
Minnesota
$895K +$9.55K +192 +1%
NWMG
283
National Wealth Management Group
Ohio
$893K +$39.7K +799 +5%
KAS
284
Kestra Advisory Services
Texas
$891K -$52.2K -1,050 -6%
Bessemer Group
285
Bessemer Group
New Jersey
$889K -$1.89K -38 -0.2%
DWM
286
Denver Wealth Management
Colorado
$882K +$34.4K +692 +4%
CFMC
287
Curbstone Financial Management Corp
New Hampshire
$867K +$92K +1,850 +13%
FMN
288
Financial Management Network
California
$866K -$111K -2,235 -12%
CIBC Private Wealth Group
289
CIBC Private Wealth Group
Georgia
$862K +$265K +5,335 +49%
HGERS
290
Householder Group Estate & Retirement Specialist
Arizona
$861K +$11.2K +225 +1%
JPG
291
Jordan Park Group
California
$858K
CIR
292
Clear Investment Research
Georgia
$854K +$67.4K +1,355 +9%
FLPIM
293
F.L. Putnam Investment Management
Massachusetts
$807K -$77.2K -1,553 -9%
MWAM
294
Manhattan West Asset Management
California
$803K -$250K -5,024 -25%
Truist Financial
295
Truist Financial
North Carolina
$803K -$4.03K -81 -0.5%
AFG
296
Atomi Financial Group
New York
$794K +$209K +4,195 +39%
FFW
297
Fusion Family Wealth
New York
$794K
CA
298
Cetera Advisors
Colorado
$794K -$194K -3,908 -21%
OGF
299
Orin Green Financial
California
$775K -$724K -14,558 Closed
GP
300
Girard Partners
Pennsylvania
$770K +$718K +14,442 New