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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
276
National Wealth Management Group
Ohio
$935K +$76.9K +1,491 +9%
DSC
277
Duncker Streett & Co
Missouri
$934K
CIAS
278
CFS Investment Advisory Services
New Jersey
$923K -$31K -600 -3%
ACP
279
Aveo Capital Partners
Colorado
$922K -$12.5K -242 -1%
KCPG
280
Kavar Capital Partners Group
Kansas
$906K
AA
281
Advisory Alpha
Michigan
$900K +$11.5K +223 +1%
Millennium Management
282
Millennium Management
New York
$897K +$902K +17,483 New
AWM
283
Axxcess Wealth Management
California
$896K +$9.44K +183 +1%
AC
284
Addison Capital
Pennsylvania
$889K +$464K +9,000 +108%
AG
285
Ascent Group
Virginia
$877K -$52.6K -1,019 -6%
WCM
286
Wealthcare Capital Management
Virginia
$871K +$570K +11,053 +186%
CFMC
287
Curbstone Financial Management Corp
New Hampshire
$870K +$36.1K +700 +4%
T
288
Tidemark
California
$867K +$146K +2,838 +20%
Bessemer Group
289
Bessemer Group
New Jersey
$855K
FMN
290
Financial Management Network
California
$850K +$4.75K +92 +0.6%
OGF
291
Orin Green Financial
California
$846K +$851K +16,492 New
DWM
292
Denver Wealth Management
Colorado
$842K -$6.6K -128 -0.8%
SEA
293
Stegent Equity Advisors
Texas
$840K -$33.5K -650 -4%
CIBC Private Wealth Group
294
CIBC Private Wealth Group
Georgia
$829K
CIR
295
Clear Investment Research
Georgia
$825K +$3.35K +65 +0.4%
AFG
296
Arkansas Financial Group
Arkansas
$815K -$62.1K -1,203 -7%
CAM
297
Cresset Asset Management
Illinois
$814K -$198K -3,840 -19%
GM
298
GeoWealth Management
Illinois
$810K -$1.92M -37,219 -70%
KAS
299
Kestra Advisory Services
Texas
$807K -$50.8K -985 -6%
JPG
300
Jordan Park Group
California
$798K -$27.3K -529 -3%