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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWMGP
276
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.36M +$1.4M +24,932 New
QWM
277
Quadcap Wealth Management
Texas
$1.35M -$29.9K -531 -2%
FWM
278
Fingerlakes Wealth Management
New York
$1.33M -$36.5K -649 -3%
FAIM
279
Financial Advocates Investment Management
Washington
$1.33M -$73.4K -1,305 -5%
TWM
280
Trinity Wealth Management
Pennsylvania
$1.31M +$6.75K +120 +0.5%
WPW
281
Watershed Private Wealth
Illinois
$1.31M -$91.2K -1,620 -6%
PWP
282
Precedent Wealth Partners
Texas
$1.27M -$5.5M -97,813 -81%
BW
283
BIP Wealth
Georgia
$1.27M -$39.5K -701 -3%
SAA
284
Southeast Asset Advisors
Georgia
$1.26M
PTC
285
Private Trust Company
Ohio
$1.25M +$61.1K +1,085 +5%
TFP
286
Tilia Fiduciary Partners
North Carolina
$1.25M +$164K +2,917 +15%
Financial Engines Advisors
287
Financial Engines Advisors
California
$1.23M +$69.8K +1,241 +6%
WPC
288
Wedmont Private Capital
Pennsylvania
$1.23M +$63.1K +1,122 +5%
MA
289
MONECO Advisors
Connecticut
$1.22M +$380K +6,758 +43%
RCM
290
Raleigh Capital Management
North Carolina
$1.22M -$12.3K -218 -1%
Jane Street
291
Jane Street
New York
$1.2M +$1.24M +21,961 New
BWG
292
Beta Wealth Group
California
$1.2M +$10.9K +193 +0.9%
FPWM
293
FSB Premier Wealth Management
Iowa
$1.17M +$7.37K +131 +0.6%
MCWS
294
McKinley Carter Wealth Services
West Virginia
$1.15M -$163K -2,888 -12%
AAS
295
Ameritas Advisory Services
Nebraska
$1.13M +$317K +5,636 +37%
CA
296
CoreCap Advisors
Michigan
$1.11M +$4.56K +81 +0.4%
CIAS
297
CFS Investment Advisory Services
New Jersey
$1.11M +$59.4K +1,056 +5%
LA
298
Lifeworks Advisors
Michigan
$1.08M -$39K -693 -3%
CFMC
299
Curbstone Financial Management Corp
New Hampshire
$1.07M
UF
300
Univest Financial
Pennsylvania
$1.07M +$181K +3,219 +20%