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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFP
276
Tilia Fiduciary Partners
North Carolina
$1.27M +$109K +1,996 +9%
SIAS
277
Summit Investment Advisory Services
Minnesota
$1.27M -$420K -7,705 -24%
Financial Engines Advisors
278
Financial Engines Advisors
California
$1.25M +$106K +1,937 +9%
MA
279
MONECO Advisors
Connecticut
$1.25M +$109K +2,006 +9%
CC
280
Callan Capital
California
$1.23M +$1.31M +24,063 New
BW
281
Balance Wealth
Ohio
$1.23M +$1.31M +23,963 New
FAIM
282
Financial Advocates Investment Management
Washington
$1.22M -$21.6K -396 -2%
FWM
283
Fingerlakes Wealth Management
New York
$1.22M -$30.9K -567 -2%
RC
284
Roundview Capital
New Jersey
$1.21M -$118K -2,168 -8%
UF
285
Univest Financial
Pennsylvania
$1.2M +$214K +3,928 +20%
SAA
286
Southeast Asset Advisors
Georgia
$1.17M
SFM
287
Signet Financial Management
New Jersey
$1.17M +$1.25M +22,870 New
WPW
288
Watershed Private Wealth
Illinois
$1.16M -$63.3K -1,161 -5%
DWA
289
Delta Wealth Advisors
Indiana
$1.15M +$197K +3,612 +19%
AAS
290
Avantax Advisory Services
Texas
$1.15M -$152K -2,782 -11%
FPWM
291
FSB Premier Wealth Management
Iowa
$1.15M +$58.4K +1,071 +5%
VAS
292
Vestmark Advisory Solutions
Massachusetts
$1.15M +$1.22M +22,375 New
KDA
293
Kraft Davis & Associates
Missouri
$1.14M +$1.28M +23,554 New
KAS
294
Kestra Advisory Services
Texas
$1.1M +$147K +2,691 +14%
AAS
295
Ameritas Advisory Services
Nebraska
$1.08M -$763 -14 -0.1%
CA
296
CoreCap Advisors
Michigan
$1.07M +$31.7K +582 +3%
QWM
297
Quadcap Wealth Management
Texas
$1.07M -$214K -3,923 -16%
FEG
298
Financial Enhancement Group
Indiana
$1.06M +$400K +7,338 +50%
WPC
299
Wedmont Private Capital
Pennsylvania
$1.05M -$33.2K -609 -3%
FG
300
Fiduciary Group
Georgia
$1.05M +$472K +8,657 +73%