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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
276
Modern Wealth Management
Kansas
$1.88M +$394K +6,990 +27%
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$1.87M -$6.25K -111 -0.3%
LFG
278
Larson Financial Group
Missouri
$1.85M -$381K -6,765 -17%
SWP
279
SIMA Wealth Partners
Virginia
$1.83M +$48.7K +864 +3%
MF
280
Meridian Financial
Massachusetts
$1.8M +$27.5K +488 +2%
WCM
281
Wealthcare Capital Management
Virginia
$1.79M +$283K +5,016 +19%
WCM
282
WealthTrak Capital Management
Virginia
$1.78M +$1.75M +31,057 New
NAS
283
Nicolet Advisory Services
Wisconsin
$1.75M -$24.4K -433 -1%
KFI
284
Key Financial Inc
Pennsylvania
$1.73M +$99.6K +1,768 +6%
HVIA
285
Hudson Valley Investment Advisors
New York
$1.72M +$378K +6,711 +29%
HPC
286
HM Payson & Co
Maine
$1.67M
UF
287
Univest Financial
Pennsylvania
$1.67M +$171K +3,043 +12%
BFA
288
Blueprint Financial Advisors
North Carolina
$1.66M +$721K +12,793 +79%
KLI
289
Kelman-Lazarov Inc
Tennessee
$1.66M -$21.7K -385 -1%
AWA
290
Alaska Wealth Advisors
Alaska
$1.65M +$101K +1,795 +7%
AA
291
Alesco Advisors
New York
$1.65M +$368K +6,539 +29%
SIAS
292
Summit Investment Advisory Services
Minnesota
$1.59M +$77.2K +1,371 +5%
RFW
293
Rainier Family Wealth
Washington
$1.59M +$83.7K +1,485 +6%
KWM
294
Kingsview Wealth Management
Oregon
$1.59M -$41.3K -733 -3%
CFG
295
Compton Financial Group
Maryland
$1.55M +$5.92K +105 +0.4%
SFC
296
Strategic Financial Concepts
Texas
$1.55M +$5.92K +105 +0.4%
MERSOM
297
Municipal Employees' Retirement System of Michigan
Michigan
$1.54M
KWS
298
Keystone Wealth Services
California
$1.53M -$55.4K -983 -4%
CW
299
CreativeOne Wealth
Kansas
$1.52M +$77.4K +1,374 +5%
VWM
300
VCI Wealth Management
Missouri
$1.51M +$1.49M +26,381 New