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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
276
Measured Wealth Private Client Group
New Hampshire
$2.14M -$2.58M -44,869 -55%
CIA
277
Concurrent Investment Advisors
Florida
$2.12M +$2.1M +36,539 New
JF
278
JSF Financial
California
$2.11M +$74.3K +1,293 +4%
MAM
279
MMA Asset Management
Pennsylvania
$2.1M -$1.98M -34,385 -49%
BWM
280
BCS Wealth Management
Tennessee
$2.07M +$1.07M +18,631 +109%
SAM
281
S.A. Mason
Michigan
$2.04M +$23.8K +415 +1%
FEG
282
Financial Enhancement Group
Indiana
$2.02M -$9.42K -164 -0.5%
CAPTRUST Financial Advisors
283
CAPTRUST Financial Advisors
North Carolina
$2.01M +$109K +1,894 +6%
CGA
284
Crescent Grove Advisors
Illinois
$2.01M -$79.8K -1,389 -4%
AWMG
285
Alliance Wealth Management Group
New Jersey
$2M -$45K -784 -2%
KAS
286
Kestra Advisory Services
Texas
$1.99M +$10.9K +189 +0.6%
UF
287
Univest Financial
Pennsylvania
$1.98M +$291K +5,063 +17%
LFG
288
Larson Financial Group
Missouri
$1.97M +$87.9K +1,531 +5%
AWA
289
Alaska Wealth Advisors
Alaska
$1.95M +$271K +4,721 +16%
TA
290
TKG Advisors
Indiana
$1.94M +$2.87K +50 +0.1%
BFS
291
Bradley Foster & Sargent
Connecticut
$1.86M -$90.4K -1,573 -5%
HVIA
292
Hudson Valley Investment Advisors
New York
$1.84M +$95K +1,654 +5%
Susquehanna International Group
293
Susquehanna International Group
Pennsylvania
$1.83M +$1.25M +21,746 +219%
CI
294
Cavalier Investments
Georgia
$1.83M -$254K -4,424 -12%
MF
295
Meridian Financial
Massachusetts
$1.81M -$12.1K -210 -0.7%
KFI
296
Key Financial Inc
Pennsylvania
$1.79M +$44.4K +773 +3%
RFW
297
Rainier Family Wealth
Washington
$1.76M +$151K +2,629 +9%
BW
298
Balance Wealth
Ohio
$1.74M +$336K +5,841 +24%
BFA
299
Blueprint Financial Advisors
North Carolina
$1.72M +$40.4K +703 +2%
KLI
300
Kelman-Lazarov Inc
Tennessee
$1.7M +$20.3K +354 +1%