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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
301
Bradley Foster & Sargent
Connecticut
$2.1M +$167K +2,591 +9%
Bank of Montreal
302
Bank of Montreal
Ontario, Canada
$2.07M +$373K +5,797 +23%
RCM
303
Raleigh Capital Management
North Carolina
$2.02M +$193 +3 +0%
IAA
304
Independent Advisor Alliance
North Carolina
$2M -$19.8M -307,881 -91%
BI
305
Breachway Investments
Rhode Island
$1.99M -$1.9M -29,528 -50%
RC
306
Roundview Capital
New Jersey
$1.99M +$223K +3,459 +13%
VCM
307
Virtue Capital Management
Tennessee
$1.98M +$262K +4,068 +16%
TCG
308
Transcendent Capital Group
Oklahoma
$1.98M +$1.88M +29,240 New
WETS
309
Wealth Enhancement Trust Services
South Dakota
$1.97M -$17.4K -271 -0.9%
CAPTRUST Financial Advisors
310
CAPTRUST Financial Advisors
North Carolina
$1.96M -$712K -11,069 -28%
RF
311
Rossby Financial
Florida
$1.96M -$61.4K -955 -3%
DF
312
Downshift Financial
Colorado
$1.95M +$38.2K +593 +2%
SG Americas Securities
313
SG Americas Securities
New York
$1.93M +$1.84M +28,575 New
KFI
314
Key Financial Inc
Pennsylvania
$1.93M -$60.9K -947 -3%
SF
315
Symphony Financial
Texas
$1.93M -$89.3K -1,388 -5%
WA
316
Waddell & Associates
Tennessee
$1.91M -$52K -808 -3%
KLI
317
Kelman-Lazarov Inc
Tennessee
$1.9M -$2.7K -42 -0.1%
ASN
318
Advisory Services Network
Georgia
$1.88M +$455K +7,077 +34%
FTWA
319
Fifth Third Wealth Advisors
Ohio
$1.88M +$278K +4,324 +18%
Brown Advisory
320
Brown Advisory
Maryland
$1.87M +$1.48M +23,051 +495%
KWM
321
Kingsview Wealth Management
Oregon
$1.87M -$43.7K -680 -2%
ARC
322
Advisor Resource Council
Texas
$1.85M +$579 +9 +0%
Mercer Global Advisors
323
Mercer Global Advisors
Colorado
$1.85M +$785K +12,194 +81%
TSS
324
Two Sigma Securities
New York
$1.83M -$536K -8,337 -24%
CJ
325
Caitlin John
Michigan
$1.82M +$1.01M +15,681 +139%