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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
301
Kelly Financial Services
Massachusetts
$152K +$45K +1,037 +37%
CAAS
302
Capital Asset Advisory Services
Michigan
$142K -$70.9K -1,635 -31%
FRA
303
Front Row Advisors
California
$138K -$3.12K -72 -2%
NC
304
NewSquare Capital
Pennsylvania
$115K
WTC
305
WhitTier Trust Company
Nevada
$100K +$110K +2,530 New
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$89K +$60.4K +1,393 +162%
CCA
307
Column Capital Advisors
Indiana
$88K -$12K -276 -11%
OSNBOA
308
Old Second National Bank of Aurora
Illinois
$87K +$27.4K +631 +40%
GFPC
309
Global Financial Private Client
Florida
$84.8K +$68.4K +1,578 +297%
US Bancorp
310
US Bancorp
Minnesota
$84K +$8.29K +191 +10%
SSB
311
Sandy Spring Bank
Maryland
$83K +$22.3K +515 +32%
William Blair & Company
312
William Blair & Company
Illinois
$81K +$1.56K +36 +2%
CP
313
Castleview Partners
Texas
$80.8K +$12.4K +286 +19%
DWMG
314
DB Wealth Management Group
California
$80K +$737 +17 +0.9%
PFGIA
315
Patriot Financial Group Insurance Agency
Massachusetts
$78K -$19.9K -459 -19%
PFA
316
Professional Financial Advisors
Nebraska
$78K +$44.5K +1,026 +108%
BMD
317
Better Money Decisions
New Mexico
$74K +$80.9K +1,866 New
JWA
318
JFS Wealth Advisors
Pennsylvania
$67K +$19.5K +449 +36%
VVP
319
Venture Visionary Partners
Ohio
$66K +$72.2K +1,664 New
SPIA
320
Steward Partners Investment Advisory
New York
$59K -$1.22K -28 -2%
SPWM
321
Spartan Planning & Wealth Management
North Carolina
$56K -$87.8K -2,023 -59%
BHWM
322
Bay Harbor Wealth Management
Maryland
$47K -$22.6K -522 -31%
RIM
323
Rockbridge Investment Management
New York
$42.9K
TFA
324
Transamerica Financial Advisors
Florida
$35K +$37.7K +868 New
FWP
325
FAS Wealth Partners
Kansas
$31K