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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
301
Avantax Advisory Services
Texas
$206K +$227K +5,351 New
DWM
302
Denver Wealth Management
Colorado
$204K +$2.08K +49 +0.9%
BFM
303
Boston Financial Management
Massachusetts
$200K +$220K +5,199 New
CAL
304
Capital Advisors Ltd
Ohio
$197K
Fidelity Investments
305
Fidelity Investments
Massachusetts
$184K -$69.2K -1,631 -25%
CFD
306
Creative Financial Designs
Indiana
$168K -$8.06K -190 -4%
KFS
307
Kelly Financial Services
Massachusetts
$165K +$19.3K +455 +12%
MFA
308
McClarren Financial Advisors
Pennsylvania
$159K +$175K +4,129 New
Qube Research & Technologies (QRT)
309
Qube Research & Technologies (QRT)
United Kingdom
$137K +$150K +3,542 New
FRA
310
Front Row Advisors
California
$134K
William Blair & Company
311
William Blair & Company
Illinois
$119K +$44.5K +1,050 +51%
GFPC
312
Global Financial Private Client
Florida
$114K +$32.2K +759 +36%
CAAS
313
Capital Asset Advisory Services
Michigan
$109K -$31.7K -747 -21%
SSB
314
Sandy Spring Bank
Maryland
$99K +$20.4K +480 +23%
WTC
315
WhitTier Trust Company
Nevada
$98K
OSNBOA
316
Old Second National Bank of Aurora
Illinois
$87K +$1.82K +43 +2%
CCA
317
Column Capital Advisors
Indiana
$86K
OFG
318
Oxford Financial Group
Indiana
$83K +$90.9K +2,143 New
PFA
319
Professional Financial Advisors
Nebraska
$80K +$3.99K +94 +5%
DWMG
320
DB Wealth Management Group
California
$78K
JWA
321
JFS Wealth Advisors
Pennsylvania
$65K +$42 +1 +0.1%
FFA
322
Founders Financial Alliance
North Carolina
$62K +$65K +1,533 +2,254%
SPIA
323
Steward Partners Investment Advisory
New York
$58K +$975 +23 +2%
CP
324
Castleview Partners
Texas
$56K -$15.8K -372 -20%
SPWM
325
Spartan Planning & Wealth Management
North Carolina
$54K -$466 -11 -0.8%