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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
301
Paladin Advisory Group
Iowa
$347K +$354K +7,902 New
KCPG
302
Kavar Capital Partners Group
Kansas
$344K -$5.01K -112 -1%
LFAS
303
Level Four Advisory Services
Texas
$342K +$627 +14 +0.2%
EW
304
Evoke Wealth
California
$339K
GWAG
305
Garrett Wealth Advisory Group
Texas
$329K +$6.49K +145 +2%
ACM
306
Altrius Capital Management
North Carolina
$303K -$77.2K -1,725 -20%
SIA
307
Strategic Investment Advisors
Michigan
$302K -$6.94K -155 -2%
SPA
308
Sentinel Pension Advisors
Massachusetts
$296K +$1.12K +25 +0.4%
WSTAM
309
Wilbanks Smith & Thomas Asset Management
Virginia
$295K -$747K -16,684 -71%
OPA
310
Old Port Advisors
Maine
$293K -$3.13K -70 -1%
IFPG
311
Intrepid Financial Planning Group
Indiana
$293K +$45 +1 +0%
SS
312
Simplicity Solutions
Minnesota
$291K -$39.8K -889 -12%
PA
313
PFG Advisors
Arizona
$288K -$6.67K -149 -2%
BW
314
Bison Wealth
Georgia
$286K +$3.22K +72 +1%
Empower Advisory Group
315
Empower Advisory Group
Colorado
$285K +$290K +6,478 New
IWN
316
Independent Wealth Network
Iowa
$280K +$15.4K +343 +6%
KAS
317
Kestra Advisory Services
Texas
$278K -$17.5K -392 -6%
MA
318
MONECO Advisors
Connecticut
$278K +$59.6K +1,331 +27%
HI
319
Harbour Investments
Wisconsin
$275K +$8.91K +199 +3%
BWM
320
BCS Wealth Management
Tennessee
$272K +$277K +6,199 New
BP
321
Ballentine Partners
Massachusetts
$267K
TFP
322
Tilia Fiduciary Partners
North Carolina
$266K +$14.1K +316 +6%
CAM
323
Cresset Asset Management
Illinois
$265K -$18.5K -414 -6%
LWMNY
324
Landmark Wealth Management (New York)
New York
$261K -$2.19K -49 -0.8%
SFP
325
Strategic Financial Planning
Texas
$260K -$2.64K -59 -1%