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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
301
Falcon Wealth Planning
California
$484K
CCM
302
Coldstream Capital Management
Washington
$478K +$5.15K +112 +1%
IAG
303
Investmark Advisory Group
Connecticut
$474K
WFAG
304
Worth Financial Advisory Group
North Carolina
$469K +$32.5K +708 +7%
STA
305
Summit Trail Advisors
New York
$466K
CIAS
306
CFS Investment Advisory Services
New Jersey
$455K +$35.4K +770 +8%
SIC
307
Sterling Investment Counsel
New York
$455K -$9.47K -206 -2%
HPA
308
High Probability Advisors
New York
$454K +$477K +10,379 New
IC
309
IEQ Capital
California
$452K -$263K -5,730 -36%
BWFA
310
Baltimore-Washington Financial Advisors
Maryland
$448K -$7.03K -153 -1%
CFS
311
Commonwealth Financial Services
West Virginia
$447K +$470K +10,219 New
AWA
312
Arkadios Wealth Advisors
Georgia
$446K +$12K +260 +3%
TFP
313
Tilia Fiduciary Partners
North Carolina
$446K +$90.7K +1,973 +24%
NFP
314
Narus Financial Partners
Utah
$444K -$55.6K -1,210 -11%
OWA
315
Outlook Wealth Advisors
Texas
$444K -$8.92K -194 -2%
PA
316
PFG Advisors
Arizona
$433K +$190K +4,136 +72%
Mercer Global Advisors
317
Mercer Global Advisors
Colorado
$426K +$104K +2,267 +30%
TSS
318
Two Sigma Securities
New York
$425K +$446K +9,710 New
RPCONE
319
Retirement Planning Company of New England
Rhode Island
$417K -$70.8K -1,540 -14%
CIA
320
Compass Ion Advisors
Pennsylvania
$417K +$28.9K +628 +7%
AMM
321
American Money Management
California
$413K -$20.3K -442 -4%
FPW
322
Flagship Private Wealth
Massachusetts
$408K +$19K +414 +5%
CGFA
323
Colton Groome Financial Advisors
North Carolina
$399K -$17.5K -380 -4%
AP
324
Americana Partners
Texas
$392K +$412K +8,961 New
BWM
325
BCS Wealth Management
Tennessee
$385K +$76.9K +1,672 +23%