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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMN
301
Financial Management Network
California
$910K -$5.08K -96 -0.6%
AG
302
Ascent Group
Virginia
$905K -$28.2K -534 -3%
CIR
303
Clear Investment Research
Georgia
$903K +$22.7K +430 +3%
OGF
304
Orin Green Financial
California
$901K -$1.22K -23 -0.1%
WFAG
305
Worth Financial Advisory Group
North Carolina
$900K +$71K +1,342 +9%
CIBC Private Wealth Group
306
CIBC Private Wealth Group
Georgia
$894K +$5.29K +100 +0.6%
UF
307
Univest Financial
Pennsylvania
$891K +$862K +16,298 New
AFG
308
Arkansas Financial Group
Arkansas
$891K +$21.4K +405 +3%
AWM
309
Axxcess Wealth Management
California
$874K -$79.1K -1,495 -9%
CW
310
CreativeOne Wealth
Kansas
$868K +$95.7K +1,810 +13%
CAM
311
Cresset Asset Management
Illinois
$868K +$106 +2 +0%
SEA
312
Stegent Equity Advisors
Texas
$867K -$26.9K -508 -3%
MA
313
MONECO Advisors
Connecticut
$854K +$68.3K +1,291 +9%
JPG
314
Jordan Park Group
California
$850K
GWSG
315
GPS Wealth Strategies Group
Colorado
$846K -$1.42M -26,795 -63%
RSA
316
River Street Advisors
Illinois
$846K +$71.4K +1,351 +10%
ACM
317
Armbruster Capital Management
New York
$845K +$129K +2,445 +19%
DWM
318
Denver Wealth Management
Colorado
$845K -$50.8K -961 -6%
AAS
319
Ameritas Advisory Services
Nebraska
$825K +$250K +4,732 +46%
FFW
320
Fusion Family Wealth
New York
$814K
RPCONE
321
Retirement Planning Company of New England
Rhode Island
$807K +$18.7K +354 +2%
APW
322
Austin Private Wealth
Texas
$807K +$55.9K +1,058 +8%
CWM
323
CarsonAllaria Wealth Management
Illinois
$804K +$731K +13,818 +1,563%
RPSA
324
Richard P. Slaughter Associates
Texas
$804K +$63.1K +1,193 +9%
HGERS
325
Householder Group Estate & Retirement Specialist
Arizona
$794K -$21.5K -407 -3%