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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
301
BIP Wealth
Georgia
$1.05M -$143K -2,629 -11%
PTC
302
Private Trust Company
Ohio
$1.05M -$134K -2,459 -11%
CFG
303
Citizens Financial Group
Rhode Island
$1.04M +$144K +2,636 +15%
BRWA
304
B. Riley Wealth Advisors
Florida
$1.04M +$328K +6,011 +42%
MCWS
305
McKinley Carter Wealth Services
West Virginia
$1.03M -$45.5K -834 -4%
CIAS
306
CFS Investment Advisory Services
New Jersey
$1.03M -$10.6K -195 -1%
CFMC
307
Curbstone Financial Management Corp
New Hampshire
$1.02M +$19.1K +350 +2%
RFS
308
Richardson Financial Services
Massachusetts
$1.02M +$94.8K +1,739 +10%
WA
309
Waddell & Associates
Tennessee
$1.01M +$10.8K +199 +1%
T
310
Tidemark
California
$1M +$95.8K +1,758 +10%
AF
311
Apollon Financial
South Carolina
$998K +$479K +8,786 +82%
CP
312
Camelot Portfolios
Ohio
$984K +$1.05M +19,235 New
CCFCSB
313
Cape Cod Five Cents Savings Bank
Massachusetts
$982K – – –
LA
314
Lifeworks Advisors
Michigan
$970K -$38.8K -711 -4%
SIC
315
Sterling Investment Counsel
New York
$963K -$18.4K -337 -2%
ACM
316
Armbruster Capital Management
New York
$960K +$53.4K +980 +6%
Thrivent Financial for Lutherans
317
Thrivent Financial for Lutherans
Minnesota
$959K -$5.41M -99,161 -86%
BCFS
318
Butensky & Cohen Financial Security
Florida
$931K +$16K +293 +2%
CIR
319
Clear Investment Research
Georgia
$929K +$74.8K +1,373 +8%
DSC
320
Duncker Streett & Co
Missouri
$928K – – –
NWMG
321
National Wealth Management Group
Ohio
$921K +$657K +12,048 +203%
HGA
322
Hobbs Group Advisors
South Carolina
$920K -$9.1K -167 -0.9%
BWMG
323
Barnes Wealth Management Group
California
$906K +$88.8K +1,629 +10%
EIA
324
Eldridge Investment Advisors
New Hampshire
$902K +$122K +2,239 +15%
CMMS
325
Comprehensive Money Management Services
Florida
$900K -$6.49K -119 -0.7%