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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
326
Belpointe Asset Management
Nevada
$237K -$15.8K -371 -6%
IAA
327
Independent Advisor Alliance
North Carolina
$236K +$42 +1 +0%
OSNBOA
328
Old Second National Bank of Aurora
Illinois
$234K +$138K +3,254 +145%
JIC
329
Johnson Investment Counsel
Ohio
$233K -$3.95K -93 -2%
LFA
330
Laraway Financial Advisors
Minnesota
$232K +$892 +21 +0.4%
ICG
331
InterOcean Capital Group
Tennessee
$229K -$5.22K -123 -2%
RWPA
332
Richard W. Paul & Associates
Michigan
$228K +$228K +5,370 New
US Bancorp
333
US Bancorp
Minnesota
$227K
JFG
334
JDM Financial Group
Texas
$226K +$225K +5,308 New
API
335
Advisor Partners II
California
$225K -$27K -635 -11%
AWS
336
Atria Wealth Solutions
New York
$223K +$223K +5,247 New
AAS
337
Avantax Advisory Services
Texas
$217K -$10.1K -237 -4%
CAL
338
Capital Advisors Ltd
Ohio
$217K
GFPC
339
Global Financial Private Client
Florida
$212K +$90.3K +2,127 +74%
MA
340
MONECO Advisors
Connecticut
$212K +$212K +4,985 New
TA
341
TFG Advisers
Michigan
$209K +$209K +4,920 New
MWM
342
Mattern Wealth Management
Kansas
$209K +$208K +4,906 New
OFG
343
Omega Financial Group
California
$208K +$208K +4,892 New
MSAM
344
Moloney Securities Asset Management
Missouri
$206K +$206K +4,841 New
SEA
345
Stegent Equity Advisors
Texas
$204K -$138K -3,253 -40%
CCWM
346
Cassaday & Co Wealth Management
Virginia
$204K +$204K +4,797 New
Fidelity Investments
347
Fidelity Investments
Massachusetts
$203K -$552 -13 -0.3%
AIP
348
Ameritas Investment Partners
Nebraska
$194K +$194K +4,561 New
CFD
349
Creative Financial Designs
Indiana
$185K
AIM
350
Acropolis Investment Management
Missouri
$182K +$182K +4,284 New