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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
326
Sigma Planning Corp
Michigan
$382K -$139K -3,033 -26%
OCM
327
Orion Capital Management
California
$380K -$1.38K -30 -0.3%
ASN
328
Advisory Services Network
Georgia
$376K +$32K +696 +9%
DWM
329
Denver Wealth Management
Colorado
$376K +$395K +8,588 New
AFG
330
Atomi Financial Group
New York
$373K +$182K +3,950 +87%
BFM
331
Boston Financial Management
Massachusetts
$372K
KFS
332
Kelly Financial Services
Massachusetts
$370K +$12.3K +268 +3%
KAS
333
Kestra Advisory Services
Texas
$368K +$114K +2,477 +42%
CA
334
Continuum Advisory
Idaho
$367K -$368 -8 -0.1%
VBFP
335
Valtinson Bruner Financial Planning
Minnesota
$363K -$2.12K -46 -0.6%
JMPWA
336
JP Morgan Private Wealth Advisors
California
$359K -$11.4K -248 -3%
EIA
337
Eldridge Investment Advisors
New Hampshire
$356K -$501K -10,894 -57%
OSNBOA
338
Old Second National Bank of Aurora
Illinois
$355K +$9.65K +210 +3%
CCG
339
Capital CS Group
California
$352K -$68.8K -1,496 -16%
GA
340
Goldstein Advisors
Wisconsin
$350K
DI
341
DFPG Investments
Utah
$345K -$35.5K -772 -9%
FFL
342
Financial Freedom LLC
Ohio
$341K +$260K +5,650 +265%
HWM
343
HB Wealth Management
Georgia
$340K +$357K +7,768 New
EW
344
Evoke Wealth
California
$337K
LFAS
345
Level Four Advisory Services
Texas
$336K -$644 -14 -0.2%
Comerica Bank
346
Comerica Bank
Texas
$331K +$348K +7,560 New
PAG
347
Paladin Advisory Group
Iowa
$330K -$9.38K -204 -3%
T
348
TRUADVICE
Florida
$325K -$247K -5,367 -41%
DI
349
Diligent Investors
California
$323K -$68K -1,479 -17%
IWN
350
Independent Wealth Network
Iowa
$319K -$9.79K -213 -3%