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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
326
Falcon Wealth Planning
California
$538K
HPA
327
High Probability Advisors
New York
$536K +$27.3K +613 +6%
CIAS
328
CFS Investment Advisory Services
New Jersey
$533K +$24.6K +552 +5%
CIBC Private Wealth Group
329
CIBC Private Wealth Group
Georgia
$532K +$486K +10,920 New
SEA
330
Stegent Equity Advisors
Texas
$530K +$271K +6,089 +127%
IAG
331
Investmark Advisory Group
Connecticut
$527K
AFG
332
Atomi Financial Group
New York
$521K +$97.6K +2,191 +26%
BWM
333
BCS Wealth Management
Tennessee
$520K +$83.8K +1,882 +21%
STA
334
Summit Trail Advisors
New York
$518K
KPWS
335
Kestra Private Wealth Services
Texas
$518K +$197K +4,425 +71%
IC
336
IEQ Capital
California
$515K +$10.6K +237 +2%
IAA
337
Independent Advisor Alliance
North Carolina
$515K +$248K +5,563 +100%
PA
338
PFG Advisors
Arizona
$507K +$22.8K +511 +5%
AWA
339
Arkadios Wealth Advisors
Georgia
$499K +$2.9K +65 +0.6%
BWFA
340
Baltimore-Washington Financial Advisors
Maryland
$496K -$3.03K -68 -0.7%
BG
341
Benedetti & Gucer
Georgia
$483K -$58.8K -1,320 -12%
GFPC
342
Global Financial Private Client
Florida
$479K +$147K +3,307 +51%
LFS
343
Lutz Financial Services
Nebraska
$466K +$426K +9,573 New
CIA
344
Compass Ion Advisors
Pennsylvania
$466K +$1.65K +37 +0.4%
MCC
345
Money Concepts Capital
Florida
$461K +$169K +3,795 +67%
ECM
346
Exchange Capital Management
Michigan
$457K +$418K +9,380 New
CGFA
347
Colton Groome Financial Advisors
North Carolina
$455K +$10K +225 +2%
CCG
348
Capital CS Group
California
$450K +$53.2K +1,195 +15%
USCWA
349
U.S. Capital Wealth Advisors
Texas
$449K -$288K -6,475 -41%
FPW
350
Flagship Private Wealth
Massachusetts
$448K -$5.92K -133 -1%