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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
326
Kavar Capital Partners Group
Kansas
$896K +$1.09K +20 +0.1%
TCWM
327
Total Clarity Wealth Management
Illinois
$888K -$8.61K -158 -1%
VA
328
VestGen Advisors
Illinois
$887K +$945K +17,339 New
CIBC Private Wealth Group
329
CIBC Private Wealth Group
Georgia
$881K +$112K +2,046 +12%
IAA
330
Independent Advisor Alliance
North Carolina
$880K -$24.5M -449,608 -96%
Janney Montgomery Scott
331
Janney Montgomery Scott
Pennsylvania
$878K -$71.7K -1,315 -7%
Bank of New York Mellon
332
Bank of New York Mellon
New York
$869K +$492K +9,029 +114%
AWA
333
Arkadios Wealth Advisors
Georgia
$857K +$314K +5,763 +52%
HPA
334
High Probability Advisors
New York
$837K +$99.6K +1,828 +13%
HVIA
335
Hudson Valley Investment Advisors
New York
$834K +$115K +2,103 +15%
RSA
336
River Street Advisors
Illinois
$821K +$4.47K +82 +0.5%
ASN
337
Advisory Services Network
Georgia
$821K +$230K +4,222 +36%
Franklin Resources
338
Franklin Resources
California
$820K +$580K +10,648 +198%
SLC
339
Second Line Capital
Louisiana
$810K -$85.9K -1,575 -9%
RPCONE
340
Retirement Planning Company of New England
Rhode Island
$799K +$10.4K +191 +1%
GI
341
Gradient Investments
Minnesota
$796K +$848K +15,552 New
JCIA
342
Jackson Creek Investment Advisors
Colorado
$795K +$14.8K +272 +2%
DWM
343
Denver Wealth Management
Colorado
$791K -$1.85K -34 -0.2%
MCC
344
Money Concepts Capital
Florida
$791K +$45.3K +831 +6%
M
345
MOTCO
Texas
$788K +$839K +15,389 New
EFG
346
Ethos Financial Group
Pennsylvania
$785K – – –
SEA
347
Stegent Equity Advisors
Texas
$785K -$24.9K -456 -3%
BWM
348
BCS Wealth Management
Tennessee
$783K +$31.1K +570 +4%
AA
349
Alesco Advisors
New York
$772K +$248K +4,558 +43%
BIP
350
Blueprint Investment Partners
North Carolina
$769K -$1.01M -18,544 -55%