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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
326
ORBA Wealth Advisors
Illinois
$1.59M -$156K -2,559 -9%
CIR
327
Clear Investment Research
Georgia
$1.58M +$204K +3,357 +14%
BAM
328
Belpointe Asset Management
Nevada
$1.56M -$101K -1,656 -6%
TA
329
TKG Advisors
Indiana
$1.55M -$438K -7,195 -22%
EIA
330
Eldridge Investment Advisors
New Hampshire
$1.55M +$11.3K +185 +0.7%
RC
331
Roundview Capital
New Jersey
$1.54M +$14.3K +235 +0.9%
WWA
332
WCG Wealth Advisors
Nevada
$1.52M +$8.16K +134 +0.5%
BJF
333
Blue Jean Financial
New York
$1.5M +$40.6K +667 +3%
Bank of Montreal
334
Bank of Montreal
Ontario, Canada
$1.47M +$451K +7,417 +42%
KWS
335
Keystone Wealth Services
California
$1.47M +$1.51M +24,877 New
CA
336
CoreCap Advisors
Michigan
$1.47M +$19.7K +324 +1%
IJWM
337
Inman Jager Wealth Management
Mississippi
$1.46M +$718K +11,796 +91%
VCM
338
Virtue Capital Management
Tennessee
$1.45M +$1.54M +25,240 New
BC
339
Brio Consultants
California
$1.41M +$3.47K +57 +0.3%
ACM
340
Armbruster Capital Management
New York
$1.41M +$63.5K +1,044 +5%
FTWA
341
Fifth Third Wealth Advisors
Ohio
$1.39M +$201K +3,301 +16%
CFG
342
Citizens Financial Group
Rhode Island
$1.39M +$18.9K +311 +1%
IWN
343
Independent Wealth Network
Iowa
$1.38M +$968K +15,902 +215%
NW
344
NewEdge Wealth
Pennsylvania
$1.38M +$3.29K +54 +0.2%
AOWM
345
Asset One Wealth Management
Washington
$1.38M -$23.7K -389 -2%
AF
346
Apollon Financial
South Carolina
$1.38M +$330K +5,427 +30%
WPC
347
Wedmont Private Capital
Pennsylvania
$1.37M -$4.99K -82 -0.4%
MCC
348
Money Concepts Capital
Florida
$1.36M +$134K +2,201 +11%
AC
349
Apella Capital
Connecticut
$1.35M +$806K +13,247 +170%
TVAMP
350
Tennessee Valley Asset Management Partners
Tennessee
$1.34M -$4.67M -76,700 -77%