We are live on ! Find out more
SPMD icon

State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
351
Worth Asset Management
Texas
$1.51M -$3.73K -58 -0.3%
SW
352
SMART Wealth
Nebraska
$1.5M +$1.43M +22,233 New
IWN
353
Independent Wealth Network
Iowa
$1.5M -$75.2K -1,169 -5%
LEA
354
Legacy Edge Advisors
New York
$1.49M +$158K +2,462 +13%
BC
355
Brio Consultants
California
$1.49M +$5.73K +89 +0.4%
CFMC
356
Curbstone Financial Management Corp
New Hampshire
$1.47M +$32.2K +500 +2%
FWM
357
Fingerlakes Wealth Management
New York
$1.47M +$8.62K +134 +0.6%
WPC
358
Wedmont Private Capital
Pennsylvania
$1.47M – – –
BWM
359
BCS Wealth Management
Tennessee
$1.46M +$110K +1,713 +9%
FFA
360
Founders Financial Alliance
North Carolina
$1.43M -$4.04M -62,826 -75%
MWC
361
MBM Wealth Consultants
Missouri
$1.4M +$1.34M +20,788 New
UBS AM
362
UBS AM
Illinois
$1.39M – – –
SFP
363
Strategic Financial Planning
Texas
$1.39M +$1.33M +20,599 New
OWA
364
ORBA Wealth Advisors
Illinois
$1.39M -$400K -6,221 -23%
AC
365
Apella Capital
Connecticut
$1.38M -$15.7K -244 -1%
MFS
366
Mattson Financial Services
Michigan
$1.36M +$152K +2,365 +13%
PFG
367
PAX Financial Group
Texas
$1.35M -$67.6K -1,051 -5%
NWA
368
Northwest Wealth Advisors
Washington
$1.33M -$17K -265 -1%
ACM
369
Armbruster Capital Management
New York
$1.33M -$261K -4,058 -17%
NB
370
Nicolet Bankshares
Wisconsin
$1.33M -$73.7K -1,146 -5%
CW
371
CreativeOne Wealth
Kansas
$1.32M -$1M -15,585 -44%
AOWM
372
Asset One Wealth Management
Washington
$1.31M -$118K -1,837 -9%
MWA
373
Meridian Wealth Advisors
Texas
$1.31M +$3.99K +62 +0.3%
FCM
374
Fell Capital Management
California
$1.3M +$69.4K +1,078 +6%
RSA
375
River Street Advisors
Illinois
$1.3M +$162K +2,516 +15%