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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWN
351
Independent Wealth Network
Iowa
$1.5M -$75.2K -1,169 -5%
LEA
352
Legacy Edge Advisors
New York
$1.49M +$158K +2,462 +13%
BC
353
Brio Consultants
California
$1.49M +$5.73K +89 +0.4%
CFMC
354
Curbstone Financial Management Corp
New Hampshire
$1.47M +$32.2K +500 +2%
FWM
355
Fingerlakes Wealth Management
New York
$1.47M +$8.62K +134 +0.6%
WPC
356
Wedmont Private Capital
Pennsylvania
$1.47M
BWM
357
BCS Wealth Management
Tennessee
$1.46M +$110K +1,713 +9%
FFA
358
Founders Financial Alliance
North Carolina
$1.43M -$4.04M -62,826 -75%
MWC
359
MBM Wealth Consultants
Missouri
$1.4M +$1.34M +20,788 New
UBS AM
360
UBS AM
Illinois
$1.39M
SFP
361
Strategic Financial Planning
Texas
$1.39M +$1.33M +20,599 New
OWA
362
ORBA Wealth Advisors
Illinois
$1.39M -$400K -6,221 -23%
AC
363
Apella Capital
Connecticut
$1.38M -$15.7K -244 -1%
MFS
364
Mattson Financial Services
Michigan
$1.36M +$152K +2,365 +13%
PFG
365
PAX Financial Group
Texas
$1.35M -$67.6K -1,051 -5%
NWA
366
Northwest Wealth Advisors
Washington
$1.33M -$17K -265 -1%
ACM
367
Armbruster Capital Management
New York
$1.33M -$261K -4,058 -17%
NB
368
Nicolet Bankshares
Wisconsin
$1.33M -$73.7K -1,146 -5%
CW
369
CreativeOne Wealth
Kansas
$1.32M -$1M -15,585 -44%
AOWM
370
Asset One Wealth Management
Washington
$1.31M -$118K -1,837 -9%
MWA
371
Meridian Wealth Advisors
Texas
$1.31M +$3.99K +62 +0.3%
FCM
372
Fell Capital Management
California
$1.3M +$69.4K +1,078 +6%
RSA
373
River Street Advisors
Illinois
$1.3M +$162K +2,516 +15%
BCFS
374
Butensky & Cohen Financial Security
Florida
$1.29M -$35.1K -545 -3%
CMMS
375
Comprehensive Money Management Services
Florida
$1.28M +$32.2K +500 +3%