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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FF
351
Farrow Financial
Vermont
$440K +$402K +9,034 New
SL
352
SFM LLC
New Hampshire
$432K +$395K +8,857 New
SP
353
Stablepoint Partners
Massachusetts
$429K +$392K +8,810 New
OCM
354
Orion Capital Management
California
$423K
Mercer Global Advisors
355
Mercer Global Advisors
Colorado
$422K -$46.7K -1,049 -11%
AP
356
Americana Partners
Texas
$421K -$14.7K -330 -4%
Comerica Bank
357
Comerica Bank
Texas
$418K +$45.5K +1,021 +14%
OSNBOA
358
Old Second National Bank of Aurora
Illinois
$414K +$17.6K +396 +5%
BFM
359
Boston Financial Management
Massachusetts
$414K
AMM
360
American Money Management
California
$413K -$42.3K -950 -10%
GA
361
Goldstein Advisors
Wisconsin
$409K +$17.5K +392 +5%
MCM
362
MAI Capital Management
Ohio
$408K +$106K +2,371 +39%
NFP
363
Narus Financial Partners
Utah
$406K -$80.5K -1,806 -18%
CA
364
Continuum Advisory
Idaho
$403K -$6.24K -140 -2%
VBFP
365
Valtinson Bruner Financial Planning
Minnesota
$397K -$5.48K -123 -1%
MA
366
MONECO Advisors
Connecticut
$390K +$34.2K +768 +11%
KFS
367
Kelly Financial Services
Massachusetts
$390K -$20K -449 -5%
CMAI
368
Capital Management Associates Inc
Minnesota
$386K +$2.18K +49 New
MWM
369
Marion Wealth Management
Pennsylvania
$385K +$121K +2,712 +52%
FFL
370
Financial Freedom LLC
Ohio
$380K +$846 +19 +0.2%
PWM
371
Power Wealth Management
Georgia
$379K +$346K +7,771 New
JWCA
372
J.W. Cole Advisors
Florida
$378K +$345K +7,749 New
PCIA
373
Prime Capital Investment Advisors
Kansas
$376K +$56.2K +1,261 +20%
ICG
374
InterOcean Capital Group
Tennessee
$375K -$207K -4,639 -38%
LFAS
375
Level Four Advisory Services
Texas
$374K