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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
$525K +$39.8K +801 +9%
CIA
352
Compass Ion Advisors
Pennsylvania
$514K +$3.68K +74 +0.8%
LFS
353
Lutz Financial Services
Nebraska
$511K
ASN
354
Advisory Services Network
Georgia
$494K -$95K -1,910 -17%
IAG
355
Investmark Advisory Group
Connecticut
$482K -$88.7K -1,784 -16%
OWA
356
Outlook Wealth Advisors
Texas
$467K -$277K -5,569 -39%
AP
357
Americana Partners
Texas
$460K
MCM
358
MAI Capital Management
Ohio
$459K +$11.5K +231 +3%
OSNBOA
359
Old Second National Bank of Aurora
Illinois
$453K -$50 -1 -0%
BFM
360
Boston Financial Management
Massachusetts
$453K
EIA
361
Eldridge Investment Advisors
New Hampshire
$451K -$1.05M -21,163 -71%
SL
362
SFM LLC
New Hampshire
$448K -$22.3K -449 -5%
FPW
363
Flagship Private Wealth
Massachusetts
$448K -$39.2K -789 -9%
GA
364
Goldstein Advisors
Wisconsin
$448K
AC
365
Addison Capital
Pennsylvania
$444K +$414K +8,322 New
MMA
366
Miracle Mile Advisors
California
$441K +$412K +8,277 New
SPC
367
Sigma Planning Corp
Michigan
$440K +$86.1K +1,732 +27%
CGFA
368
Colton Groome Financial Advisors
North Carolina
$438K -$56.3K -1,131 -12%
VBFP
369
Valtinson Bruner Financial Planning
Minnesota
$432K -$3.08K -62 -0.8%
RWM
370
Ritholtz Wealth Management
New York
$430K +$401K +8,055 New
MWM
371
Marion Wealth Management
Pennsylvania
$427K +$5.37K +108 +1%
DAS
372
Diversify Advisory Services
Utah
$420K +$394K +7,915 New
AMM
373
American Money Management
California
$419K -$30.4K -612 -7%
FFL
374
Financial Freedom LLC
Ohio
$417K +$796 +16 +0.2%
JWCA
375
J.W. Cole Advisors
Florida
$412K -$895 -18 -0.2%