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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
351
Axxcess Wealth Management
California
$766K +$56.4K +1,034 +7%
FFW
352
Fusion Family Wealth
New York
$762K – – –
FMN
353
Financial Management Network
California
$758K -$8.99K -165 -1%
OGF
354
Orin Green Financial
California
$757K +$878K +16,112 New
JPG
355
Jordan Park Group
California
$752K – – –
VC
356
Vicus Capital
Pennsylvania
$749K +$20K +366 +3%
GM
357
GeoWealth Management
Illinois
$743K -$2.34M -42,992 -75%
AA
358
Advisory Alpha
Michigan
$741K +$36.9K +677 +5%
Jones Financial Companies
359
Jones Financial Companies
Missouri
$739K +$481K +8,822 +156%
IWMA
360
Ironwood Wealth Management (Arizona)
Arizona
$729K -$40.4K -742 -5%
SMA
361
Sage Mountain Advisors
Georgia
$722K – – –
Empower Advisory Group
362
Empower Advisory Group
Colorado
$716K -$13.1K -241 -2%
AFG
363
Arkansas Financial Group
Arkansas
$713K – – –
P
364
&Partners
Tennessee
$712K +$761K +13,953 New
MWM
365
MGB Wealth Management
Texas
$707K -$20.1K -368 -3%
AF
366
Aldebaran Financial
$707K +$17.2K +315 +2%
CAG
367
Csenge Advisory Group
Florida
$702K +$58.9K +1,080 +8%
AG
368
Ascent Group
Virginia
$698K -$70.5K -1,294 -9%
WFAG
369
Worth Financial Advisory Group
North Carolina
$698K -$141K -2,582 -16%
Truist Financial
370
Truist Financial
North Carolina
$695K +$177K +3,247 +31%
WPC
371
White Pine Capital
Minnesota
$691K – – –
LGW
372
Leslie Global Wealth
Illinois
$688K -$1.42M -26,053 -66%
GL
373
Graypoint LLC
New York
$684K +$12K +220 +2%
NA
374
Novus Advisors
South Carolina
$684K +$60.6K +1,111 +9%
BCG
375
Breakwater Capital Group
New Jersey
$683K +$404K +7,406 +125%