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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
351
Delta Wealth Advisors
Indiana
$1.31M +$51.6K +848 +4%
SAG
352
SageView Advisory Group
California
$1.31M +$1.22M +20,004 +935%
NG
353
Navigation Group
California
$1.31M +$1.35M +22,111 New
CFG
354
Compton Financial Group
Maryland
$1.31M -$283K -4,641 -17%
NFG
355
Nadler Financial Group
Illinois
$1.3M +$1.33M +21,900 New
MFG
356
Merit Financial Group
Georgia
$1.29M -$12.1K -199 -0.9%
FWM
357
Fingerlakes Wealth Management
New York
$1.28M -$24K -395 -2%
CFMC
358
Curbstone Financial Management Corp
New Hampshire
$1.26M
NB
359
Nicolet Bankshares
Wisconsin
$1.26M +$1.28M +21,057 New
PFG
360
PAX Financial Group
Texas
$1.25M -$81.4K -1,338 -6%
ASN
361
Advisory Services Network
Georgia
$1.23M +$133K +2,181 +12%
UBS AM
362
UBS AM
Illinois
$1.22M +$1.25M +20,490 +13,051%
NWA
363
Northwest Wealth Advisors
Washington
$1.18M -$28.9K -474 -2%
BWM
364
BCS Wealth Management
Tennessee
$1.18M -$956K -15,704 -44%
PS
365
Principal Securities
Iowa
$1.18M +$551K +9,058 +84%
EFA
366
Evernest Financial Advisors
Indiana
$1.16M -$2.62K -43 -0.2%
BCFS
367
Butensky & Cohen Financial Security
Florida
$1.16M +$2.37K +39 +0.2%
LEA
368
Legacy Edge Advisors
New York
$1.16M +$380K +6,239 +47%
MWA
369
Meridian Wealth Advisors
Texas
$1.14M +$1.17M +19,288 New
FPWM
370
FSB Premier Wealth Management
Iowa
$1.09M -$29.1K -478 -3%
CMMS
371
Comprehensive Money Management Services
Florida
$1.09M +$32.3K +530 +3%
LA
372
Lifeworks Advisors
Michigan
$1.09M -$5.3K -87 -0.5%
FCM
373
Fell Capital Management
California
$1.07M +$165K +2,714 +18%
TWM
374
Trinity Wealth Management
Pennsylvania
$1.07M +$17K +280 +2%
MFS
375
Mattson Financial Services
Michigan
$1.07M +$27K +444 +3%