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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
376
Sharkey, Howes & Javer
Colorado
$1.27M -$1.05M -16,256 -46%
SI
377
Seeds Investor
New York
$1.25M +$148K +2,304 +14%
LWPC
378
Legacy Wealth Partners (Colorado)
Colorado
$1.25M +$92.6K +1,439 +8%
HPA
379
High Probability Advisors
New York
$1.23M +$63.3K +984 +6%
GWP
380
Gateway Wealth Partners
Wisconsin
$1.23M -$1.11M -17,214 -49%
EFA
381
Evernest Financial Advisors
Indiana
$1.23M -$5.98K -93 -0.5%
TWM
382
Trinity Wealth Management
Pennsylvania
$1.22M +$3.99K +62 +0.3%
FPWM
383
FSB Premier Wealth Management
Iowa
$1.22M -$24.1K -374 -2%
QWM
384
Quadcap Wealth Management
Texas
$1.19M -$3.73K -58 -0.3%
KCPG
385
Kavar Capital Partners Group
Kansas
$1.18M +$64 +1 +0%
WIM
386
WealthPlan Investment Management
Nebraska
$1.17M +$386 +6 +0%
CMAI
387
Capital Management Associates Inc
Minnesota
$1.16M +$4.95K +77 +0.4%
GFPC
388
Global Financial Private Client
Florida
$1.16M +$88.3K +1,372 +9%
RFS
389
Richardson Financial Services
Massachusetts
$1.14M -$47.4K -737 -4%
PTC
390
Private Trust Company
Ohio
$1.14M -$4.7K -73 -0.4%
BW
391
Balance Wealth
Ohio
$1.14M +$279K +4,331 +35%
RCA
392
Ranch Capital Advisors
Florida
$1.13M +$53.4K +830 +5%
HGA
393
Hobbs Group Advisors
South Carolina
$1.13M +$64 +1 +0%
BW
394
BIP Wealth
Georgia
$1.12M +$167K +2,594 +18%
SWM
395
SFG Wealth Management
Maryland
$1.12M +$650K +10,109 +155%
Janney Montgomery Scott
396
Janney Montgomery Scott
Pennsylvania
$1.12M +$1.07M +16,559 New
DWT
397
Dorsey & Whitney Trust
South Dakota
$1.12M
RPCONE
398
Retirement Planning Company of New England
Rhode Island
$1.1M +$4.12K +64 +0.4%
VAG
399
VisionPoint Advisory Group
Texas
$1.1M -$2.9K -45 -0.3%
DSC
400
Duncker Streett & Co
Missouri
$1.09M -$1.74K -27 -0.2%