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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
376
FAS Wealth Partners
Kansas
$32.9K
WAS
377
Winch Advisory Services
Wisconsin
$26K +$85 +2 +0.3%
OSAM
378
O'Shaughnessy Asset Management
Connecticut
$22.7K
Fifth Third Bancorp
379
Fifth Third Bancorp
Ohio
$22.6K
MHR
380
Matthew Hamilton Rosenberg
$21.9K
BHWM
381
Bay Harbor Wealth Management
Maryland
$21K +$170 +4 +0.8%
BWM
382
BerganKDV Wealth Management
Minnesota
$20.5K
PNC Financial Services Group
383
PNC Financial Services Group
Pennsylvania
$20K
HWMA
384
Heritage Wealth Management (Arizona)
Arizona
$19.4K +$9.68K +228 +100%
AF
385
Advisornet Financial
Minnesota
$18.1K
BCWM
386
Bartlett & Co Wealth Management
Ohio
$18K
BC
387
Bartlett & Co
Ohio
$18K
TFS
388
TrustCore Financial Services
Tennessee
$17K
GJIA
389
Glass Jacobson Investment Advisors
Maryland
$16.4K +$16.3K +385 New
SWA
390
Sutton Wealth Advisors
Florida
$15.8K
PIMG
391
Patriot Investment Management Group
Tennessee
$15.3K +$14.1K +333 New
FWA
392
Freedom Wealth Alliance
Wisconsin
$14.5K +$14.5K +341 New
SC
393
SouthState Corp
Florida
$14K
TF
394
TimeScale Financial
Massachusetts
$13.7K +$42 +1 +0.3%
CA
395
Corrado Advisors
New Jersey
$13.4K +$13.4K +315 New
BWM
396
Baystate Wealth Management
Massachusetts
$13K +$13.4K +315 New
AA
397
Addison Advisors
Vermont
$12.8K
AWM
398
Accurate Wealth Management
Florida
$11.3K +$10.9K +257 New
AA
399
Ancora Advisors
Ohio
$11K
SWM
400
Spire Wealth Management
Virginia
$11K +$7.94K +187 +283%