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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAG
376
Investmark Advisory Group
Connecticut
$494K
MWM
377
Marion Wealth Management
Pennsylvania
$492K +$52.9K +1,000 +12%
EFS
378
Econ Financial Services
Pennsylvania
$487K -$499K -9,429 -51%
OWA
379
Outlook Wealth Advisors
Texas
$486K +$3.23K +61 +0.7%
SAS
380
SMI Advisory Services
Indiana
$485K -$49.1K -928 -9%
FWP
381
Falcon Wealth Planning
California
$482K -$33.5K -634 -7%
DAS
382
Diversify Advisory Services
Utah
$479K +$78.4K +1,483 +21%
BFM
383
Boston Financial Management
Massachusetts
$477K +$12.2K +230 +3%
BWFA
384
Baltimore-Washington Financial Advisors
Maryland
$474K -$58.7K -1,110 -11%
AP
385
Americana Partners
Texas
$472K
FPW
386
Flagship Private Wealth
Massachusetts
$471K +$12.6K +238 +3%
JWCA
387
J.W. Cole Advisors
Florida
$470K -$14K -264 -3%
SFP
388
Strategic Financial Planning
Texas
$463K +$53 +1 +0%
SFC
389
Strategic Financial Concepts
Texas
$460K -$23.9M -451,827 -98%
SP
390
Stablepoint Partners
Massachusetts
$458K -$88.4K -1,672 -17%
OSNBOA
391
Old Second National Bank of Aurora
Illinois
$458K -$10.6K -200 -2%
SA
392
Scarborough Advisors
Maryland
$457K -$13.2K -249 -3%
UWM
393
USAdvisors Wealth Management
Minnesota
$452K -$105K -1,990 -19%
Qube Research & Technologies (QRT)
394
Qube Research & Technologies (QRT)
United Kingdom
$451K +$102K +1,924 +30%
SPC
395
Sigma Planning Corp
Michigan
$446K +$22.4K +424 +5%
SL
396
SFM LLC
New Hampshire
$441K -$9.89K -187 -2%
CMAI
397
Capital Management Associates Inc
Minnesota
$438K +$424K +8,014 New
TDC
398
Thompson Davis & Co
Virginia
$437K
TVAMP
399
Tennessee Valley Asset Management Partners
Tennessee
$437K +$16K +302 +4%
FFL
400
Financial Freedom LLC
Ohio
$430K +$952 +18 +0.2%