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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
376
International Assets Investment Management
Florida
$770K +$730K +14,165 New
SMA
377
Sage Mountain Advisors
Georgia
$768K
GWM
378
GSB Wealth Management
Connecticut
$767K +$71.1K +1,381 +11%
Empower Advisory Group
379
Empower Advisory Group
Colorado
$766K +$5.61K +109 +0.8%
CAG
380
Csenge Advisory Group
Florida
$765K -$3.45K -67 -0.5%
DWT
381
Dorsey & Whitney Trust
South Dakota
$763K +$722K +14,024 New
AA
382
Advisory Alpha
Michigan
$761K -$25.3K -492 -3%
NA
383
Novus Advisors
South Carolina
$755K +$26.6K +517 +4%
NCMW
384
Northern Capital Management (Washington)
Washington
$748K +$27.7K +538 +4%
WFAG
385
Worth Financial Advisory Group
North Carolina
$748K +$6.75K +131 +1%
AF
386
Aldebaran Financial
$748K -$2.58K -50 -0.4%
FFO
387
Fortitude Family Office
Arizona
$740K +$701K +13,608 New
WPC
388
White Pine Capital
Minnesota
$735K
MWM
389
MGB Wealth Management
Texas
$725K -$24.9K -483 -3%
GL
390
Graypoint LLC
New York
$725K -$1.96K -38 -0.3%
SMC
391
Smith, Moore & Co
Missouri
$720K +$14.3K +278 +2%
LGW
392
Leslie Global Wealth
Illinois
$719K -$10.8K -209 -2%
FMI
393
F/M Investments
District of Columbia
$716K
VFS
394
Valpey Financial Services
New Hampshire
$710K +$672K +13,057 New
AG
395
Ascent Group
Virginia
$706K -$33.1K -643 -5%
CFD
396
Creative Financial Designs
Indiana
$701K +$25.8K +501 +4%
WIM
397
WealthPlan Investment Management
Nebraska
$692K -$26.9K -522 -4%
DW30
398
Drucker Wealth 3.0
New Jersey
$689K +$72.3K +1,404 +13%
EFL
399
ERn Financial LLC
Wisconsin
$688K -$7.83K -152 -1%
CAS
400
Coppell Advisory Solutions
Texas
$679K +$643K +12,488 New