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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
401
GSB Wealth Management
Connecticut
$1.09M +$5.47K +85 +0.5%
OGF
402
Orin Green Financial
California
$1.09M -$18.1K -281 -2%
AF
403
Aldebaran Financial
$1.09M +$45.7K +710 +5%
Franklin Resources
404
Franklin Resources
California
$1.08M
TC
405
Trilogy Capital
California
$1.05M -$28.2K -438 -3%
HIP
406
HUB Investment Partners
Texas
$1.05M -$54.7K -850 -5%
AFG
407
Atomi Financial Group
New York
$1.04M -$44.6K -694 -4%
PWA
408
Perspective Wealth Advisors
Colorado
$1.04M -$643 -10 -0.1%
VFS
409
Valpey Financial Services
New Hampshire
$1.03M +$41K +638 +4%
LA
410
Lifeworks Advisors
Michigan
$1.02M -$206K -3,197 -17%
HW
411
HORAN Wealth
Ohio
$1.02M +$65.9K +1,025 +7%
CCFCSB
412
Cape Cod Five Cents Savings Bank
Massachusetts
$1.01M +$962K +14,955 New
WFAG
413
Worth Financial Advisory Group
North Carolina
$1M +$456K +7,080 +91%
SIC
414
Sterling Investment Counsel
New York
$1M -$140K -2,173 -13%
KF
415
Krilogy Financial
Missouri
$998K +$11.7K +182 +1%
BAMG
416
Brand Asset Management Group
Missouri
$979K -$7.46K -116 -0.8%
VWM
417
VCI Wealth Management
Missouri
$978K +$10.7K +166 +1%
AUB
418
Atlantic Union Bankshares
Virginia
$976K -$18.5K -288 -2%
FMN
419
Financial Management Network
California
$975K -$21.3K -331 -2%
MCM
420
MAI Capital Management
Ohio
$975K +$517K +8,036 +126%
SAI
421
Savvy Advisors Inc
New York
$963K +$306K +4,752 +50%
DWM
422
Denver Wealth Management
Colorado
$957K +$4.44K +69 +0.5%
ACA
423
Atlas Capital Advisors
Wyoming
$953K +$124K +1,924 +16%
SLC
424
Second Line Capital
Louisiana
$950K -$6.82K -106 -0.7%
FPW
425
Flagship Private Wealth
Massachusetts
$943K +$196K +3,052 +28%