We are live on ! Find out more
SPMD icon

State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Name Holding Trade Value Shares
Change 		Change in
Stake
IFPG
401
Intrepid Financial Planning Group
Indiana
$290K -$14.7K -329 -5%
SAG
402
SageView Advisory Group
California
$287K +$262K +5,890 New
LFA
403
Laraway Financial Advisors
Minnesota
$286K +$2.72K +61 +1%
ECA
404
Elevated Capital Advisors
Utah
$285K +$260K +5,845 New
KWA
405
Kingswood Wealth Advisors
California
$282K +$16.8K +377 +7%
LWMNY
406
Landmark Wealth Management (New York)
New York
$282K -$1.38K -31 -0.5%
SFP
407
Strategic Financial Planning
Texas
$282K +$4.23K +95 +2%
CCWM
408
Cassaday & Co Wealth Management
Virginia
$278K +$254K +5,711 New
JIC
409
Johnson Investment Counsel
Ohio
$273K +$45 +1 +0%
EA
410
Eclectic Associates
California
$272K -$4.77K -107 -2%
MWM
411
Meridian Wealth Management
Kentucky
$271K +$6.33K +142 +3%
FC
412
Financial Consulate
Maryland
$270K -$448K -10,066 -64%
WI
413
Wintrust Investments
Illinois
$270K +$247K +5,550 New
CA
414
Claro Advisors
Massachusetts
$269K +$246K +5,530 New
ORG
415
Optimist Retirement Group
Washington
$269K +$246K +5,528 New
SIA
416
Strategic Investment Advisors
Michigan
$266K -$25.9K -582 -10%
PWG
417
Portside Wealth Group
Utah
$266K -$9.67K -217 -4%
IFG
418
Independent Financial Group
California
$264K +$242K +5,426 New
HSA
419
HBK Sorce Advisory
Pennsylvania
$260K – – –
ACM
420
Altrius Capital Management
North Carolina
$258K -$9.71K -218 -4%
GFWA
421
Grey Fox Wealth Advisors
Delaware
$256K +$234K +5,256 New
BWP
422
Balboa Wealth Partners
Arizona
$256K -$5.35K -120 -2%
DI
423
Diligent Investors
California
$252K -$98.8K -2,218 -30%
CAL
424
Capital Advisors Ltd
Ohio
$248K – – –
TP
425
Tranquility Partners
Tennessee
$245K -$66.1K -1,483 -23%
15 16
17
18 19