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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
401
Kingswood Wealth Advisors
California
$429K -$257K -4,863 -38%
PNC Financial Services Group
402
PNC Financial Services Group
Pennsylvania
$426K -$1.83M -34,563 -82%
VBFP
403
Valtinson Bruner Financial Planning
Minnesota
$425K -$1.69K -32 -0.4%
TA
404
TFG Advisers
Michigan
$422K -$1.16K -22 -0.3%
EW
405
Evoke Wealth
California
$421K +$408K +7,707 New
LFAS
406
Level Four Advisory Services
Texas
$417K
IPWA
407
International Private Wealth Advisors
California
$416K +$402K +7,606 New
NFP
408
Narus Financial Partners
Utah
$410K +$18.9K +358 +5%
USCWA
409
U.S. Capital Wealth Advisors
Texas
$406K
MCM
410
MAI Capital Management
Ohio
$401K -$48.5K -917 -11%
CGFA
411
Colton Groome Financial Advisors
North Carolina
$395K +$1.59K +30 +0.4%
IWN
412
Independent Wealth Network
Iowa
$394K -$18.7K -354 -5%
GWAG
413
Garrett Wealth Advisory Group
Texas
$381K +$15.8K +298 +4%
AMM
414
American Money Management
California
$380K
HAM
415
Harmony Asset Management
Arizona
$380K +$10.6K +200 +3%
Comerica Bank
416
Comerica Bank
Texas
$375K +$124K +2,344 +52%
SW
417
Simplicity Wealth
New Jersey
$374K
LFA
418
Laraway Financial Advisors
Minnesota
$371K +$2.8K +53 +0.8%
GSEP
419
Golden State Equity Partners
California
$368K -$33.9K -641 -9%
SPA
420
Sentinel Pension Advisors
Massachusetts
$366K +$1.27K +24 +0.4%
KFS
421
Kelly Financial Services
Massachusetts
$364K +$1.59K +30 +0.5%
WIC
422
Woodmont Investment Counsel
Tennessee
$360K -$59.2K -1,119 -15%
AA
423
Alesco Advisors
New York
$350K +$3.12K +59 +0.9%
CFD
424
Creative Financial Designs
Indiana
$346K +$114K +2,164 +52%
FOA
425
Five Oceans Advisors
California
$344K -$69.4K -1,312 -17%