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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
401
Medallion Wealth Advisors
Connecticut
$571K +$60.9K +1,117 +11%
PWP
402
Precedent Wealth Partners
Texas
$569K -$663K -12,157 -52%
DW30
403
Drucker Wealth 3.0
New Jersey
$560K -$121K -2,225 -17%
GFPC
404
Global Financial Private Client
Florida
$551K +$13.2K +243 +2%
DWM
405
Destination Wealth Management
California
$549K +$11.7K +214 +2%
RWP
406
Revolve Wealth Partners
New Jersey
$547K -$6.81K -125 -1%
CC
407
Courier Capital
New York
$545K +$159K +2,923 +38%
CWM
408
Congress Wealth Management
Massachusetts
$539K -$3.05K -56 -0.5%
TWP
409
Tyche Wealth Partners
Texas
$539K -$89.3K -1,638 -13%
PVI
410
Pine Valley Investments
New Jersey
$538K +$3.65K +67 +0.6%
AFG
411
Atomi Financial Group
New York
$530K +$29.2K +536 +5%
LFS
412
Lutz Financial Services
Nebraska
$529K -$351K -6,432 -38%
GA
413
Goldstein Advisors
Wisconsin
$508K -$460K -8,443 -46%
SFP
414
Strategic Financial Planning
Texas
$496K +$57.8K +1,061 +12%
TDC
415
Thompson Davis & Co
Virginia
$494K +$62.7K +1,150 +14%
Mercer Global Advisors
416
Mercer Global Advisors
Colorado
$491K -$139K -2,542 -21%
Bank of Montreal
417
Bank of Montreal
Ontario, Canada
$486K +$517K +9,488 New
HCWM
418
Hidden Cove Wealth Management
Washington
$481K
NFP
419
Narus Financial Partners
Utah
$474K +$90.2K +1,654 +22%
WCA
420
Westover Capital Advisors
Delaware
$471K -$273 -5 -0.1%
OSNBOA
421
Old Second National Bank of Aurora
Illinois
$469K -$1.69K -31 -0.3%
IPWA
422
International Private Wealth Advisors
California
$468K +$61.8K +1,134 +14%
AWA
423
Arete Wealth Advisors
Illinois
$468K -$73.7K -1,352 -13%
OWA
424
Outlook Wealth Advisors
Texas
$463K +$43.1K +791 +10%
FDW
425
Fourth Dimension Wealth
Ohio
$461K +$18K +330 +4%