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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
401
Mattson Financial Services
Michigan
$740K +$467K +8,285 +178%
VFS
402
Valpey Financial Services
New Hampshire
$739K -$7.44K -132 -1%
FMI
403
F/M Investments
District of Columbia
$733K -$18.6K -331 -3%
VF
404
Vawter Financial
Ohio
$729K +$718K +12,747 New
AG
405
Ascent Group
Virginia
$728K -$14.1K -251 -2%
WIM
406
WealthPlan Investment Management
Nebraska
$710K -$17.2K -305 -2%
AWA
407
Arete Wealth Advisors
Illinois
$705K +$184K +3,272 +36%
TFCP
408
Twin Focus Capital Partners
Massachusetts
$698K
DW30
409
Drucker Wealth 3.0
New Jersey
$694K -$12.4K -220 -2%
ACM
410
Anfield Capital Management
California
$678K
SEA
411
Stegent Equity Advisors
Texas
$677K -$186K -3,293 -22%
MWM
412
Maridea Wealth Management
New York
$676K +$666K +11,816 New
TMWM
413
Taylor & Morgan Wealth Management
Michigan
$671K +$229K +4,067 +53%
PA
414
PFG Advisors
Arizona
$669K -$37.2K -660 -5%
HSA
415
HBK Sorce Advisory
Pennsylvania
$667K +$563 +10 +0.1%
JIC
416
Johnson Investment Counsel
Ohio
$659K +$11.2K +199 +2%
SAM
417
Securian Asset Management
Minnesota
$658K +$197K +3,500 +44%
Comerica Bank
418
Comerica Bank
Texas
$656K +$12.2K +217 +2%
CC
419
Courier Capital
New York
$643K +$23.5K +417 +4%
JF
420
Jump Financial
Illinois
$638K -$2.39M -42,448 -79%
Bank of Montreal
421
Bank of Montreal
Ontario, Canada
$635K +$1.24K +22 +0.2%
IPA
422
Investment Planning Advisors
Georgia
$635K -$4.68K -83 -0.7%
MWA
423
Medallion Wealth Advisors
Connecticut
$628K -$7.55K -134 -1%
SAM
424
Synergy Asset Management
Washington
$624K +$423K +7,515 +200%
RMDI
425
R.M. Davis Inc
Maine
$621K +$611K +10,851 New