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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FDW
426
Fourth Dimension Wealth
Ohio
$461K +$18K +330 +4%
TA
427
TFG Advisers
Michigan
$458K +$13.8K +254 +3%
Bessemer Group
428
Bessemer Group
New Jersey
$454K -$150K -2,750 -24%
CGFA
429
Colton Groome Financial Advisors
North Carolina
$451K +$133K +2,435 +37%
FWP
430
Falcon Wealth Planning
California
$447K +$3.49K +64 +0.7%
CWA
431
Canvas Wealth Advisors
Kansas
$444K -$148K -2,710 -23%
AP
432
Americana Partners
Texas
$442K – – –
BWFA
433
Baltimore-Washington Financial Advisors
Maryland
$437K -$2.56K -47 -0.5%
BJL
434
Brighton Jones LLC
Washington
$434K +$105K +1,926 +29%
AWM
435
Apollon Wealth Management
South Carolina
$432K -$8.5K -156 -2%
EFG
436
Elios Financial Group
Ohio
$426K -$1.85K -34 -0.4%
MCM
437
MAI Capital Management
Ohio
$422K -$27.6K -507 -6%
FPW
438
Flagship Private Wealth
Massachusetts
$420K -$82.8K -1,519 -16%
MPW
439
Magnolia Private Wealth
Pennsylvania
$419K – – –
W
440
WorthPointe
California
$412K +$75.7K +1,388 +21%
LFG
441
Lockerman Financial Group
California
$412K +$204K +3,735 +86%
CA
442
Claro Advisors
Massachusetts
$408K +$73.1K +1,341 +20%
SPC
443
Sigma Planning Corp
Michigan
$408K -$4.63K -85 -1%
HIA
444
Harbor Investment Advisory
Maryland
$405K +$20.8K +381 +5%
FFL
445
Financial Freedom LLC
Ohio
$404K +$927 +17 +0.2%
USCWA
446
U.S. Capital Wealth Advisors
Texas
$403K – – –
TIAM2
447
Tru Independence Asset Management 2
Oregon
$402K +$429K +7,862 New
VBFP
448
Valtinson Bruner Financial Planning
Minnesota
$397K +$11.9K +218 +3%
PCIA
449
Prime Capital Investment Advisors
Kansas
$395K +$68.6K +1,259 +19%
EW
450
Evoke Wealth
California
$394K -$14.6K -267 -3%