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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
426
Revolve Wealth Partners
New Jersey
$608K – – –
IC
427
IEQ Capital
California
$600K +$394 +7 +0.1%
Natixis Advisors
428
Natixis Advisors
Massachusetts
$590K +$581K +10,309 New
COCM
429
Charter Oak Capital Management
New Hampshire
$586K -$2.48K -44 -0.4%
IPWA
430
International Private Wealth Advisors
California
$585K +$32.7K +580 +6%
PNC Financial Services Group
431
PNC Financial Services Group
Pennsylvania
$584K +$69.5K +1,234 +14%
LEA
432
Legacy Edge Advisors
New York
$582K +$574K +10,184 New
GWSG
433
GPS Wealth Strategies Group
Colorado
$582K -$103K -1,823 -15%
Renaissance Technologies
434
Renaissance Technologies
New York
$578K -$873K -15,500 -61%
NFP
435
Narus Financial Partners
Utah
$577K +$34.4K +611 +6%
PVI
436
Pine Valley Investments
New Jersey
$574K -$12K -213 -2%
LGW
437
Leslie Global Wealth
Illinois
$571K -$182K -3,237 -24%
Susquehanna International Group
438
Susquehanna International Group
Pennsylvania
$567K -$862K -15,300 -61%
OSAM
439
O'Shaughnessy Asset Management
Connecticut
$560K +$51.7K +918 +10%
CAS
440
Coppell Advisory Solutions
Texas
$552K -$159K -2,829 -23%
LAM
441
L2 Asset Management
Massachusetts
$542K +$199K +3,531 +59%
GA
442
Goldstein Advisors
Wisconsin
$541K +$2.59K +46 +0.5%
TWP
443
Tyche Wealth Partners
Texas
$540K -$12.5K -222 -2%
BWMG
444
Barnes Wealth Management Group
California
$538K +$36.4K +646 +7%
ARC
445
Advisor Resource Council
Texas
$536K +$216K +3,828 +69%
CGFA
446
Colton Groome Financial Advisors
North Carolina
$536K +$338 +6 +0.1%
HCWM
447
Hidden Cove Wealth Management
Washington
$532K – – –
LFS
448
Lutz Financial Services
Nebraska
$530K – – –
BAM
449
Belpointe Asset Management
Nevada
$528K +$135K +2,396 +35%
GWP
450
Gen-Wealth Partners
Michigan
$526K +$518K +9,199 New