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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
426
Atlas Capital Advisors
Wyoming
$709K +$703K +12,235 New
WIM
427
WealthPlan Investment Management
Nebraska
$707K -$11.4K -199 -2%
TFCP
428
Twin Focus Capital Partners
Massachusetts
$707K
PA
429
PFG Advisors
Arizona
$704K +$26.4K +459 +4%
MWM
430
Maridea Wealth Management
New York
$698K +$13.2K +229 +2%
ACM
431
Anfield Capital Management
California
$687K
PWA
432
Perspective Wealth Advisors
Colorado
$686K +$680K +11,839 New
SEA
433
Stegent Equity Advisors
Texas
$676K -$9.65K -168 -1%
Mercer Global Advisors
434
Mercer Global Advisors
Colorado
$675K +$159K +2,768 +31%
CC
435
Courier Capital
New York
$671K +$19.9K +346 +3%
JIC
436
Johnson Investment Counsel
Ohio
$668K +$57 +1 +0%
JF
437
Jump Financial
Illinois
$666K +$20.4K +356 +3%
UCM
438
Up Capital Management
California
$664K +$659K +11,468 New
BFG
439
Bleakley Financial Group
New Jersey
$664K +$659K +11,467 New
SAM
440
Securian Asset Management
Minnesota
$649K -$17.2K -300 -3%
IPWA
441
International Private Wealth Advisors
California
$644K +$51.4K +894 +9%
MMHP
442
Murphy Middleton Hinkle & Parker
Georgia
$626K +$284K +4,947 New
IC
443
IEQ Capital
California
$625K +$17.8K +310 +3%
PS
444
Principal Securities
Iowa
$625K +$388K +6,756 +167%
IPA
445
Investment Planning Advisors
Georgia
$623K -$20K -349 -3%
SF
446
Summit Financial
New Jersey
$620K +$615K +10,702 New
RWP
447
Revolve Wealth Partners
New Jersey
$616K
WAS
448
Westco Advisory Services
New York
$614K +$609K +10,605 New
MWA
449
Medallion Wealth Advisors
Connecticut
$613K -$23.2K -404 -4%
Natixis Advisors
450
Natixis Advisors
Massachusetts
$604K +$6.78K +118 +1%