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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFCP
451
Twin Focus Capital Partners
Massachusetts
$824K – – –
HL
452
HeadInvest LLC
Maine
$820K +$382K +5,930 +96%
AA
453
Advisory Alpha
Michigan
$815K -$84.8K -1,318 -10%
MYIA
454
Mount Yale Investment Advisors
Colorado
$813K +$774K +12,037 New
D.E. Shaw & Co
455
D.E. Shaw & Co
New York
$810K +$771K +11,990 New
EFL
456
ERn Financial LLC
Wisconsin
$803K +$12.9K +200 +2%
OSAM
457
O'Shaughnessy Asset Management
Connecticut
$798K +$27.5K +428 +4%
GWAG
458
Garrett Wealth Advisory Group
Texas
$787K +$30.2K +469 +4%
HSA
459
HBK Sorce Advisory
Pennsylvania
$786K +$901 +14 +0.1%
CA
460
Clearstead Advisors
Ohio
$776K +$286K +4,441 +63%
MWM
461
Maridea Wealth Management
New York
$775K -$7.01K -109 -0.9%
TMWM
462
Taylor & Morgan Wealth Management
Michigan
$770K -$53.8K -836 -7%
VPP
463
Vertex Planning Partners
Illinois
$769K +$366K +5,683 +100%
FA
464
Fiduciary Alliance
South Carolina
$765K +$16.5K +256 +2%
AG
465
Ascent Group
Virginia
$760K -$48.6K -755 -6%
RA
466
Range Advisory
Virginia
$753K +$287K +4,455 +67%
CFD
467
Creative Financial Designs
Indiana
$752K +$33.7K +524 +5%
IPWA
468
International Private Wealth Advisors
California
$746K -$25.9K -403 -4%
CB
469
Commerce Bank
Missouri
$736K +$86.5K +1,345 +14%
MWA
470
Medallion Wealth Advisors
Connecticut
$732K +$20.3K +315 +3%
AWM
471
Axxcess Wealth Management
California
$729K -$151K -2,343 -18%
IPA
472
Investment Planning Advisors
Georgia
$728K +$2.9K +45 +0.4%
DW30
473
Drucker Wealth 3.0
New Jersey
$722K -$150K -2,337 -18%
WAM
474
WNY Asset Management
New York
$712K -$4.31K -67 -0.6%
7WCP
475
71 West Capital Partners
Massachusetts
$703K +$669K +10,404 New