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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
451
Advisory Alpha
Michigan
$815K -$84.8K -1,318 -10%
MYIA
452
Mount Yale Investment Advisors
Colorado
$813K +$774K +12,037 New
D.E. Shaw & Co
453
D.E. Shaw & Co
New York
$810K +$771K +11,990 New
EFL
454
ERn Financial LLC
Wisconsin
$803K +$12.9K +200 +2%
OSAM
455
O'Shaughnessy Asset Management
Connecticut
$798K +$27.5K +428 +4%
GWAG
456
Garrett Wealth Advisory Group
Texas
$787K +$30.2K +469 +4%
HSA
457
HBK Sorce Advisory
Pennsylvania
$786K +$901 +14 +0.1%
CA
458
Clearstead Advisors
Ohio
$776K +$286K +4,441 +63%
MWM
459
Maridea Wealth Management
New York
$775K -$7.01K -109 -0.9%
TMWM
460
Taylor & Morgan Wealth Management
Michigan
$770K -$53.8K -836 -7%
VPP
461
Vertex Planning Partners
Illinois
$769K +$366K +5,683 +100%
FA
462
Fiduciary Alliance
South Carolina
$765K +$16.5K +256 +2%
AG
463
Ascent Group
Virginia
$760K -$48.6K -755 -6%
CFD
464
Creative Financial Designs
Indiana
$752K +$33.7K +524 +5%
IPWA
465
International Private Wealth Advisors
California
$746K -$25.9K -403 -4%
CB
466
Commerce Bank
Missouri
$736K +$86.5K +1,345 +14%
MWA
467
Medallion Wealth Advisors
Connecticut
$732K +$20.3K +315 +3%
AWM
468
Axxcess Wealth Management
California
$729K -$151K -2,343 -18%
IPA
469
Investment Planning Advisors
Georgia
$728K +$2.9K +45 +0.4%
DW30
470
Drucker Wealth 3.0
New Jersey
$722K -$150K -2,337 -18%
WAM
471
WNY Asset Management
New York
$712K -$4.31K -67 -0.6%
7WCP
472
71 West Capital Partners
Massachusetts
$703K +$669K +10,404 New
KAS
473
KPP Advisory Services
Kentucky
$691K +$207K +3,217 +46%
LFAS
474
Level Four Advisory Services
Texas
$691K -$64.3K -1,000 -9%
PCM
475
Parsons Capital Management
Rhode Island
$690K +$112K +1,740 +21%