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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
451
Lockerman Financial Group
California
$233K +$217K +4,363 New
MAM
452
Mystic Asset Management
Rhode Island
$231K -$6.96K -140 -3%
CBFP
453
Cedar Brook Financial Partners
Ohio
$225K
AIM
454
Acropolis Investment Management
Missouri
$224K +$149 +3 +0.1%
PWG
455
Portside Wealth Group
Utah
$223K -$63.9K -1,284 -24%
BTWM
456
Baker Tilly Wealth Management
Wisconsin
$219K -$1.44M -29,027 -88%
MPCL
457
My Personal CFO LLC
Washington
$219K +$204K +4,101 New
GWAM
458
Guardian Wealth Advisors (Minnesota)
Minnesota
$219K +$204K +4,100 New
CPRC
459
Consolidated Portfolio Review Corp
New York
$217K -$2.44K -49 -1%
PI
460
PFG Investments
New York
$217K +$203K +4,075 New
IGWM
461
ICA Group Wealth Management
Colorado
$214K +$28.1K +564 +16%
SAI
462
Savvy Advisors Inc
New York
$214K -$381K -7,660 -66%
SIA
463
Strategic Investment Advisors
Michigan
$214K -$72.6K -1,459 -27%
TNA
464
True North Advisors
Texas
$213K +$199K +3,992 New
VVP
465
Venture Visionary Partners
Ohio
$213K -$41.6K -837 -17%
Empower Advisory Group
466
Empower Advisory Group
Colorado
$211K -$125K -2,513 -39%
H
467
HoyleCohen
California
$204K +$190K +3,817 New
CFD
468
Creative Financial Designs
Indiana
$201K -$99 -2 -0.1%
NS
469
NBC Securities
Alabama
$197K
MFA
470
McClarren Financial Advisors
Pennsylvania
$192K +$547 +11 +0.3%
FRA
471
Front Row Advisors
California
$185K +$53.5K +1,076 +45%
VWWMG
472
Vermillion & White Wealth Management Group
Pennsylvania
$178K +$166K +3,331 New
RWPA
473
Richard W. Paul & Associates
Michigan
$175K -$34K -684 -17%
PFM
474
Phillips Financial Management
Indiana
$170K
PAG
475
Paladin Advisory Group
Iowa
$163K -$34.5K -694 -18%