We are live on ! Find out more
SPMD icon

State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
451
Cassaday & Co Wealth Management
Virginia
$297K +$1.22K +23 +0.4%
IWM
452
Iams Wealth Management
Nebraska
$294K +$76K +1,437 +37%
LFS
453
Legacy Financial Strategies
Kansas
$294K +$284K +5,368 New
FTUS
454
Flow Traders U.S.
New York
$292K +$282K +5,342 New
HSA
455
HBK Sorce Advisory
Pennsylvania
$292K – – –
HH
456
Hilltop Holdings
Texas
$288K +$279K +5,270 New
MOS
457
MGO One Seven
Ohio
$283K +$50.5K +955 +23%
SC
458
SouthState Corp
Florida
$282K – – –
LWMNY
459
Landmark Wealth Management (New York)
New York
$281K -$20.4K -385 -7%
RBFC
460
Roman Butler Fullerton & Co
Missouri
$280K +$899 +17 +0.3%
AWA
461
Arete Wealth Advisors
Illinois
$280K +$16.9K +320 +7%
DI
462
Diligent Investors
California
$279K -$3.12K -59 -1%
CAL
463
Capital Advisors Ltd
Ohio
$279K – – –
SWA
464
Sax Wealth Advisors
New Jersey
$275K -$212 -4 -0.1%
ORG
465
Optimist Retirement Group
Washington
$274K +$159 +3 +0.1%
TP
466
Tranquility Partners
Tennessee
$272K – – –
RWM
467
Ritholtz Wealth Management
New York
$270K -$139K -2,624 -35%
EGM
468
Engineers Gate Manager
New York
$269K -$1.13M -21,302 -81%
ACM
469
Altrius Capital Management
North Carolina
$269K -$8.57K -162 -3%
MWM
470
Mattern Wealth Management
Kansas
$268K – – –
SFG
471
Sovereign Financial Group
Connecticut
$267K – – –
MCM
472
Mainstream Capital Management
California
$266K +$257K +4,861 New
PWA
473
PCG Wealth Advisors
Kansas
$265K – – –
MAM
474
Mystic Asset Management
Rhode Island
$261K +$10.6K +200 +4%
HWM
475
HB Wealth Management
Georgia
$260K – – –
17 18
19
20 21