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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
451
Baird Financial Group
Wisconsin
$385K +$9.21K +169 +2%
CWMGP
452
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$383K -$951K -17,445 -70%
LFAS
453
Level Four Advisory Services
Texas
$379K -$31.3K -574 -7%
IWN
454
Independent Wealth Network
Iowa
$376K +$15.5K +285 +4%
OFG
455
Opulen Financial Group
Virginia
$375K +$1.36K +25 +0.3%
AWS
456
Atria Wealth Solutions
New York
$375K -$452K -8,292 -53%
KWA
457
Kingswood Wealth Advisors
California
$372K -$24.7K -454 -6%
SFFS
458
Stonehage Fleming Financial Services
Jersey
$372K +$397K +7,275 New
SAS
459
SMI Advisory Services
Indiana
$371K -$19.6K -360 -4%
SP
460
Stablepoint Partners
Massachusetts
$371K -$37.5K -688 -9%
GWAG
461
Garrett Wealth Advisory Group
Texas
$364K +$28K +513 +8%
MWM
462
Marion Wealth Management
Pennsylvania
$364K -$118K -2,163 -23%
SSB
463
Sandy Spring Bank
Maryland
$358K +$61.7K +1,132 +19%
MFN
464
Midwest Financial Network
Illinois
$358K +$32K +587 +9%
SA
465
Scarborough Advisors
Maryland
$358K -$21.3K -390 -5%
AMM
466
American Money Management
California
$354K -$927 -17 -0.2%
PFBT
467
Parkside Financial Bank & Trust
Missouri
$350K +$600 +11 +0.2%
SW
468
Simplicity Wealth
New Jersey
$350K
LWMNY
469
Landmark Wealth Management (New York)
New York
$345K +$96K +1,762 +35%
SPA
470
Sentinel Pension Advisors
Massachusetts
$345K +$1.25K +23 +0.3%
LFA
471
Laraway Financial Advisors
Minnesota
$344K -$2.07K -38 -0.6%
SAG
472
SageView Advisory Group
California
$341K -$18.3K -336 -5%
Chevy Chase Trust
473
Chevy Chase Trust
Maryland
$336K
HAM
474
Harmony Asset Management
Arizona
$335K -$25.3K -465 -7%
IAG
475
Investmark Advisory Group
Connecticut
$334K