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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPW
451
Flagship Private Wealth
Massachusetts
$602K +$112K +1,957 +23%
COCM
452
Charter Oak Capital Management
New Hampshire
$600K +$6.49K +113 +1%
GWM
453
Gilpin Wealth Management
Colorado
$599K +$594K +10,339 New
OSAM
454
O'Shaughnessy Asset Management
Connecticut
$595K +$27.9K +486 +5%
AAS
455
Ameritas Advisory Services
Nebraska
$588K +$61K +1,062 +12%
PVI
456
Pine Valley Investments
New Jersey
$581K +$460 +8 +0.1%
Empower Advisory Group
457
Empower Advisory Group
Colorado
$575K -$273K -4,755 -32%
VVP
458
Venture Visionary Partners
Ohio
$571K +$332K +5,787 +142%
LFAS
459
Level Four Advisory Services
Texas
$570K +$155K +2,695 +38%
LGW
460
Leslie Global Wealth
Illinois
$562K -$16.8K -292 -3%
GWP
461
Gen-Wealth Partners
Michigan
$560K +$27.2K +474 +5%
NFP
462
Narus Financial Partners
Utah
$554K -$30K -523 -5%
FA
463
Fiduciary Alliance
South Carolina
$550K +$165K +2,878 +43%
CGFA
464
Colton Groome Financial Advisors
North Carolina
$548K +$5.46K +95 +1%
GA
465
Goldstein Advisors
Wisconsin
$547K
FDW
466
Fourth Dimension Wealth
Ohio
$545K +$51K +888 +10%
DC
467
Davenport & Co
Virginia
$544K +$40.9K +712 +8%
SPIA
468
Steward Partners Investment Advisory
New York
$542K +$53.8K +936 +11%
PNC Financial Services Group
469
PNC Financial Services Group
Pennsylvania
$539K -$51.8K -901 -9%
LFS
470
Lutz Financial Services
Nebraska
$536K
LFA
471
Laraway Financial Advisors
Minnesota
$532K +$77.8K +1,354 +17%
HCWM
472
Hidden Cove Wealth Management
Washington
$528K -$10.2K -178 -2%
OSNBOA
473
Old Second National Bank of Aurora
Illinois
$524K -$2.58K -45 -0.5%
M
474
MOTCO
Texas
$523K
SFC
475
Strategic Financial Concepts
Texas
$519K -$1.05M -18,219 -67%