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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPWA
451
International Private Wealth Advisors
California
$678K +$19.5K +320 +3%
OSAM
452
O'Shaughnessy Asset Management
Connecticut
$674K +$67K +1,100 +11%
HWM
453
HB Wealth Management
Georgia
$668K +$464K +7,618 +208%
CJ
454
Caitlin John
Michigan
$667K -$96K -1,577 -12%
LFAS
455
Level Four Advisory Services
Texas
$665K +$84.6K +1,389 +14%
GWAG
456
Garrett Wealth Advisory Group
Texas
$662K +$162K +2,666 +31%
FPW
457
Flagship Private Wealth
Massachusetts
$646K +$32K +526 +5%
IC
458
IEQ Capital
California
$639K -$730 -12 -0.1%
IPA
459
Investment Planning Advisors
Georgia
$635K -$2.01K -33 -0.3%
CFD
460
Creative Financial Designs
Indiana
$628K +$171K +2,811 +36%
WAM
461
WNY Asset Management
New York
$628K +$645K +10,601 New
KWA
462
Kingswood Wealth Advisors
California
$626K +$250K +4,111 +64%
MWA
463
Medallion Wealth Advisors
Connecticut
$622K -$4.14K -68 -0.6%
SQA
464
Simon Quick Advisors
New Jersey
$616K -$797K -13,097 -56%
WAS
465
Westco Advisory Services
New York
$615K -$13.6K -223 -2%
GCM
466
Gambit Capital Management
Tennessee
$613K -$1.91M -31,400 -75%
COCM
467
Charter Oak Capital Management
New Hampshire
$611K -$2.86K -47 -0.5%
Bessemer Group
468
Bessemer Group
New Jersey
$608K -$212K -3,484 -25%
RWP
469
Revolve Wealth Partners
New Jersey
$602K -$28.3K -465 -4%
AAS
470
Ameritas Advisory Services
Nebraska
$599K -$2.01K -33 -0.3%
AFG
471
Arkansas Financial Group
Arkansas
$596K -$229K -3,766 -28%
PVI
472
Pine Valley Investments
New Jersey
$596K +$1.28K +21 +0.2%
GWM
473
Gilpin Wealth Management
Colorado
$594K -$18.8K -309 -3%
LGW
474
Leslie Global Wealth
Illinois
$577K +$2.8K +46 +0.5%
DC
475
Davenport & Co
Virginia
$576K +$20K +329 +4%