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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
451
Centaurus Financial
California
$681K +$584K +9,586 +499%
IPWA
452
International Private Wealth Advisors
California
$678K +$19.5K +320 +3%
OSAM
453
O'Shaughnessy Asset Management
Connecticut
$674K +$67K +1,100 +11%
HWM
454
HB Wealth Management
Georgia
$668K +$464K +7,618 +208%
CJ
455
Caitlin John
Michigan
$667K -$96K -1,577 -12%
LFAS
456
Level Four Advisory Services
Texas
$665K +$84.6K +1,389 +14%
GWAG
457
Garrett Wealth Advisory Group
Texas
$662K +$162K +2,666 +31%
FPW
458
Flagship Private Wealth
Massachusetts
$646K +$32K +526 +5%
IC
459
IEQ Capital
California
$639K -$730 -12 -0.1%
IPA
460
Investment Planning Advisors
Georgia
$635K -$2.01K -33 -0.3%
CFD
461
Creative Financial Designs
Indiana
$628K +$171K +2,811 +36%
WAM
462
WNY Asset Management
New York
$628K +$645K +10,601 New
KWA
463
Kingswood Wealth Advisors
California
$626K +$250K +4,111 +64%
MWA
464
Medallion Wealth Advisors
Connecticut
$622K -$4.14K -68 -0.6%
SQA
465
Simon Quick Advisors
New Jersey
$616K -$797K -13,097 -56%
WAS
466
Westco Advisory Services
New York
$615K -$13.6K -223 -2%
GCM
467
Gambit Capital Management
Tennessee
$613K -$1.91M -31,400 -75%
COCM
468
Charter Oak Capital Management
New Hampshire
$611K -$2.86K -47 -0.5%
Bessemer Group
469
Bessemer Group
New Jersey
$608K -$212K -3,484 -25%
RWP
470
Revolve Wealth Partners
New Jersey
$602K -$28.3K -465 -4%
AAS
471
Ameritas Advisory Services
Nebraska
$599K -$2.01K -33 -0.3%
AFG
472
Arkansas Financial Group
Arkansas
$596K -$229K -3,766 -28%
PVI
473
Pine Valley Investments
New Jersey
$596K +$1.28K +21 +0.2%
GWM
474
Gilpin Wealth Management
Colorado
$594K -$18.8K -309 -3%
LGW
475
Leslie Global Wealth
Illinois
$577K +$2.8K +46 +0.5%