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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Annex Advisory Services
Wisconsin
$3.5M +$1.12M +34,452 +41%
Goldman Sachs
27
Goldman Sachs
New York
$3.49M +$3.38M +103,734 +691%
JFA
28
JNBA Financial Advisors
Minnesota
$3.33M +$3.69M +113,206 New
IA
29
IFP Advisors
Florida
$3.26M -$937K -28,772 -20%
LWA
30
Lenox Wealth Advisors
New York
$3.07M +$501K +15,397 +17%
CFG
31
Cooper Financial Group
California
$3.04M +$3.36M +103,245 New
TFA
32
TPG Financial Advisors
Oregon
$2.9M +$3.21M +98,593 New
APP
33
Avantax Planning Partners
Iowa
$2.73M +$3.02M +92,747 New
FEG
34
Financial Enhancement Group
Indiana
$2.71M
MFT
35
Moisand Fitzgerald Tamayo
Florida
$2.7M +$180K +5,531 +6%
CCT
36
Chemung Canal Trust
New York
$2.65M
FFA
37
Fragasso Financial Advisors
Pennsylvania
$2.58M +$1.08M +33,037 +61%
MAG
38
Mokosak Advisory Group
Iowa
$2.54M +$2.82M +86,533 New
BBA
39
Braun-Bostich & Associates
Pennsylvania
$2.48M -$73.3K -2,250 -3%
CA
40
Continuum Advisory
Idaho
$2.41M -$205K -6,300 -7%
OIA
41
OneDigital Investment Advisors
Kansas
$2.31M +$2.56M +78,500 New
Northern Trust
42
Northern Trust
Illinois
$2.29M
HighTower Advisors
43
HighTower Advisors
Illinois
$2.23M +$262K +8,060 +12%
IDA
44
Intelligence Driven Advisers
California
$2.14M +$2.37M +72,752 New
VCM
45
Vivaldi Capital Management
Illinois
$2.09M +$62.6K +1,924 +3%
WCM
46
Windsor Capital Management
Arizona
$2.05M +$460K +14,136 +25%
IWA
47
Inspirion Wealth Advisors
Illinois
$2.05M +$781 +24 +0%
EFL
48
ERn Financial LLC
Wisconsin
$2.01M +$2.22M +68,293 New
Bank of America
49
Bank of America
North Carolina
$1.98M +$202K +6,213 +10%
CA
50
Corrado Advisors
New Jersey
$1.77M -$94K -2,887 -5%