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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFL
26
ERn Financial LLC
Wisconsin
$6.34M +$419K +12,425 +7%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$6.05M +$541K +16,057 +10%
MWPCG
28
Measured Wealth Private Client Group
New Hampshire
$5.52M +$4.56M +135,330 +492%
RPGK
29
Retirement Planning Group (Kansas)
Kansas
$5.36M -$3.83M -113,488 -42%
W
30
Wealthquest
Ohio
$5.22M -$359K -10,638 -6%
TFA
31
TPG Financial Advisors
Oregon
$5.05M +$1.31M +38,828 +35%
MGIA
32
Moneta Group Investment Advisors
Missouri
$4.89M +$112K +3,317 +2%
KFA
33
Kays Financial Advisory
Georgia
$4.78M +$152K +4,510 +3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$4.51M +$426K +12,627 +10%
JFA
35
JNBA Financial Advisors
Minnesota
$4.5M +$526K +15,610 +13%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$4.38M -$196K -5,821 -4%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$4.31M +$2.68M +79,557 +167%
LWA
38
Lenox Wealth Advisors
New York
$4.16M +$227K +6,722 +6%
FIM
39
Frontier Investment Management
Texas
$4.05M -$34.2K -1,016 -0.8%
BC
40
Brio Consultants
California
$4.02M +$285K +8,464 +8%
VCM
41
Vivaldi Capital Management
Illinois
$3.99M -$44K -1,305 -1%
PEA
42
Pacific Edge Advisors
California
$3.85M -$37.1K -1,100 -1%
FFA
43
Fragasso Financial Advisors
Pennsylvania
$3.77M +$82.6K +2,452 +2%
LPL Financial
44
LPL Financial
California
$3.76M +$1.24M +36,760 +50%
VC
45
Vicus Capital
Pennsylvania
$3.64M -$3.78M -112,061 -97%
MFT
46
Moisand Fitzgerald Tamayo
Florida
$3.53M +$181K +5,368 +5%
LI
47
LVZ Inc
Michigan
$3.44M +$319K +9,466 +10%
ACM
48
AlphaStar Capital Management
North Carolina
$3.43M +$1.23M +36,619 +57%
UCFA
49
United Capital Financial Advisors
Texas
$3.18M +$1.39M +41,287 +78%
FEG
50
Financial Enhancement Group
Indiana
$3.08M +$106K +3,135 +4%