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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WI
26
WrapManager Inc
California
$5.2M -$1.29M -39,461 -16%
CFA
27
Carroll Financial Associates
North Carolina
$5.14M +$6.46M +197,510 +3,692%
Osaic Holdings
28
Osaic Holdings
Arizona
$5.09M +$6.57M +200,890 New
BPA
29
Beacon Pointe Advisors
California
$4.85M +$6.27M +191,777 New
SRSA
30
S.R. Schill & Associates
Washington
$4.75M +$6.14M +187,585 New
RPGK
31
Retirement Planning Group (Kansas)
Kansas
$4.59M +$813K +24,867 +16%
KFA
32
Kays Financial Advisory
Georgia
$4.32M +$754K +23,039 +16%
MGIA
33
Moneta Group Investment Advisors
Missouri
$4.13M +$515K +15,747 +11%
PFM
34
Parsec Financial Management
North Carolina
$3.92M +$2.67M +81,674 +112%
UBS Group
35
UBS Group
Switzerland
$3.86M +$3.24M +99,066 +186%
ACM
36
AlphaStar Capital Management
North Carolina
$3.69M +$116K +3,552 +3%
CCFM
37
Clear Creek Financial Management
Washington
$3.69M -$1.27M -38,982 -22%
Wells Fargo
38
Wells Fargo
California
$3.68M +$2.02M +61,682 +74%
TFA
39
TPG Financial Advisors
Oregon
$3.62M -$586K -17,922 -11%
TC
40
TownSquare Capital
Utah
$3.46M +$1.25M +38,117 +44%
VCM
41
Vivaldi Capital Management
Illinois
$3.31M +$516K +15,769 +14%
CG
42
Colony Group
Massachusetts
$3.3M -$2.09M -64,013 -33%
MFT
43
Moisand Fitzgerald Tamayo
Florida
$3.28M +$869K +26,574 +26%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$3.2M -$1.04M -31,860 -20%
UCFA
45
United Capital Financial Advisors
Texas
$2.9M +$37.5K +1,146 +1%
FIM
46
Frontier Investment Management
Texas
$2.81M -$315K -9,633 -8%
AA
47
Advisory Alpha
Michigan
$2.67M -$14.2M -433,122 -81%
JFA
48
JNBA Financial Advisors
Minnesota
$2.64M -$764K -23,373 -18%
CWM
49
Cahaba Wealth Management
Georgia
$2.6M +$3.09M +94,472 +1,161%
CW
50
CreativeOne Wealth
Kansas
$2.52M +$66.2K +2,023 +2%