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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Horizon Investments
North Carolina
$7.87M +$6.5M +222,520 +759%
Osaic Holdings
27
Osaic Holdings
Arizona
$7.63M +$1.26M +43,207 +22%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$7.54M +$7.05M +241,415 New
WCM
29
Windsor Capital Management
Arizona
$7.27M +$158K +5,401 +2%
ACM
30
AlphaStar Capital Management
North Carolina
$6.78M +$2.01M +68,806 +49%
CWM
31
Cahaba Wealth Management
Georgia
$6.59M +$2.82M +96,496 +94%
AWA
32
ARQ Wealth Advisors
Arizona
$6.58M -$513K -17,570 -8%
SFG
33
StrategIQ Financial Group
Indiana
$6.45M -$240K -8,227 -4%
NAS
34
Nicolet Advisory Services
Wisconsin
$6.2M -$8.36M -286,092 -59%
BPA
35
Beacon Pointe Advisors
California
$6.14M +$137K +4,677 +2%
TF
36
TRH Financial
Iowa
$5.95M +$5.59M +191,268 New
MGIA
37
Moneta Group Investment Advisors
Missouri
$5.75M +$604K +20,674 +13%
PFM
38
Parsec Financial Management
North Carolina
$5.58M +$699K +23,932 +15%
KFA
39
Kays Financial Advisory
Georgia
$5.45M +$120K +4,111 +2%
PFA
40
Pure Financial Advisors
California
$5.39M -$1.08M -36,990 -18%
VCM
41
Vivaldi Capital Management
Illinois
$5.06M +$481K +16,477 +13%
GFPC
42
Global Financial Private Capital
Florida
$4.86M +$4.54M +155,527 New
TFA
43
TPG Financial Advisors
Oregon
$4.8M +$317K +10,838 +8%
AC
44
Alexandria Capital
Virginia
$4.72M +$1.67M +57,111 +61%
MIAN
45
Mariner Independent Advisor Network
Kansas
$4.31M +$4.04M +138,445 New
IWP
46
IAG Wealth Partners
Wisconsin
$4.23M +$2.49M +85,297 +171%
MFT
47
Moisand Fitzgerald Tamayo
Florida
$4.22M +$155K +5,291 +4%
CPO
48
Cerity Partners OCIO
New York
$3.97M +$3.06M +104,699 +468%
V
49
Veritable
Delaware
$3.83M -$4.21M -144,040 -54%
UCFA
50
United Capital Financial Advisors
Texas
$3.82M +$222K +7,615 +7%