We are live on ! Find out more
SPMD icon

State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APWA
26
Atlas Private Wealth Advisors
New Jersey
$21.8M +$2.89M +64,562 +15%
FIBT
27
First International Bank & Trust
North Dakota
$18.9M +$19.3M +431,119 New
GRP
28
Global Retirement Partners
California
$17.9M +$10.9M +244,370 +141%
RWM
29
Reston Wealth Management
Virginia
$17.9M +$1.05M +23,454 +6%
Ameriprise
30
Ameriprise
Minnesota
$16.6M -$6.38M -142,478 -27%
GVAG
31
Great Valley Advisor Group
Delaware
$15.9M +$608K +13,577 +4%
MWPCG
32
Measured Wealth Private Client Group
New Hampshire
$15.8M +$246K +5,498 +2%
UBS Group
33
UBS Group
Switzerland
$15M -$348K -7,785 -2%
FSG
34
Financial Strategies Group
Michigan
$14.6M +$134K +2,992 +0.9%
CA
35
CGN Advisors
Kansas
$14M +$1.15M +25,761 +9%
IWM
36
IHT Wealth Management
Illinois
$13.9M +$8.91M +199,053 +169%
MML Investors Services
37
MML Investors Services
Massachusetts
$13.4M -$771K -17,236 -5%
TF
38
TLWM Financial
Texas
$12.3M +$12.5M +279,497 New
Bank of America
39
Bank of America
North Carolina
$12.2M +$3.13M +69,861 +34%
CWM
40
Cahaba Wealth Management
Georgia
$11.8M +$860K +19,204 +8%
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$11.6M +$1.83M +40,854 +18%
EH
42
Equitable Holdings
New York
$11.5M -$56.4K -1,259 -0.5%
FIA
43
Foundations Investment Advisors
Arizona
$11.3M +$11.5M +256,103 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$11.2M -$114K -2,557 -1%
RIS
45
Retirement Income Solutions
Michigan
$10.4M +$393K +8,772 +4%
CIAS
46
Capital Investment Advisory Services
North Carolina
$10.2M -$288K -6,434 -3%
GWM
47
Geneos Wealth Management
Colorado
$10.1M +$4.68M +104,563 +83%
WANY
48
Wealthspire Advisors (New York)
New York
$10M +$7.34K +164 +0.1%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$9.82M +$3.07M +68,540 +44%
Mariner
50
Mariner
Kansas
$9.56M +$1.11M +24,700 +13%