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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
26
OneAscent Financial Services
Alabama
$29M -$5.75M -115,548 -18%
GLA
27
Good Life Advisors
Pennsylvania
$28.9M +$653K +13,126 +2%
HBT
28
Hills Bank & Trust
Iowa
$26.9M +$9.78M +196,615 +64%
JFA
29
JNBA Financial Advisors
Minnesota
$26M +$19.8M +399,011 +453%
GRP
30
Global Retirement Partners
California
$25.7M +$2.13M +42,779 +10%
AssetMark Inc
31
AssetMark Inc
California
$25.6M -$3.82M -76,895 -14%
HWA
32
HHM Wealth Advisors
Tennessee
$25.6M +$23.7M +476,433 +15,149%
Ameriprise
33
Ameriprise
Minnesota
$25.5M -$5.16M -103,730 -18%
FNT
34
First National Trust
Pennsylvania
$25.3M +$23.6M +473,564 New
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$23M +$1.02M +20,583 +5%
1WM
36
1900 Wealth Management
Texas
$22.1M +$8.39M +168,767 +69%
UBS Group
37
UBS Group
Switzerland
$20.7M -$4.88M -98,183 -20%
CA
38
CGN Advisors
Kansas
$20.5M +$930K +18,699 +5%
FSG
39
Financial Strategies Group
Michigan
$19.3M -$1.49M -29,881 -8%
Corient Private Wealth
40
Corient Private Wealth
Florida
$18.9M +$795K +15,978 +5%
RWM
41
Reston Wealth Management
Virginia
$18.8M -$13.6K -273 -0.1%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$18.6M +$1.19M +23,912 +7%
PRS
43
Pinkerton Retirement Specialists
Idaho
$18.6M +$17.3M +348,193 New
TF
44
TLWM Financial
Texas
$18.5M -$14.9K -300 -0.1%
RPGK
45
Retirement Planning Group (Kansas)
Kansas
$18.4M +$1.52M +30,524 +10%
MWPCG
46
Measured Wealth Private Client Group
New Hampshire
$18.2M -$5.98M -120,274 -26%
EH
47
Equitable Holdings
New York
$18.2M -$319K -6,424 -2%
MML Investors Services
48
MML Investors Services
Massachusetts
$17.3M -$23.6K -474 -0.1%
CWM
49
Cahaba Wealth Management
Georgia
$16.4M +$83.7K +1,683 +0.6%
SCM
50
Sollinda Capital Management
Florida
$16.3M +$3.61M +72,674 +31%