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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
26
Peterson Wealth Advisors
Utah
$35.7M +$1.54M +29,087 +5%
Wells Fargo
27
Wells Fargo
California
$34.9M +$586K +11,081 +2%
GLA
28
Good Life Advisors
Pennsylvania
$34.6M +$1.97M +37,346 +6%
ACM
29
AlphaStar Capital Management
North Carolina
$33.3M +$2.49M +47,121 +8%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$33M +$1.5M +28,438 +5%
William Blair & Company
31
William Blair & Company
Illinois
$31.3M +$771K +14,584 +3%
HWA
32
HHM Wealth Advisors
Tennessee
$30.8M +$1.06M +20,086 +4%
GRP
33
Global Retirement Partners
California
$29.8M -$339K -6,413 -1%
HBT
34
Hills Bank & Trust
Iowa
$29.8M +$422K +7,986 +1%
AA
35
ACT Advisors
North Carolina
$28.1M +$26.1M +493,469 +2,449%
1WM
36
1900 Wealth Management
Texas
$27.8M +$3.01M +56,954 +13%
AssetMark Inc
37
AssetMark Inc
California
$25.4M -$524K -9,918 -2%
Bank of America
38
Bank of America
North Carolina
$24.3M +$2.4M +45,462 +11%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$23.4M +$146K +2,764 +0.7%
Ameriprise
40
Ameriprise
Minnesota
$22.5M -$134K -2,537 -0.6%
UBS Group
41
UBS Group
Switzerland
$20.6M +$1.02M +19,302 +5%
FSG
42
Financial Strategies Group
Michigan
$20.4M +$116K +2,194 +0.6%
Corient Private Wealth
43
Corient Private Wealth
Florida
$20M +$188K +3,553 +1%
NSAM
44
North Star Asset Management
Wisconsin
$20M +$1.14M +21,504 +6%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$20M +$2.63M +49,733 +16%
EH
46
Equitable Holdings
New York
$19.9M +$1.8M +34,084 +10%
RWM
47
Reston Wealth Management
Virginia
$19.4M -$43.7K -826 -0.2%
GKWIM
48
Gerber Kawasaki Wealth & Investment Management
California
$19.2M +$1.28M +24,232 +7%
TF
49
TLWM Financial
Texas
$19.1M +$70K +1,323 +0.4%
FNT
50
First National Trust
Pennsylvania
$18.8M +$54.8K +1,036 +0.3%