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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
26
Mason Street Advisors
Wisconsin
$44.4M +$5.1M +90,600 +13%
FCAS
27
First Command Advisory Services
Texas
$44.4M +$5.18M +92,037 +13%
JFA
28
JNBA Financial Advisors
Minnesota
$41.7M +$3.02M +53,610 +8%
GLA
29
Good Life Advisors
Pennsylvania
$38.9M +$4.43M +78,797 +12%
Wells Fargo
30
Wells Fargo
California
$38.1M +$3.27M +58,114 +9%
ACM
31
AlphaStar Capital Management
North Carolina
$37.5M +$4.39M +78,042 +13%
William Blair & Company
32
William Blair & Company
Illinois
$37.5M +$6.41M +113,848 +20%
WFPG
33
Waller Financial Planning Group
Ohio
$37.3M -$84.2K -1,496 -0.2%
PWA
34
Peterson Wealth Advisors
Utah
$37.1M +$1.09M +19,413 +3%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$35.9M +$2.96M +52,516 +9%
HWA
36
HHM Wealth Advisors
Tennessee
$31.8M +$1.01M +17,972 +3%
HBT
37
Hills Bank & Trust
Iowa
$31.2M +$1.46M +25,884 +5%
MPM
38
MBB Public Markets
Illinois
$29.1M +$29.6M +526,258 +8,595%
1WM
39
1900 Wealth Management
Texas
$28.3M +$538K +9,553 +2%
GRP
40
Global Retirement Partners
California
$26M -$3.89M -69,168 -13%
IAA
41
Independent Advisor Alliance
North Carolina
$25.5M +$26.3M +466,795 New
Ameriprise
42
Ameriprise
Minnesota
$24.1M +$1.61M +28,563 +7%
AssetMark Inc
43
AssetMark Inc
California
$24M -$1.41M -25,112 -5%
OFS
44
OneAscent Financial Services
Alabama
$23.7M +$24.4M +433,993 New
EH
45
Equitable Holdings
New York
$22.7M +$2.89M +51,402 +14%
UBS Group
46
UBS Group
Switzerland
$21.6M +$970K +17,241 +5%
CBT
47
Crews Bank & Trust
Florida
$20.6M +$21.2M +377,412 New
Corient Private Wealth
48
Corient Private Wealth
Florida
$20.6M +$1.17M +20,800 +6%
GKWIM
49
Gerber Kawasaki Wealth & Investment Management
California
$20.4M +$1.26M +22,464 +6%
FNT
50
First National Trust
Pennsylvania
$20.1M +$1.35M +24,021 +7%