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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KOC
26
Koss-Olinger Consulting
Florida
$44.4M +$1.58M +28,952 +3%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$42.9M +$1.11M +20,288 +2%
JFA
28
JNBA Financial Advisors
Minnesota
$42.6M +$3.84M +70,377 +9%
HWA
29
HHM Wealth Advisors
Tennessee
$41.5M +$12.5M +229,939 +40%
ACM
30
AlphaStar Capital Management
North Carolina
$38.5M +$3.55M +65,123 +9%
GLA
31
Good Life Advisors
Pennsylvania
$37.9M +$1.55M +28,367 +4%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$37.4M +$4.08M +74,902 +11%
William Blair & Company
33
William Blair & Company
Illinois
$35.4M +$316K +5,795 +0.8%
Wells Fargo
34
Wells Fargo
California
$33.4M -$2.33M -42,833 -6%
GVAG
35
Great Valley Advisor Group
Delaware
$32.7M -$36.7M -673,871 -51%
PWA
36
Peterson Wealth Advisors
Utah
$31.5M +$743K +13,633 +2%
SC
37
Savant Capital
Illinois
$31.5M -$16.4M -300,922 -33%
HBT
38
Hills Bank & Trust
Iowa
$31.1M +$2.08M +38,140 +7%
1WM
39
1900 Wealth Management
Texas
$29M +$2.66M +48,783 +9%
WFPG
40
Waller Financial Planning Group
Ohio
$28.8M -$6.49M -119,026 -17%
SLF
41
Sun Life Financial
Ontario, Canada
$25.1M +$26.8M +490,800 New
Ameriprise
42
Ameriprise
Minnesota
$24.9M +$2.5M +45,872 +10%
EH
43
Equitable Holdings
New York
$24.6M +$3.57M +65,507 +16%
RWM
44
RKL Wealth Management
Pennsylvania
$24.6M +$15M +275,996 +135%
IPW
45
Impact Partnership Wealth
Georgia
$23M +$5.55M +101,791 +29%
AssetMark Inc
46
AssetMark Inc
California
$22.6M +$81.9K +1,503 +0.3%
OFS
47
OneAscent Financial Services
Alabama
$21.9M -$408K -7,485 -2%
FFA
48
Farther Finance Advisors
California
$21.6M +$5.88M +107,824 +34%
MML Investors Services
49
MML Investors Services
Massachusetts
$21.2M +$3.43M +62,861 +18%
GKWIM
50
Gerber Kawasaki Wealth & Investment Management
California
$20.4M +$1.33M +24,483 +7%