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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$49.1M -$27.4M -532,417 -37%
PAG
27
Private Advisor Group
New Jersey
$48.8M -$14.1M -273,189 -23%
KOC
28
Koss-Olinger Consulting
Florida
$47.6M +$353K +6,854 +0.8%
HWA
29
HHM Wealth Advisors
Tennessee
$46.8M +$2.52M +49,020 +6%
JFA
30
JNBA Financial Advisors
Minnesota
$45M -$310K -6,011 -0.7%
UCFA
31
United Capital Financial Advisors
Texas
$44.4M +$22.1M +429,673 +111%
GLA
32
Good Life Advisors
Pennsylvania
$44.1M +$3.62M +70,252 +9%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$41.3M +$1.46M +28,364 +4%
ACM
34
AlphaStar Capital Management
North Carolina
$39.2M -$1.6M -31,096 -4%
PWA
35
Peterson Wealth Advisors
Utah
$37.9M +$533K +10,347 +2%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$37.7M -$8.52M -165,460 -20%
William Blair & Company
37
William Blair & Company
Illinois
$37.1M -$516K -10,011 -1%
WFPG
38
Waller Financial Planning Group
Ohio
$36.3M +$5.39M +104,707 +19%
GVAG
39
Great Valley Advisor Group
Delaware
$34.7M -$20.5K -398 -0.1%
Wells Fargo
40
Wells Fargo
California
$34.7M -$816K -15,835 -2%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$34.1M +$31.5M +610,877 +3,714%
1WM
42
1900 Wealth Management
Texas
$34.1M +$3.1M +60,110 +11%
RIS
43
Retirement Income Solutions
Michigan
$32.8M +$11.7M +227,354 +60%
RA
44
RFG Advisory
Alabama
$31.3M -$68.1M -1,322,579 -70%
BF
45
BOK Financial
Oklahoma
$30.7M +$22.9M +444,189 +368%
RWM
46
RKL Wealth Management
Pennsylvania
$30.2M +$3.8M +73,729 +15%
EH
47
Equitable Holdings
New York
$28M +$1.76M +34,164 +7%
Ameriprise
48
Ameriprise
Minnesota
$27.7M +$1.2M +23,350 +5%
IPW
49
Impact Partnership Wealth
Georgia
$26.7M +$2.07M +40,226 +9%
GRP
50
Global Retirement Partners
California
$25.8M +$24.4M +474,386 New