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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$51.6M +$304K +5,401 +0.6%
JFA
27
JNBA Financial Advisors
Minnesota
$49.2M +$1.9M +33,755 +4%
KOC
28
Koss-Olinger Consulting
Florida
$47.2M -$413K -7,339 -0.8%
HWA
29
HHM Wealth Advisors
Tennessee
$46.3M -$2.93M -51,972 -6%
Wells Fargo
30
Wells Fargo
California
$44.8M +$8.24M +146,343 +23%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$43.8M +$352K +6,245 +0.8%
ACM
32
AlphaStar Capital Management
North Carolina
$42.2M +$989K +17,553 +2%
PWA
33
Peterson Wealth Advisors
Utah
$41.9M +$2.08M +36,950 +5%
1WM
34
1900 Wealth Management
Texas
$39.6M +$3.66M +65,046 +10%
WFPG
35
Waller Financial Planning Group
Ohio
$38.9M +$651K +11,554 +2%
William Blair & Company
36
William Blair & Company
Illinois
$38.7M -$280K -4,971 -0.7%
GVAG
37
Great Valley Advisor Group
Delaware
$37.5M +$956K +16,975 +3%
VC
38
Vicus Capital
Pennsylvania
$36.8M +$35.3M +627,005 +4,002%
RIS
39
Retirement Income Solutions
Michigan
$35.3M +$798K +14,168 +2%
RWM
40
RKL Wealth Management
Pennsylvania
$34M +$2.28M +40,432 +7%
FFA
41
Farther Finance Advisors
California
$33.5M -$21.7M -385,262 -40%
IPW
42
Impact Partnership Wealth
Georgia
$33.1M +$4.93M +87,463 +18%
BF
43
BOK Financial
Oklahoma
$31.9M -$358K -6,346 -1%
MMA
44
Miracle Mile Advisors
California
$30.5M +$30.1M +533,768 New
APWA
45
Atlas Private Wealth Advisors
New Jersey
$30.1M -$50.6M -897,408 -63%
EH
46
Equitable Holdings
New York
$27.7M -$1.79M -31,692 -6%
GRP
47
Global Retirement Partners
California
$27.3M +$155K +2,745 +0.6%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$27.1M -$11.2M -198,801 -30%
MML Investors Services
49
MML Investors Services
Massachusetts
$26.2M -$99.5K -1,766 -0.4%
Corient Private Wealth
50
Corient Private Wealth
Florida
$25.9M +$1.66M +29,466 +7%