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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
476
KPP Advisory Services
Kentucky
$691K +$207K +3,217 +46%
LFAS
477
Level Four Advisory Services
Texas
$691K -$64.3K -1,000 -9%
PCM
478
Parsons Capital Management
Rhode Island
$690K +$112K +1,740 +21%
GCM
479
Gambit Capital Management
Tennessee
$690K -$9.07K -141 -1%
SQA
480
Simon Quick Advisors
New Jersey
$688K -$14K -217 -2%
RWP
481
Revolve Wealth Partners
New Jersey
$687K – – –
DC
482
Davenport & Co
Virginia
$685K +$26.2K +408 +4%
WAS
483
Westco Advisory Services
New York
$684K -$16.4K -255 -2%
Bessemer Group
484
Bessemer Group
New Jersey
$682K -$11.7K -182 -2%
PVI
485
Pine Valley Investments
New Jersey
$681K +$1.09K +17 +0.2%
GWM
486
Gilpin Wealth Management
Colorado
$675K -$2.51K -39 -0.4%
LFG
487
Lockerman Financial Group
California
$663K +$46.3K +719 +8%
PNC Financial Services Group
488
PNC Financial Services Group
Pennsylvania
$661K +$61.5K +956 +11%
KFGK
489
Keystone Financial Group (Kentucky)
Kentucky
$661K +$18.4K +286 +3%
FDW
490
Fourth Dimension Wealth
Ohio
$651K +$7.01K +109 +1%
CCA
491
Conservest Capital Advisors
Pennsylvania
$650K +$319K +4,951 +106%
AAP
492
Arax Advisory Partners
Colorado
$646K +$559K +8,685 +995%
AFG
493
Arkansas Financial Group
Arkansas
$645K -$5.21K -81 -0.8%
LFA
494
Laraway Financial Advisors
Minnesota
$641K +$193 +3 +0%
Baird Financial Group
495
Baird Financial Group
Wisconsin
$641K +$87.5K +1,360 +17%
GA
496
Goldstein Advisors
Wisconsin
$639K – – –
NFP
497
Narus Financial Partners
Utah
$633K +$64 +1 +0%
Empower Advisory Group
498
Empower Advisory Group
Colorado
$631K +$85.7K +1,332 +17%
LFS
499
Lutz Financial Services
Nebraska
$626K – – –
RMDI
500
R.M. Davis Inc
Maine
$614K +$239K +3,712 +69%