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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
476
Tyler-Stone Wealth Management
Ohio
$1K +$1.52K +33 New
CA
477
Clearstead Advisors
Ohio
$920 – – –
GI
478
Gradient Investments
Minnesota
$788 – – –
FCA
479
FinTrust Capital Advisors
South Carolina
$701 – – –
MIM
480
Macroview Investment Management
Maryland
$546 – – –
Citigroup
481
Citigroup
New York
$482 -$276 -6 -35%
PCMC
482
Private Capital Management (Colorado)
Colorado
$438 +$460 +10 New
TAM
483
Tucker Asset Management
Colorado
$263 – – –
V
484
Veritable
Delaware
– -$6.81M -148,381 Closed
CI
485
CX Institutional
Indiana
– -$2.09M -45,621 Closed
APA
486
Astoria Portfolio Advisors
New York
– -$1.33M -28,186 Closed
AWM
487
Apollon Wealth Management
South Carolina
– -$814K -17,733 Closed
LWM
488
Laidlaw Wealth Management
New York
– -$662K -14,425 Closed
ISWM
489
Independent Solutions Wealth Management
New York
– -$559K -12,180 Closed
Chevy Chase Trust
490
Chevy Chase Trust
Maryland
– -$312K -6,800 Closed
CCM
491
Crabel Capital Management
California
– -$308K -6,710 Closed
BP
492
Ballentine Partners
Massachusetts
– -$279K -6,087 Closed
SBH
493
Segall Bryant & Hamill
Illinois
– -$271K -5,911 Closed
AWA
494
Arete Wealth Advisors
Illinois
– -$255K -5,549 Closed
IFG
495
Independent Financial Group
California
– -$248K -5,394 Closed
RWA
496
Rooted Wealth Advisors
Illinois
– -$237K -5,185 Closed
CBFP
497
Cedar Brook Financial Partners
Ohio
– -$211K -4,594 Closed
HIP
498
HUB Investment Partners
Texas
– -$205K -4,465 Closed
CPRC
499
Consolidated Portfolio Review Corp
New York
– -$200K -4,361 Closed
AIA
500
Armor Investment Advisors
North Carolina
– -$56.9K -1,240 Closed