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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
476
Davenport & Co
Virginia
$259K +$251K +4,739 New
Baird Financial Group
477
Baird Financial Group
Wisconsin
$259K
SFP
478
Shepherd Financial Partners
Massachusetts
$257K
PCIA
479
Prime Capital Investment Advisors
Kansas
$257K -$51.9K -981 -17%
BW
480
Bison Wealth
Georgia
$253K -$101K -1,918 -29%
MWM
481
Meridian Wealth Management
Kentucky
$253K +$317 +6 +0.1%
NWM
482
Napa Wealth Management
California
$251K +$2.7K +51 +1%
SPAS
483
Spectrum Planning & Advisory Services
California
$249K +$241K +4,556 New
BCM
484
Brookstone Capital Management
Illinois
$249K +$14.6K +276 +6%
PS
485
Principal Securities
Iowa
$241K +$39.9K +754 +21%
LFG
486
Lockerman Financial Group
California
$237K +$740 +14 +0.3%
Renaissance Technologies
487
Renaissance Technologies
New York
$235K +$21.2K +400 +10%
NP
488
NorthRock Partners
Minnesota
$234K +$130K +2,458 +134%
BJL
489
Brighton Jones LLC
Washington
$233K -$3.07K -58 -1%
BP
490
Ballentine Partners
Massachusetts
$232K
SF
491
Safeguard Financial
Wisconsin
$232K +$224K +4,243 New
CF
492
Convergence Financial
Missouri
$231K -$740 -14 -0.3%
SIA
493
Strategic Investment Advisors
Michigan
$231K +$7.61K +144 +4%
SEIA
494
Signature Estate & Investment Advisors
California
$230K
AIM
495
Acropolis Investment Management
Missouri
$230K +$212 +4 +0.1%
NG
496
Norden Group
Utah
$226K -$264 -5 -0.1%
GFWA
497
Grey Fox Wealth Advisors
Delaware
$226K -$60.3K -1,140 -22%
MPCL
498
My Personal CFO LLC
Washington
$224K
GWAM
499
Guardian Wealth Advisors (Minnesota)
Minnesota
$224K
MLA
500
My Legacy Advisors
Oregon
$223K +$215K +4,073 New