We are live on ! Find out more
SPMD icon

State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
476
Cassaday & Co Wealth Management
Virginia
$326K +$29.7K +528 +10%
NWMG
477
National Wealth Management Group
Ohio
$325K -$174K -3,098 -34%
BCG
478
Breakwater Capital Group
New Jersey
$324K +$8.61K +153 +3%
BAM
479
Belpointe Asset Management
Nevada
$322K +$6.25K +111 +2%
DWM
480
Diversify Wealth Management
Utah
$321K +$333K +5,919 New
SSB
481
Sandy Spring Bank
Maryland
$321K -$12.9K -229 -4%
Fisher Asset Management
482
Fisher Asset Management
Washington
$320K +$329K +5,849 New
IWM
483
Iams Wealth Management
Nebraska
$319K +$25.9K +461 +9%
AWM
484
Ariadne Wealth Management
California
$318K
SFG
485
Sovereign Financial Group
Connecticut
$317K +$51.3K +912 +19%
SAM
486
Securian Asset Management
Minnesota
$312K +$183K +3,250 +133%
VPP
487
Vertex Planning Partners
Illinois
$311K -$19.7K -350 -6%
Jones Financial Companies
488
Jones Financial Companies
Missouri
$309K +$214K +3,801 +205%
CA
489
Clearstead Advisors
Ohio
$304K +$619 +11 +0.2%
AA
490
Armis Advisers
Georgia
$302K +$310K +5,514 New
Franklin Resources
491
Franklin Resources
California
$294K
CA
492
Continuum Advisory
Idaho
$294K -$788 -14 -0.3%
LFS
493
Legacy Financial Strategies
Kansas
$293K
MOS
494
MGO One Seven
Ohio
$292K +$8.78K +156 +3%
NPT
495
National Philanthropic Trust
Pennsylvania
$291K +$300K +5,325 New
BWP
496
Balboa Wealth Partners
Arizona
$291K -$21.5K -382 -7%
TI
497
Truepoint Inc
Ohio
$287K +$295K +5,246 New
BFS
498
BridgePort Financial Solutions
Iowa
$286K +$299K +5,314 New
HH
499
Hilltop Holdings
Texas
$283K -$5.51K -98 -2%
DI
500
Diligent Investors
California
$280K +$56 +1 +0%