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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
M
501
MOTCO
Texas
$610K – – –
MCWS
502
McKinley Carter Wealth Services
West Virginia
$591K -$41.4K -644 -7%
GWP
503
Gen-Wealth Partners
Michigan
$589K -$44.5K -691 -7%
SFPG
504
Stonebridge Financial Planning Group
Florida
$588K +$560K +8,709 New
Neuberger Berman Group
505
Neuberger Berman Group
New York
$588K +$18.3K +284 +3%
AP
506
Americana Partners
Texas
$583K -$64 -1 -0%
MA
507
Mutual Advisors
Nebraska
$566K +$539K +8,378 New
CA
508
Claro Advisors
Massachusetts
$564K -$12.9K -201 -2%
TWP
509
Tyche Wealth Partners
Texas
$548K -$25.3K -393 -5%
OWA
510
Outlook Wealth Advisors
Texas
$547K -$23.9K -371 -4%
LGW
511
Leslie Global Wealth
Illinois
$545K -$108K -1,673 -17%
MAM
512
Mystic Asset Management
Rhode Island
$545K +$18.9K +293 +4%
IA
513
Inspire Advisors
Idaho
$542K -$49.8K -774 -9%
HCWM
514
Hidden Cove Wealth Management
Washington
$533K -$1.74K -27 -0.3%
TIAM2
515
Tru Independence Asset Management 2
Oregon
$531K – – –
CFG
516
Capital Financial Group
Colorado
$531K -$27.5K -427 -5%
KA
517
Kovack Advisors
Florida
$530K +$128K +1,985 +34%
OFG
518
Opulen Financial Group
Virginia
$528K +$2.7K +42 +0.5%
HIA
519
Harbor Investment Advisory
Maryland
$521K -$1.54K -24 -0.3%
WF
520
WealthPoint Financial
North Carolina
$518K +$47.9K +744 +11%
UF
521
Univest Financial
Pennsylvania
$516K -$56.4K -876 -10%
TDC
522
Thompson Davis & Co
Virginia
$515K +$16.4K +255 +3%
TYCC
523
Texas Yale Capital Corp
Florida
$515K -$14.5K -225 -3%
US Bancorp
524
US Bancorp
Minnesota
$515K +$238K +3,705 +95%
IWMA
525
Ironwood Wealth Management (Arizona)
Arizona
$514K -$41.4K -643 -8%