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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
501
Zacks Investment Management
Illinois
$392K +$127K +2,260 +49%
SP
502
Stablepoint Partners
Massachusetts
$391K
SPA
503
Sentinel Pension Advisors
Massachusetts
$388K +$1.3K +23 +0.3%
MWM
504
Marion Wealth Management
Pennsylvania
$383K +$7.49K +133 +2%
WAM
505
Worth Asset Management
Texas
$380K +$111K +1,969 +42%
FA
506
Fiduciary Alliance
South Carolina
$379K +$114K +2,025 +44%
IWM
507
Iams Wealth Management
Nebraska
$378K +$8.56K +152 +2%
Chevy Chase Trust
508
Chevy Chase Trust
Maryland
$376K
IAG
509
Investmark Advisory Group
Connecticut
$374K
AMM
510
American Money Management
California
$372K -$13K -230 -3%
NL
511
NWAM LLC
Washington
$370K +$33.9K +601 +10%
HAM
512
Harmony Asset Management
Arizona
$361K -$12.7K -225 -3%
VAF
513
Values Added Financial
District of Columbia
$350K -$113 -2 -0%
LFS
514
Legacy Financial Strategies
Kansas
$349K +$225 +4 +0.1%
BI
515
Beckerman Institutional
New Jersey
$348K
WAOTB
516
Wealth Advisors of Tampa Bay
Florida
$348K
SIG
517
Spinnaker Investment Group
California
$341K +$336K +5,968 New
BWP
518
Balboa Wealth Partners
Arizona
$341K -$3.04K -54 -0.9%
DWM
519
Diversify Wealth Management
Utah
$340K +$1.13K +20 +0.3%
VPP
520
Vertex Planning Partners
Illinois
$339K
SFG
521
Sovereign Financial Group
Connecticut
$338K +$3.72K +66 +1%
NP
522
NorthRock Partners
Minnesota
$338K +$333K +5,903 New
VFA
523
Valeo Financial Advisors
Indiana
$334K +$8.85K +157 +3%
SA
524
Scarborough Advisors
Maryland
$334K -$64.8K -1,151 -16%
ACM
525
Advisors Capital Management
New Jersey
$332K +$327K +5,801 New