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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
501
Destination Wealth Management
California
$431K -$64.7K -1,127 -13%
MAM
502
Mystic Asset Management
Rhode Island
$431K +$15.8K +275 +4%
SAS
503
SMI Advisory Services
Indiana
$430K -$36.6K -637 -8%
IWN
504
Independent Wealth Network
Iowa
$429K +$3.96K +69 +0.9%
TDC
505
Thompson Davis & Co
Virginia
$427K +$24.4K +425 +6%
CRC
506
Curi RMB Capital
Illinois
$427K +$57 +1 +0%
HIA
507
Harbor Investment Advisory
Maryland
$425K -$18.6K -324 -4%
BWFA
508
Baltimore-Washington Financial Advisors
Maryland
$424K -$58.3K -1,015 -12%
SFFS
509
Stonehage Fleming Financial Services
Jersey
$421K
FLPIM
510
F.L. Putnam Investment Management
Massachusetts
$412K -$11.3K -196 -3%
WIM
511
Westside Investment Management
California
$412K -$9.99K -174 -2%
RMDI
512
R.M. Davis Inc
Maine
$411K -$216K -3,755 -35%
VBFP
513
Valtinson Bruner Financial Planning
Minnesota
$404K -$18.8K -327 -4%
MWM
514
Marion Wealth Management
Pennsylvania
$402K -$5.92K -103 -2%
SPC
515
Sigma Planning Corp
Michigan
$402K +$1.49K +26 +0.4%
NL
516
NWAM LLC
Washington
$398K +$4.48K +78 +1%
SPA
517
Sentinel Pension Advisors
Massachusetts
$395K +$1.44K +25 +0.4%
FFS
518
Founders Financial Securities
Maryland
$391K +$387K +6,744 New
DWM
519
Diversify Wealth Management
Utah
$387K +$21.9K +382 +6%
KAS
520
KPP Advisory Services
Kentucky
$386K +$121K +2,109 +46%
SWA
521
Sax Wealth Advisors
New Jersey
$383K +$74.5K +1,297 +24%
Chevy Chase Trust
522
Chevy Chase Trust
Maryland
$380K
APA
523
Astoria Portfolio Advisors
New York
$378K +$34.6K +603 +11%
AMM
524
American Money Management
California
$377K
SP
525
Stablepoint Partners
Massachusetts
$376K -$20.2K -351 -5%