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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWMA
501
Ironwood Wealth Management (Arizona)
Arizona
$488K -$31.4K -516 -6%
SFC
502
Strategic Financial Concepts
Texas
$487K -$45.2K -742 -8%
Baird Financial Group
503
Baird Financial Group
Wisconsin
$481K
CF
504
Convergence Financial
Missouri
$475K +$244K +4,012 +100%
Empower Advisory Group
505
Empower Advisory Group
Colorado
$474K -$117K -1,914 -19%
EW
506
Evoke Wealth
California
$471K +$243 +4 +0.1%
IWP
507
Integrity Wealth Partners
California
$470K +$484K +7,943 New
HCWM
508
Hidden Cove Wealth Management
Washington
$469K -$73.2K -1,202 -13%
LWMNY
509
Landmark Wealth Management (New York)
New York
$467K +$15.8K +260 +3%
TIAM2
510
Tru Independence Asset Management 2
Oregon
$466K
TYCC
511
Texas Yale Capital Corp
Florida
$465K
FWP
512
Falcon Wealth Planning
California
$461K -$14.7K -241 -3%
OFG
513
Opulen Financial Group
Virginia
$460K +$8.16K +134 +2%
MAM
514
Mystic Asset Management
Rhode Island
$460K +$19.8K +326 +4%
HIA
515
Harbor Investment Advisory
Maryland
$458K +$24.3K +399 +5%
CRC
516
Curi RMB Capital
Illinois
$443K +$7K +115 +2%
TDC
517
Thompson Davis & Co
Virginia
$437K
DWM
518
Destination Wealth Management
California
$432K -$9.62K -158 -2%
VBFP
519
Valtinson Bruner Financial Planning
Minnesota
$431K +$18.3K +300 +4%
EF
520
Empowered Funds
Pennsylvania
$419K +$431K +7,074 New
SGCM
521
Sanchez Gaunt Capital Management
Nevada
$418K +$429K +7,055 New
CA
522
Clearstead Advisors
Ohio
$417K -$42.5K -699 -9%
KAS
523
KPP Advisory Services
Kentucky
$415K +$20.8K +341 +5%
WT
524
Washington Trust
Rhode Island
$413K +$425K +6,979 New
USCWA
525
U.S. Capital Wealth Advisors
Texas
$412K -$56K -920 -12%