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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
501
Capital Financial Group
Colorado
$490K -$4.93K -81 -1%
IWMA
502
Ironwood Wealth Management (Arizona)
Arizona
$488K -$31.4K -516 -6%
SFC
503
Strategic Financial Concepts
Texas
$487K -$45.2K -742 -8%
Baird Financial Group
504
Baird Financial Group
Wisconsin
$481K – – –
CF
505
Convergence Financial
Missouri
$475K +$244K +4,012 +100%
Empower Advisory Group
506
Empower Advisory Group
Colorado
$474K -$117K -1,914 -19%
EW
507
Evoke Wealth
California
$471K +$243 +4 +0.1%
IWP
508
Integrity Wealth Partners
California
$470K +$484K +7,943 New
HCWM
509
Hidden Cove Wealth Management
Washington
$469K -$73.2K -1,202 -13%
LWMNY
510
Landmark Wealth Management (New York)
New York
$467K +$15.8K +260 +3%
TIAM2
511
Tru Independence Asset Management 2
Oregon
$466K – – –
TYCC
512
Texas Yale Capital Corp
Florida
$465K – – –
FWP
513
Falcon Wealth Planning
California
$461K -$14.7K -241 -3%
OFG
514
Opulen Financial Group
Virginia
$460K +$8.16K +134 +2%
MAM
515
Mystic Asset Management
Rhode Island
$460K +$19.8K +326 +4%
HIA
516
Harbor Investment Advisory
Maryland
$458K +$24.3K +399 +5%
CRC
517
Curi RMB Capital
Illinois
$443K +$7K +115 +2%
TDC
518
Thompson Davis & Co
Virginia
$437K – – –
DWM
519
Destination Wealth Management
California
$432K -$9.62K -158 -2%
VBFP
520
Valtinson Bruner Financial Planning
Minnesota
$431K +$18.3K +300 +4%
EF
521
Empowered Funds
Pennsylvania
$419K +$431K +7,074 New
SGCM
522
Sanchez Gaunt Capital Management
Nevada
$418K +$429K +7,055 New
CA
523
Clearstead Advisors
Ohio
$417K -$42.5K -699 -9%
KAS
524
KPP Advisory Services
Kentucky
$415K +$20.8K +341 +5%
WT
525
Washington Trust
Rhode Island
$413K +$425K +6,979 New