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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
526
Keener Financial Planning
Texas
$165K
NCM
527
Northwest Capital Management
Oregon
$145K +$4.76K +90 +4%
PAG
528
Paladin Advisory Group
Iowa
$137K -$29.4K -556 -18%
FRA
529
Front Row Advisors
California
$136K -$56.9K -1,076 -30%
SAM
530
Securian Asset Management
Minnesota
$134K -$267K -5,050 -67%
WT
531
Whittier Trust
California
$131K -$15.9K -300 -11%
OA
532
Operose Advisors
Wisconsin
$127K +$123K +2,317 New
PA
533
Pineridge Advisors
Missouri
$123K +$423 +8 +0.4%
MRCM
534
M&R Capital Management
New Jersey
$115K +$45.8K +866 +70%
SWM
535
Spire Wealth Management
Virginia
$113K -$61.3K -1,160 -36%
CP
536
Castleview Partners
Texas
$103K -$40.5K -765 -29%
Jones Financial Companies
537
Jones Financial Companies
Missouri
$101K +$41.8K +791 +74%
OSAM
538
O'Shaughnessy Asset Management
Connecticut
$101K -$74.7K -1,412 -44%
HNB
539
Hilltop National Bank
Wyoming
$97.1K
SPIA
540
Steward Partners Investment Advisory
New York
$85K -$2.91K -55 -3%
CHA
541
Carmichael Hill & Associates
Maryland
$84.5K
WTC
542
WhitTier Trust Company
Nevada
$84.2K -$15.1K -285 -16%
SAM
543
Smartleaf Asset Management
Massachusetts
$78.9K +$47.8K +904 +167%
ITIM
544
Indiana Trust & Investment Management
Indiana
$68.8K -$37.3K -706 -36%
AIA
545
Armor Investment Advisors
North Carolina
$67.8K
WP
546
WealthShield Partners
North Carolina
$67K +$264 +5 +0.4%
CJ
547
Caitlin John
Michigan
$59.1K +$15.4K +292 +40%
PP
548
PrairieView Partners
Minnesota
$57K +$1.43K +27 +3%
JWA
549
JFS Wealth Advisors
Pennsylvania
$52.4K +$53 +1 +0.1%
CAM
550
Creekmur Asset Management
Illinois
$52.4K +$14.5K +274 +40%