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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAI
526
Savvy Advisors Inc
New York
$229K +$244K +4,481 New
FIA
527
Foundations Investment Advisors
Arizona
$229K -$7.77M -142,497 -97%
MWM
528
Meridian Wealth Management
Kentucky
$227K -$7.79K -143 -3%
SPAS
529
Spectrum Planning & Advisory Services
California
$226K +$164 +3 +0.1%
EWA
530
EP Wealth Advisors
California
$226K -$10.8K -198 -4%
RBFC
531
Roman Butler Fullerton & Co
Missouri
$225K +$6K +110 +2%
BP
532
Ballentine Partners
Massachusetts
$217K
Lido Advisors
533
Lido Advisors
California
$217K +$231K +4,246 New
GSEP
534
Golden State Equity Partners
California
$217K -$98.8K -1,813 -30%
MPCL
535
My Personal CFO LLC
Washington
$216K +$6.92K +127 +3%
PS
536
Principal Securities
Iowa
$215K
AIM
537
Acropolis Investment Management
Missouri
$215K +$164 +3 +0.1%
CF
538
Convergence Financial
Missouri
$215K -$1.58K -29 -0.7%
RRA
539
Round Rock Advisors
Connecticut
$213K
PA
540
Parallel Advisors
California
$213K +$227K +4,159 New
FWM
541
ForthRight Wealth Management
Georgia
$212K +$226K +4,149 New
GFWA
542
Grey Fox Wealth Advisors
Delaware
$212K +$218 +4 +0.1%
OPA
543
Old Port Advisors
Maine
$211K -$2.45K -45 -1%
NP
544
NorthRock Partners
Minnesota
$211K -$9.05K -166 -4%
ACM
545
Altrius Capital Management
North Carolina
$210K -$29.7K -545 -12%
SA
546
Sovran Advisors
California
$210K +$38.2K +701 +19%
VAF
547
Values Added Financial
District of Columbia
$208K +$221K +4,056 New
EGWAG
548
Elwood & Goetz Wealth Advisory Group
Georgia
$207K +$220K +4,037 New
HWM
549
HB Wealth Management
Georgia
$205K -$40.6K -745 -16%
TNA
550
True North Advisors
Texas
$205K