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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPRC
526
Consolidated Portfolio Review Corp
New York
$231K -$327 -6 -0.1%
SAI
527
Savvy Advisors Inc
New York
$229K +$244K +4,481 New
FIA
528
Foundations Investment Advisors
Arizona
$229K -$7.77M -142,497 -97%
MWM
529
Meridian Wealth Management
Kentucky
$227K -$7.79K -143 -3%
SPAS
530
Spectrum Planning & Advisory Services
California
$226K +$164 +3 +0.1%
EWA
531
EP Wealth Advisors
California
$226K -$10.8K -198 -4%
RBFC
532
Roman Butler Fullerton & Co
Missouri
$225K +$6K +110 +2%
BP
533
Ballentine Partners
Massachusetts
$217K – – –
Lido Advisors
534
Lido Advisors
California
$217K +$231K +4,246 New
GSEP
535
Golden State Equity Partners
California
$217K -$98.8K -1,813 -30%
MPCL
536
My Personal CFO LLC
Washington
$216K +$6.92K +127 +3%
PS
537
Principal Securities
Iowa
$215K – – –
AIM
538
Acropolis Investment Management
Missouri
$215K +$164 +3 +0.1%
CF
539
Convergence Financial
Missouri
$215K -$1.58K -29 -0.7%
RRA
540
Round Rock Advisors
Connecticut
$213K – – –
PA
541
Parallel Advisors
California
$213K +$227K +4,159 New
FWM
542
ForthRight Wealth Management
Georgia
$212K +$226K +4,149 New
GFWA
543
Grey Fox Wealth Advisors
Delaware
$212K +$218 +4 +0.1%
OPA
544
Old Port Advisors
Maine
$211K -$2.45K -45 -1%
NP
545
NorthRock Partners
Minnesota
$211K -$9.05K -166 -4%
ACM
546
Altrius Capital Management
North Carolina
$210K -$29.7K -545 -12%
SA
547
Sovran Advisors
California
$210K +$38.2K +701 +19%
VAF
548
Values Added Financial
District of Columbia
$208K +$221K +4,056 New
EGWAG
549
Elwood & Goetz Wealth Advisory Group
Georgia
$207K +$220K +4,037 New
HWM
550
HB Wealth Management
Georgia
$205K -$40.6K -745 -16%