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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
526
Advisors Capital Management
New Jersey
$332K +$327K +5,801 New
AllianceBernstein
527
AllianceBernstein
Tennessee
$325K +$320K +5,680 New
PWP
528
Precedent Wealth Partners
Texas
$322K – – –
OCM
529
Orion Capital Management
California
$321K – – –
SFS
530
Sowell Financial Services
Arkansas
$321K +$16K +284 +5%
AMG
531
APS Management Group
California
$317K +$312K +5,539 New
APA
532
Astoria Portfolio Advisors
New York
$316K – – –
FIA
533
Foundations Investment Advisors
Arizona
$312K +$23K +409 +8%
M
534
MATAURO
New York
$311K +$789 +14 +0.3%
CWA
535
Canvas Wealth Advisors
Kansas
$310K -$554K -9,826 -65%
BFS
536
BridgePort Financial Solutions
Iowa
$307K +$958 +17 +0.3%
TI
537
Truepoint Inc
Ohio
$307K +$507 +9 +0.2%
NPT
538
National Philanthropic Trust
Pennsylvania
$305K – – –
SWA
539
Sax Wealth Advisors
New Jersey
$304K -$15.5K -275 -5%
AWA
540
Acorn Wealth Advisors
Michigan
$304K +$1.8K +32 +0.6%
MCM
541
MAI Capital Management
Ohio
$303K -$174K -3,087 -37%
WP
542
WealthPLAN Partners
Nebraska
$299K +$1.01K +18 +0.3%
UWM
543
USAdvisors Wealth Management
Minnesota
$298K -$4.62K -82 -2%
MAMG
544
Milestone Asset Management Group
Connecticut
$296K +$291K +5,168 New
RBFC
545
Roman Butler Fullerton & Co
Missouri
$295K +$676 +12 +0.2%
IF
546
Ironwood Financial
Arizona
$295K – – –
SAG
547
SageView Advisory Group
California
$294K +$5.92K +105 +2%
CA
548
Continuum Advisory
Idaho
$294K -$14.3K -253 -5%
CAL
549
Capital Advisors Ltd
Ohio
$292K – – –
CCWM
550
Cassaday & Co Wealth Management
Virginia
$290K +$1.07K +19 +0.4%