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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
526
Kingswood Wealth Advisors
California
$374K +$108K +1,886 +41%
SIG
527
Spinnaker Investment Group
California
$369K +$22.8K +397 +7%
HAM
528
Harmony Asset Management
Arizona
$366K
TWA
529
Tandem Wealth Advisors
Arizona
$360K +$357K +6,217 New
VAF
530
Values Added Financial
District of Columbia
$354K
LFS
531
Legacy Financial Strategies
Kansas
$353K +$230 +4 +0.1%
BI
532
Beckerman Institutional
New Jersey
$352K
WAOTB
533
Wealth Advisors of Tampa Bay
Florida
$352K
BWP
534
Balboa Wealth Partners
Arizona
$347K +$2.47K +43 +0.7%
AO
535
Advisor OS
Illinois
$342K -$6.11M -106,388 -95%
WF
536
WealthPoint Financial
North Carolina
$341K +$339K +5,894 New
MA
537
MJP Associates
Connecticut
$339K -$5.99M -104,228 -95%
SA
538
Scarborough Advisors
Maryland
$338K +$115 +2 +0%
AllianceBernstein
539
AllianceBernstein
Tennessee
$337K +$7.64K +133 +2%
SFG
540
Sovereign Financial Group
Connecticut
$336K -$6.09K -106 -2%
ACM
541
Advisors Capital Management
New Jersey
$335K -$804 -14 -0.2%
CCWM
542
Cassaday & Co Wealth Management
Virginia
$334K +$39.3K +684 +13%
IWM
543
Iams Wealth Management
Nebraska
$332K -$49.9K -868 -13%
VPP
544
Vertex Planning Partners
Illinois
$330K -$12.9K -224 -4%
WFAG
545
Wescott Financial Advisory Group
Pennsylvania
$329K +$327K +5,686 New
SFS
546
Sowell Financial Services
Arkansas
$327K +$2.41K +42 +0.7%
PWP
547
Precedent Wealth Partners
Texas
$326K
VWM
548
VCI Wealth Management
Missouri
$326K -$1.19M -20,753 -79%
SHWA
549
Safe Harbor Wealth Advisors
Ohio
$324K +$300K +5,228 New
AMG
550
APS Management Group
California
$322K +$804 +14 +0.3%