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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
526
U.S. Capital Wealth Advisors
Texas
$412K -$56K -920 -12%
FLPIM
527
F.L. Putnam Investment Management
Massachusetts
$412K -$9.92K -163 -2%
WF
528
WealthPoint Financial
North Carolina
$410K +$62.8K +1,031 +17%
BP
529
Ballentine Partners
Massachusetts
$408K +$171K +2,804 +69%
SPA
530
Sentinel Pension Advisors
Massachusetts
$405K +$1.28K +21 +0.3%
FFS
531
Founders Financial Securities
Maryland
$401K -$16.2K -266 -4%
VAF
532
Values Added Financial
District of Columbia
$401K +$39.6K +651 +11%
APA
533
Astoria Portfolio Advisors
New York
$400K +$10.5K +172 +3%
RA
534
Range Advisory
Virginia
$396K +$176K +2,896 +76%
JPG
535
Jordan Park Group
California
$394K -$125K -2,050 -24%
Chevy Chase Trust
536
Chevy Chase Trust
Maryland
$389K – – –
MWM
537
Meridian Wealth Management
Kentucky
$387K +$133K +2,177 +50%
SWM
538
SFG Wealth Management
Maryland
$385K +$166K +2,732 +72%
AMM
539
American Money Management
California
$385K – – –
SL
540
SFM LLC
New Hampshire
$385K -$60.9K -1,000 -13%
SWA
541
Sax Wealth Advisors
New Jersey
$383K – – –
SPC
542
Sigma Planning Corp
Michigan
$382K -$30.1K -494 -7%
NL
543
NWAM LLC
Washington
$382K -$6.15K -101 -2%
SEA
544
Stegent Equity Advisors
Texas
$381K -$319K -5,248 -45%
SP
545
Stablepoint Partners
Massachusetts
$380K -$3.77K -62 -1%
SFS
546
Sowell Financial Services
Arkansas
$379K +$45.5K +747 +13%
MCM
547
MAI Capital Management
Ohio
$379K +$58.6K +963 +18%
NFG
548
Nations Financial Group
Iowa
$374K +$138K +2,273 +56%
HAM
549
Harmony Asset Management
Arizona
$374K – – –
HL
550
HeadInvest LLC
Maine
$367K +$123K +2,026 +49%