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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HL
551
HeadInvest LLC
Maine
$204K +$218K +3,995 New
DP
552
Denver PWM
Colorado
$202K
MSAM
553
Moloney Securities Asset Management
Missouri
$202K +$654 +12 +0.3%
CCG
554
Capital CS Group
California
$201K +$215K +3,937 New
PA
555
Procyon Advisors
Connecticut
$200K +$11.6K +212 +6%
US Bancorp
556
US Bancorp
Minnesota
$195K +$16.4K +300 +9%
SAM
557
Securian Asset Management
Minnesota
$189K -$109K -2,000 -35%
AT
558
Arlington Trust
Alabama
$176K
NS
559
NBC Securities
Alabama
$167K +$179K +3,275 +109,167%
JFG
560
JDM Financial Group
Texas
$166K -$27.7K -508 -14%
PFM
561
Phillips Financial Management
Indiana
$164K
NFSG
562
Newbridge Financial Services Group
Florida
$161K +$436 +8 +0.3%
KFP
563
Keener Financial Planning
Texas
$154K
RWPA
564
Richard W. Paul & Associates
Michigan
$150K +$9.48K +174 +6%
SWM
565
Spire Wealth Management
Virginia
$141K +$36.6K +671 +32%
OSAM
566
O'Shaughnessy Asset Management
Connecticut
$138K +$18.2K +333 +14%
S
567
SignatureFD
Georgia
$136K -$43.2K -793 -23%
FRA
568
Front Row Advisors
California
$127K
PAG
569
Paladin Advisory Group
Iowa
$119K -$10.2K -187 -7%
MFA
570
McClarren Financial Advisors
Pennsylvania
$118K -$82.7K -1,518 -66%
CF
571
Collier Financial
Colorado
$113K +$111K +2,045 +1,203%
MAFA
572
MJT & Associates Financial Advisory
Minnesota
$103K +$110K +2,013 New
SHIM
573
Stone House Investment Management
Pennsylvania
$99.1K +$106K +1,937 New
WT
574
Whittier Trust
California
$94.7K
SAM
575
Smartleaf Asset Management
Massachusetts
$91.2K +$30.8K +565 +46%