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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPAS
551
Spectrum Planning & Advisory Services
California
$251K +$9.53K +185 +4%
FA
552
Fiduciary Alliance
South Carolina
$250K +$237K +4,600 New
ZIM
553
Zacks Investment Management
Illinois
$250K +$237K +4,599 New
TP
554
Tranquility Partners
Tennessee
$250K -$3.86K -75 -2%
MF
555
Midwestern Financial
Iowa
$249K +$236K +4,573 New
BCM
556
Brookstone Capital Management
Illinois
$244K +$231K +4,480 New
JWM
557
JGP Wealth Management
Oregon
$240K +$228K +4,420 New
CPRC
558
Consolidated Portfolio Review Corp
New York
$239K -$5.92K -115 -3%
BWS
559
Broadway Wealth Solutions
Texas
$236K -$4.18M -81,168 -95%
KAS
560
KPP Advisory Services
Kentucky
$234K +$221K +4,299 New
FWM
561
ForthRight Wealth Management
Georgia
$231K +$5.51K +107 +3%
BP
562
Ballentine Partners
Massachusetts
$231K
MPCL
563
My Personal CFO LLC
Washington
$230K
AIM
564
Acropolis Investment Management
Missouri
$229K +$206 +4 +0.1%
Brown Advisory
565
Brown Advisory
Maryland
$228K +$216K +4,192 New
WOSD
566
WFA of San Diego
California
$227K +$215K +4,176 New
SWM
567
SigFig Wealth Management
California
$226K +$214K +4,155 New
OPA
568
Old Port Advisors
Maine
$224K
RWM
569
Rialto Wealth Management
New York
$223K +$211K +4,102 New
ACM
570
Altrius Capital Management
North Carolina
$221K -$2.42K -47 -1%
SAI
571
Savvy Advisors Inc
New York
$219K -$23.1K -449 -10%
RRA
572
Round Rock Advisors
Connecticut
$219K -$6.95K -135 -3%
CF
573
Convergence Financial
Missouri
$219K -$9.37K -182 -4%
HL
574
HeadInvest LLC
Maine
$217K
TNA
575
True North Advisors
Texas
$217K -$361 -7 -0.2%