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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
551
Cassaday & Co Wealth Management
Virginia
$363K +$22K +362 +6%
LFS
552
Legacy Financial Strategies
Kansas
$362K +$183 +3 +0%
BI
553
Beckerman Institutional
New Jersey
$360K
WAOTB
554
Wealth Advisors of Tampa Bay
Florida
$360K
BWFA
555
Baltimore-Washington Financial Advisors
Maryland
$356K -$79.7K -1,310 -18%
KA
556
Kovack Advisors
Florida
$353K +$58.4K +960 +19%
OE
557
October Effect
Virginia
$351K +$87.6K +1,439 +32%
VA
558
VestGen Advisors
Illinois
$349K +$22.4K +368 +7%
MWM
559
Maripau Wealth Management
Indiana
$348K +$126K +2,071 +54%
SA
560
Scarborough Advisors
Maryland
$346K +$670 +11 +0.2%
BWP
561
Balboa Wealth Partners
Arizona
$345K -$10.2K -168 -3%
MWM
562
Marion Wealth Management
Pennsylvania
$338K -$53.1K -872 -13%
VPP
563
Vertex Planning Partners
Illinois
$338K
WFAG
564
Wescott Financial Advisory Group
Pennsylvania
$337K +$243 +4 +0.1%
AllianceBernstein
565
AllianceBernstein
Tennessee
$337K +$61 +1 +0%
SFG
566
Sovereign Financial Group
Connecticut
$336K -$8.16K -134 -2%
SWM
567
SigFig Wealth Management
California
$333K +$80.9K +1,329 +31%
IWM
568
Iams Wealth Management
Nebraska
$331K -$8.58K -141 -2%
UB
569
UMB Bank
Missouri
$328K +$238K +3,907 +239%
AWA
570
Acorn Wealth Advisors
Michigan
$328K +$17.1K +281 +5%
AMG
571
APS Management Group
California
$327K -$2.31K -38 -0.7%
PWP
572
Precedent Wealth Partners
Texas
$325K -$8.71K -143 -3%
RBFC
573
Roman Butler Fullerton & Co
Missouri
$321K +$670 +11 +0.2%
ACM
574
Advisors Capital Management
New Jersey
$319K -$24.1K -396 -7%
TI
575
Truepoint Inc
Ohio
$319K +$122 +2 +0%