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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
576
Meridian Wealth Management
Kentucky
$216K -$24K -466 -11%
DP
577
Denver PWM
Colorado
$215K
KFGK
578
Keystone Financial Group (Kentucky)
Kentucky
$214K +$203K +3,936 New
VVP
579
Venture Visionary Partners
Ohio
$214K +$202K +3,931 New
CCG
580
Capital CS Group
California
$213K -$1.08K -21 -0.5%
OE
581
October Effect
Virginia
$212K +$201K +3,898 New
MPW
582
Magnolia Private Wealth
Pennsylvania
$212K -$221K -4,300 -52%
PS
583
Principal Securities
Iowa
$211K -$2.99K -58 -1%
PA
584
Procyon Advisors
Connecticut
$210K -$2.16K -42 -1%
GWAM
585
Guardian Wealth Advisors (Minnesota)
Minnesota
$209K +$198K +3,850 New
Lido Advisors
586
Lido Advisors
California
$208K -$21.5K -418 -10%
DFG
587
Dynamic Financial Group
Iowa
$208K +$197K +3,823 New
XT
588
XTX Topco
Cayman Islands
$206K +$195K +3,790 New
SAM
589
Synergy Asset Management
Washington
$204K +$194K +3,758 New
VF
590
Vestment Financial
Minnesota
$203K +$189K +3,679 New
GFWA
591
Grey Fox Wealth Advisors
Delaware
$203K -$21K -407 -10%
MLA
592
My Legacy Advisors
Oregon
$202K +$185K +3,597 New
GT
593
Glenview Trust
Kentucky
$200K +$190K +3,681 New
EWM
594
Evolution Wealth Management
Florida
$189K +$179K +3,475 New
AT
595
Arlington Trust
Alabama
$187K
NS
596
NBC Securities
Alabama
$178K
S
597
SignatureFD
Georgia
$175K +$28.7K +557 +21%
PFM
598
Phillips Financial Management
Indiana
$174K
JFG
599
JDM Financial Group
Texas
$173K -$3.04K -59 -2%
NFSG
600
Newbridge Financial Services Group
Florida
$172K +$464 +9 +0.3%