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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TI
576
Trexquant Investment
Connecticut
$238K +$235K +4,170 New
MWM
577
Meridian Wealth Management
Kentucky
$238K +$11K +196 +5%
RWM
578
Rialto Wealth Management
New York
$237K +$2.54K +45 +1%
OPA
579
Old Port Advisors
Maine
$236K – – –
IJWM
580
Inman Jager Wealth Management
Mississippi
$234K +$231K +4,097 New
VVP
581
Venture Visionary Partners
Ohio
$233K +$7.66K +136 +3%
ACM
582
Altrius Capital Management
North Carolina
$231K -$1.13K -20 -0.5%
PS
583
Principal Securities
Iowa
$231K +$8.85K +157 +4%
RRA
584
Round Rock Advisors
Connecticut
$230K -$56 -1 -0%
CF
585
Convergence Financial
Missouri
$230K +$338 +6 +0.1%
AIM
586
Acropolis Investment Management
Missouri
$229K – – –
TNA
587
True North Advisors
Texas
$228K – – –
MCA
588
MSH Capital Advisors
Arizona
$227K +$223K +3,966 New
CWMGP
589
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$226K -$62.9K -1,116 -22%
FFL
590
Financial Freedom LLC
Ohio
$220K -$76.3K -1,355 -26%
NG
591
Norden Group
Utah
$220K +$216K +3,841 New
OE
592
October Effect
Virginia
$218K -$4.84K -86 -2%
PA
593
Procyon Advisors
Connecticut
$218K -$3.27K -58 -2%
US Bancorp
594
US Bancorp
Minnesota
$217K +$42.6K +757 +25%
HL
595
HeadInvest LLC
Maine
$216K -$12.7K -225 -6%
DP
596
Denver PWM
Colorado
$215K – – –
GFWA
597
Grey Fox Wealth Advisors
Delaware
$214K +$563 +10 +0.3%
MPW
598
Magnolia Private Wealth
Pennsylvania
$214K -$8.68K -154 -4%
GWAM
599
Guardian Wealth Advisors (Minnesota)
Minnesota
$213K -$7.04K -125 -3%
FCIM
600
Fairview Capital Investment Management
California
$213K +$210K +3,720 New