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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
626
Foundations Investment Advisors
Arizona
$249K -$47.2K -776 -16%
ACM
627
Absolute Capital Management
Pennsylvania
$248K +$10.8K +178 +4%
WOSD
628
WFA of San Diego
California
$247K – – –
TP
629
Tranquility Partners
Tennessee
$246K -$8.46K -139 -3%
AWMI
630
Aegis Wealth Management (Iowa)
Iowa
$245K +$252K +4,144 New
OPA
631
Old Port Advisors
Maine
$240K +$1.4K +23 +0.6%
RRA
632
Round Rock Advisors
Connecticut
$238K -$7.3K -120 -3%
VF
633
Vestment Financial
Minnesota
$237K – – –
TNA
634
True North Advisors
Texas
$236K – – –
ML
635
Mayport LLC
Massachusetts
$236K +$242K +3,983 New
US Bancorp
636
US Bancorp
Minnesota
$232K – – –
WIM
637
Westside Investment Management
California
$231K -$192K -3,153 -45%
MCA
638
MSH Capital Advisors
Arizona
$230K -$2.5K -41 -1%
M
639
MATAURO
New York
$228K -$67.3K -1,106 -22%
FCIM
640
Fairview Capital Investment Management
California
$228K – – –
EC
641
Estate Counselors
Wisconsin
$227K -$63K -1,035 -21%
GFWA
642
Grey Fox Wealth Advisors
Delaware
$226K +$3.83K +63 +2%
PA
643
Procyon Advisors
Connecticut
$225K +$231K +3,799 New
CWMGP
644
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$225K -$670 -11 -0.3%
NG
645
Norden Group
Utah
$224K -$5.72K -94 -2%
MPW
646
Magnolia Private Wealth
Pennsylvania
$222K – – –
C1AG
647
Client 1st Advisory Group
Florida
$220K +$2.25K +37 +1%
KDA
648
Kraft Davis & Associates
Missouri
$219K -$1.38M -22,722 -87%
NP
649
NorthRock Partners
Minnesota
$218K -$111K -1,828 -33%
WFS
650
WealthGarden F.S.
California
$217K +$1.34K +22 +0.6%