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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
651
Callan Family Office
Pennsylvania
$243K +$232K +3,603 New
EWM
652
Evolution Wealth Management
Florida
$243K -$70.4K -1,094 -23%
NS
653
NBC Securities
Alabama
$240K
GWAM
654
Guardian Wealth Advisors (Minnesota)
Minnesota
$240K
SWGC
655
Summit Wealth Group (Colorado)
Colorado
$239K
CAC
656
Certified Advisory Corp
Florida
$238K -$257 -4 -0.1%
UFA
657
Uptown Financial Advisors
Texas
$237K
AT
658
Arlington Trust
Alabama
$236K
BCM
659
Brookstone Capital Management
Illinois
$236K +$225K +3,499 New
AFTS
660
American Financial & Tax Strategies
New York
$235K +$64 +1 +0%
ES
661
ETF Store
Kansas
$234K +$4.57K +71 +2%
MF
662
Montis Financial
Massachusetts
$233K +$515 +8 +0.2%
CWMGP
663
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$232K -$23.2K -360 -9%
S
664
SignatureFD
Georgia
$231K -$257 -4 -0.1%
SAM
665
Smartleaf Asset Management
Massachusetts
$229K
KA
666
KLCM Advisors
Wisconsin
$228K +$217K +3,377 New
PA
667
Procyon Advisors
Connecticut
$228K -$27.7K -430 -11%
KDA
668
Kraft Davis & Associates
Missouri
$227K +$2.57K +40 +1%
PAS
669
PKS Advisory Services
New York
$225K +$214K +3,331 New
MSFS
670
Main Street Financial Solutions
Pennsylvania
$223K +$212K +3,297 New
YIA
671
YHB Investment Advisors
Connecticut
$222K +$212K +3,293 New
GAA
672
Global Assets Advisory
Florida
$222K -$787K -12,227 -79%
Chevy Chase Trust
673
Chevy Chase Trust
Maryland
$222K -$211K -3,283 -50%
OWCM
674
One Wealth Capital Management
Arizona
$221K +$211K +3,276 New
JWM
675
JGP Wealth Management
Oregon
$219K +$208K +3,239 New