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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPSG
51
Wealth & Pension Services Group
Georgia
$1.55M +$241K +6,652 +18%
CM
52
Churchill Management
California
$1.44M +$301K +8,318 +26%
SMFS
53
Squar Milner Financial Services
California
$1.42M +$556K +15,367 +64%
LPL Financial
54
LPL Financial
California
$1.38M +$130K +3,606 +10%
MCWS
55
McKinley Carter Wealth Services
West Virginia
$1.36M -$225K -6,211 -14%
AI
56
Atria Investments
North Carolina
$1.34M +$121K +3,335 +10%
GF
57
Goodman Financial
Texas
$1.3M +$176K +4,862 +16%
CPA
58
Clear Perspective Advisors
Illinois
$1.24M +$1.24M +34,176 New
Jane Street
59
Jane Street
New York
$1.16M -$2.48M -68,617 -68%
VIM
60
Vista Investment Management
Pennsylvania
$1.12M +$119K +3,290 +12%
AWA
61
Arete Wealth Advisors
Illinois
$1.1M -$41.2K -1,140 -4%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$1.09M -$153K -4,223 -12%
RIA
63
Regal Investment Advisors
Michigan
$1.09M +$1.09M +30,029 New
SPIA
64
Steward Partners Investment Advisory
New York
$1.04M +$81.2K +2,246 +9%
SS
65
Simplicity Solutions
Minnesota
$962K -$1.26M -34,939 -57%
CIAS
66
Capital Investment Advisory Services
North Carolina
$927K +$156K +4,325 +20%
AWM
67
AE Wealth Management
Kansas
$926K -$1.3M -35,965 -58%
GSC
68
G&S Capital
Colorado
$925K +$204K +5,650 +28%
CI
69
CX Institutional
Indiana
$897K +$281K +7,771 +46%
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$882K +$798K +22,059 +950%
Wells Fargo
71
Wells Fargo
California
$816K +$230K +6,355 +39%
B
72
Brightworth
Georgia
$808K +$29.5K +815 +4%
FC
73
Forte Capital
New York
$776K +$107K +2,952 +16%
WP
74
WealthSource Partners
California
$767K +$74.8K +2,068 +11%
PFM
75
Parsec Financial Management
North Carolina
$745K +$326K +9,020 +78%