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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
51
Nicolet Advisory Services
Wisconsin
$4.98M -$888K -23,940 -16%
V
52
Veritable
Delaware
$4.95M
WA
53
WBH Advisory
Maryland
$4.72M +$498K +13,440 +14%
KW
54
KWB Wealth
California
$4.64M +$4.26M +114,952 New
AA
55
Advisory Alpha
Michigan
$4.49M +$26.9K +726 +0.7%
CG
56
Colony Group
Massachusetts
$4.37M -$26K -700 -0.6%
CPO
57
Cerity Partners OCIO
New York
$4.24M -$202K -5,439 -5%
UCFA
58
United Capital Financial Advisors
Texas
$4.22M -$462K -12,460 -11%
CA
59
CGN Advisors
Kansas
$4.19M +$3.85M +103,689 New
RIS
60
Retirement Income Solutions
Michigan
$4.13M +$1.48M +39,936 +64%
JFA
61
JNBA Financial Advisors
Minnesota
$4.03M +$105K +2,825 +3%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$3.96M -$4.89M -131,806 -57%
IWM
63
IHT Wealth Management
Illinois
$3.37M -$111K -3,002 -3%
Northern Trust
64
Northern Trust
Illinois
$3.15M
CCT
65
Chemung Canal Trust
New York
$3.02M
PAG
66
Pinnacle Advisory Group
Maryland
$3.02M -$144K -3,886 -5%
Jane Street
67
Jane Street
New York
$2.99M +$2.35M +63,276 +584%
AFS
68
Annapolis Financial Services
Maryland
$2.99M +$2.74M +74,021 New
NC
69
NovaPoint Capital
Georgia
$2.92M +$51.1K +1,379 +2%
HIIFS
70
Harel Insurance Investments & Financial Services
Israel
$2.92M +$834K +22,492 New
FAIM
71
Financial Advocates Investment Management
Washington
$2.89M +$161K +4,345 +6%
GSWM
72
Golden State Wealth Management
California
$2.82M +$2.59M +69,715 New
FI
73
FormulaFolio Investments
Michigan
$2.74M -$265K -7,144 -10%
BFG
74
Berger Financial Group
Minnesota
$2.68M +$2.46M +66,395 New
TCM
75
Towercrest Capital Management
Pennsylvania
$2.66M +$16.7K +450 +0.7%