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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$11.5M +$764K +16,616 +7%
Mariner
52
Mariner
Kansas
$11M +$910K +19,790 +9%
W
53
Wealthquest
Ohio
$10.9M +$1.28M +27,808 +13%
CIAS
54
Capital Investment Advisory Services
North Carolina
$10.9M +$177K +3,858 +2%
RIS
55
Retirement Income Solutions
Michigan
$10.5M -$12.2K -265 -0.1%
ACM
56
Advance Capital Management
Michigan
$10.3M +$2.57M +55,950 +31%
DJSG
57
D.J. St. Germain
Massachusetts
$10M +$206K +4,479 +2%
KW
58
KWB Wealth
California
$9.68M -$51K -1,109 -0.5%
WANY
59
Wealthspire Advisors (New York)
New York
$9.55M -$284K -6,171 -3%
CSPAM
60
Cary Street Partners Asset Management
Virginia
$9.39M +$9.86M +214,529 New
SFG
61
StrategIQ Financial Group
Indiana
$9.24M +$373K +8,115 +4%
MGIA
62
Moneta Group Investment Advisors
Missouri
$9.18M +$37.9K +824 +0.4%
WCM
63
Windsor Capital Management
Arizona
$9.07M -$299K -6,507 -3%
IWC
64
Integrated Wealth Concepts
Massachusetts
$8.71M -$1.82M -39,684 -17%
GKWIM
65
Gerber Kawasaki Wealth & Investment Management
California
$8.58M +$2.1M +45,729 +30%
WWM
66
Western Wealth Management
Colorado
$8.54M +$876K +19,063 +11%
BPA
67
Beacon Pointe Advisors
California
$8.31M -$141K -3,064 -2%
AF
68
Allworth Financial
California
$8.27M +$897K +19,504 +12%
PI
69
Pachira Investments
California
$8.1M -$157K -3,425 -2%
AA
70
Advisory Alpha
Michigan
$7.9M +$158K +3,435 +2%
MHWM
71
Montz Harcus Wealth Management
Louisiana
$7.87M +$105K +2,283 +1%
CNC
72
Citizens & Northern Corp
Pennsylvania
$7.81M -$395K -8,594 -5%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$7.74M -$457K -9,932 -5%
TC
74
TownSquare Capital
Utah
$7.71M -$495K -10,770 -6%
Corient Private Wealth
75
Corient Private Wealth
Florida
$7.61M +$2.36M +51,308 +45%