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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$14.1M +$124K +2,779 +1%
GWM
52
Geneos Wealth Management
Colorado
$13.5M +$592K +13,298 +5%
W
53
Wealthquest
Ohio
$13.4M +$1.16M +26,139 +10%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$12.9M -$452K -10,142 -4%
DJSG
55
D.J. St. Germain
Massachusetts
$12.6M +$1.32M +29,642 +13%
GKWIM
56
Gerber Kawasaki Wealth & Investment Management
California
$12.2M +$2.39M +53,708 +27%
1WM
57
1900 Wealth Management
Texas
$12M +$10.2M +228,200 +1,261%
ACM
58
Advance Capital Management
Michigan
$12M +$538K +12,068 +5%
RIS
59
Retirement Income Solutions
Michigan
$12M +$305K +6,842 +3%
FGAM
60
Financial Gravity Asset Management
Texas
$11.9M +$10.9M +243,740 New
CIAS
61
Capital Investment Advisory Services
North Carolina
$11.7M -$418K -9,375 -4%
SCM
62
Sollinda Capital Management
Florida
$11.3M +$10.3M +232,174 New
TC
63
TownSquare Capital
Utah
$10.8M +$2.05M +46,062 +26%
KW
64
KWB Wealth
California
$10.8M +$473K +10,621 +5%
SFG
65
StrategIQ Financial Group
Indiana
$10.6M +$326K +7,316 +3%
WWM
66
Western Wealth Management
Colorado
$10.5M +$873K +19,588 +10%
CSPAM
67
Cary Street Partners Asset Management
Virginia
$10.4M -$5.84K -131 -0.1%
ARC
68
Advisor Resource Council
Texas
$10.1M +$9.24M +207,367 New
WANY
69
Wealthspire Advisors (New York)
New York
$10.1M -$492K -11,053 -5%
WCM
70
Windsor Capital Management
Arizona
$9.91M -$166K -3,730 -2%
MGIA
71
Moneta Group Investment Advisors
Missouri
$9.89M -$289K -6,494 -3%
HSWS
72
Higgins & Schmidt Wealth Strategies
Colorado
$9.86M +$9.02M +202,458 New
AA
73
Advisory Alpha
Michigan
$9.76M +$882K +19,796 +11%
TC
74
Trilogy Capital
California
$9.71M +$1.44M +32,423 +19%
BPA
75
Beacon Pointe Advisors
California
$9.36M +$105K +2,352 +1%