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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
51
D.J. St. Germain
Massachusetts
$15.4M +$1.37M +26,528 +10%
SCM
52
Sollinda Capital Management
Florida
$15.1M -$549K -10,639 -3%
IPW
53
Impact Partnership Wealth
Georgia
$14.5M +$5.02M +97,390 +52%
WA
54
Waverly Advisors
Alabama
$14.4M +$222K +4,305 +2%
CNC
55
Citizens & Northern Corp
Pennsylvania
$14.2M +$1.15M +22,217 +9%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$14.1M +$2.59M +50,199 +22%
W
57
Wealthquest
Ohio
$13.3M -$1.1M -21,287 -8%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$13.2M +$2.38M +46,199 +22%
IWM
59
IHT Wealth Management
Illinois
$13.1M -$449K -8,708 -3%
FGAM
60
Financial Gravity Asset Management
Texas
$12.9M +$494K +9,575 +4%
NPI
61
New Perspectives Inc
Mississippi
$12.8M +$410K +7,944 +3%
PRS
62
Pinkerton Retirement Specialists
Idaho
$12.3M -$5.59M -108,248 -31%
Mariner
63
Mariner
Kansas
$11.8M +$1.24M +24,047 +12%
AF
64
Allworth Financial
California
$10.9M +$729K +14,122 +7%
TC
65
Trilogy Capital
California
$10.9M +$572K +11,089 +5%
GWM
66
Geneos Wealth Management
Colorado
$10.9M +$786K +15,235 +8%
HSWS
67
Higgins & Schmidt Wealth Strategies
Colorado
$10.8M +$96.9K +1,878 +0.9%
LSERS
68
Louisiana State Employees Retirement System
Louisiana
$10.7M +$10.8M +209,100 New
ACM
69
Advance Capital Management
Michigan
$10.7M +$271K +5,256 +3%
FIBT
70
First International Bank & Trust
North Dakota
$10.2M -$21.6K -419 -0.2%
MGIA
71
Moneta Group Investment Advisors
Missouri
$10.2M +$618K +11,981 +6%
WWM
72
Western Wealth Management
Colorado
$10.1M +$37.4K +725 +0.4%
SWP
73
Stratos Wealth Partners
Ohio
$10M +$1.15M +22,350 +13%
RIS
74
Retirement Income Solutions
Michigan
$9.93M -$2.97M -57,499 -23%
WA
75
WBH Advisory
Maryland
$9.86M +$201K +3,897 +2%