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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$18.3M +$3.19M +60,272 +22%
IPW
52
Impact Partnership Wealth
Georgia
$18.3M +$2.68M +50,667 +18%
MML Investors Services
53
MML Investors Services
Massachusetts
$18M +$148K +2,801 +0.9%
CWM
54
Cahaba Wealth Management
Georgia
$17.6M -$15.1K -285 -0.1%
DJSG
55
D.J. St. Germain
Massachusetts
$17.2M +$837K +15,831 +5%
SCM
56
Sollinda Capital Management
Florida
$15.9M -$184K -3,471 -1%
WA
57
Waverly Advisors
Alabama
$15.8M +$477K +9,020 +3%
CNC
58
Citizens & Northern Corp
Pennsylvania
$15.2M +$12.3K +232 +0.1%
MWPCG
59
Measured Wealth Private Client Group
New Hampshire
$15M -$4.13M -78,131 -22%
STA
60
Summit Trail Advisors
New York
$14.6M +$13.5M +254,685 +2,018%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$14.5M +$429K +8,110 +3%
NPI
62
New Perspectives Inc
Mississippi
$14.1M +$449K +8,486 +3%
TC
63
TownSquare Capital
Utah
$12.9M +$2.43M +45,958 +24%
FFA
64
Farther Finance Advisors
California
$12.9M +$3.86M +72,988 +45%
FGC
65
Financial Gravity Companies
Texas
$12.4M +$12M +226,751 New
SWP
66
Stratos Wealth Partners
Ohio
$12.4M +$1.66M +31,324 +16%
GWM
67
Geneos Wealth Management
Colorado
$12.4M +$694K +13,126 +6%
HSWS
68
Higgins & Schmidt Wealth Strategies
Colorado
$12.1M +$654K +12,376 +6%
WWM
69
Western Wealth Management
Colorado
$11.9M +$1.06M +20,137 +10%
AF
70
Allworth Financial
California
$11.9M +$552K +10,447 +5%
PRS
71
Pinkerton Retirement Specialists
Idaho
$11.6M -$1.47M -27,860 -12%
ACM
72
Advance Capital Management
Michigan
$11.4M +$33.8K +640 +0.3%
MHWM
73
Montz Harcus Wealth Management
Louisiana
$11.1M +$729K +13,794 +7%
AWA
74
Alta Wealth Advisors
Massachusetts
$11M +$808K +15,284 +8%
WA
75
WBH Advisory
Maryland
$11M +$441K +8,336 +4%