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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$25M +$2.39M +46,488 +11%
SC
52
Savant Capital
Illinois
$25M -$8.04M -156,128 -25%
AssetMark Inc
53
AssetMark Inc
California
$24.1M +$93.1K +1,808 +0.4%
OFS
54
OneAscent Financial Services
Alabama
$23.9M +$404K +7,848 +2%
CWM
55
Cahaba Wealth Management
Georgia
$23.6M +$5.7M +110,641 +34%
Corient Private Wealth
56
Corient Private Wealth
Florida
$23M +$1.78M +34,636 +9%
GKWIM
57
Gerber Kawasaki Wealth & Investment Management
California
$22.9M +$1.14M +22,090 +6%
CBT
58
Crews Bank & Trust
Florida
$21.7M +$982K +19,067 +5%
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$21.7M +$1.5M +29,190 +8%
DJSG
60
D.J. St. Germain
Massachusetts
$21.6M +$2.2M +42,776 +12%
FSG
61
Financial Strategies Group
Michigan
$21.4M +$827K +16,061 +4%
RWM
62
Reston Wealth Management
Virginia
$20.6M +$1.03M +19,930 +6%
FNT
63
First National Trust
Pennsylvania
$19.8M -$227K -4,414 -1%
WA
64
Waverly Advisors
Alabama
$19.3M +$887K +17,215 +5%
DWM
65
Dakota Wealth Management
Florida
$18.9M +$6.21M +120,609 +53%
STA
66
Summit Trail Advisors
New York
$16.8M -$1.29M -25,056 -7%
Mariner
67
Mariner
Kansas
$16.6M +$1.4M +27,204 +10%
PCM
68
Penserra Capital Management
California
$16.4M +$394K +7,650 +3%
EIG
69
Ellenbecker Investment Group
Wisconsin
$16M +$2.91M +56,461 +24%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$15.7M +$755K +14,655 +5%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$15.6M +$1.39M +26,994 +10%
FGC
72
Financial Gravity Companies
Texas
$15.4M +$14.6M +283,724 New
SFP
73
Shepherd Financial Partners
Massachusetts
$15.3M +$338K +6,555 +2%
GWM
74
Geneos Wealth Management
Colorado
$15.3M +$1.09M +21,075 +8%
NPI
75
New Perspectives Inc
Mississippi
$14.8M +$158K +3,062 +1%