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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
51
Gerber Kawasaki Wealth & Investment Management
California
$25.4M +$1.32M +23,454 +6%
OC
52
Oarsman Capital
Wisconsin
$25.1M +$13.2M +233,876 +114%
CWM
53
Cahaba Wealth Management
Georgia
$25M +$217K +3,859 +0.9%
DWM
54
Dakota Wealth Management
Florida
$24.7M +$4.7M +83,464 +24%
AssetMark Inc
55
AssetMark Inc
California
$24.6M -$680K -12,069 -3%
DJSG
56
D.J. St. Germain
Massachusetts
$24.5M +$1.77M +31,430 +8%
Raymond James Financial
57
Raymond James Financial
Florida
$24.1M +$9.1M +161,521 +62%
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$23.7M +$872K +15,485 +4%
RA
59
RFG Advisory
Alabama
$23.3M -$9.47M -168,011 -29%
IAS
60
Integrity Advisory Solutions
Texas
$23.2M +$22.9M +406,116 New
M1FG
61
Mach-1 Financial Group
Arkansas
$23.2M +$22.9M +406,116 New
FSG
62
Financial Strategies Group
Michigan
$22.5M +$615K +10,918 +3%
OFS
63
OneAscent Financial Services
Alabama
$22.4M -$2.45M -43,453 -10%
SC
64
Savant Capital
Illinois
$22.1M -$4.16M -73,807 -16%
FNT
65
First National Trust
Pennsylvania
$22M +$1.16M +20,563 +6%
RWM
66
Reston Wealth Management
Virginia
$21.6M +$6.54K +116 +0%
CBT
67
Crews Bank & Trust
Florida
$21.4M -$1.41M -24,972 -6%
RFS
68
Retirement Financial Solutions
Tennessee
$21.3M +$21M +372,319 New
WA
69
Waverly Advisors
Alabama
$20.4M +$118K +2,098 +0.6%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$20.1M +$19.8M +350,938 +1,132,058%
PCM
71
Penserra Capital Management
California
$19.3M +$1.99M +35,267 +12%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$18.7M +$2.11M +37,482 +13%
EIG
73
Ellenbecker Investment Group
Wisconsin
$18.2M +$1.36M +24,143 +8%
AFWM
74
Abich Financial Wealth Management
Virginia
$18M +$17.8M +315,310 New
STA
75
Summit Trail Advisors
New York
$17.1M -$557K -9,888 -3%