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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RL
751
Rogco LP
Oklahoma
$18.8K +$19.4K +318 New
HIA
752
HFM Investment Advisors
New Jersey
$17.5K +$7.12K +117 +65%
HFS
753
Hantz Financial Services
Michigan
$17K -$4.81K -79 -21%
MSG
754
Main Street Group
Virginia
$15.9K +$16.3K +268 New
CWM
755
Cranbrook Wealth Management
Michigan
$15.5K +$487 +8 +3%
MFP
756
Meramec Financial Planners
Missouri
$15.4K +$14.6K +240 New
ZBNA
757
Zions Bancorporation, National Association
Utah
$15.2K +$15.6K +257 New
CMP
758
Coston McIsaac & Partners
Maine
$15K +$5.66K +93 +55%
KCM
759
Key Capital Management
Tennessee
$14.6K +$15K +247 New
NRWA
760
North Ridge Wealth Advisors
Oregon
$13.4K -$3.59K -59 -21%
LWM
761
Lodestone Wealth Management
Washington
$12.1K – – –
OC
762
Oakworth Capital
Alabama
$11.8K – – –
TWM
763
Topsail Wealth Management
North Carolina
$11.2K – – –
FMTCOCP
764
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K – – –
CSPIA
765
Cary Street Partners Investment Advisory
Virginia
$10.7K -$2.37K -39 -18%
Citigroup
766
Citigroup
New York
$10.3K +$2.5K +41 +31%
VWM
767
Vermillion Wealth Management
Minnesota
$9.71K +$61 +1 +0.6%
AWM
768
Abound Wealth Management
Tennessee
$8.97K +$9.19K +151 New
BA
769
Blueline Advisors
New Hampshire
$8.68K -$609 -10 -6%
Q1WB
770
Quest 10 Wealth Builders
Virginia
$8.23K +$1.34K +22 +19%
BL
771
BFSG LLC
California
$7.4K – – –
TFA
772
Transamerica Financial Advisors
Florida
$7.17K +$6.7K +110 +1,000%
HDIM
773
Hanson & Doremus Investment Management
Vermont
$7K +$7.24K +119 New
FC
774
Financial Consulate
Maryland
$6.99K – – –
FFA
775
Frazier Financial Advisors
Ohio
$6.92K +$61 +1 +0.9%