We are live on ! Find out more
SPMD icon

State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
776
Pillar Financial Advisors
Kentucky
$2.38K +$2.35K +41 New
BHWM
777
Beaird Harris Wealth Management
Texas
$1.97K +$1.95K +34 New
BBHC
778
Brown Brothers Harriman & Co
New York
$1.56K – – –
AIC
779
Archer Investment Corporation
Indiana
$1.39K – – –
CSC
780
Caldwell Sutter Capital
California
$1.39K – – –
RPCA
781
Running Point Capital Advisors
California
$1.33K – – –
TRCT
782
Tower Research Capital (TRC)
New York
$1.33K +$1.32K +23 New
SWM
783
SHP Wealth Management
Massachusetts
$1.27K +$1.26K +22 New
FGA
784
Fortis Group Advisors
New Jersey
$1.16K – – –
LWMI
785
Legacy Wealth Management (Idaho)
Idaho
$927 -$55.1K -959 -98%
TFA
786
Transamerica Financial Advisors
Florida
$639 +$632 +11 New
EWM
787
EPG Wealth Management
Georgia
$579 – – –
GFA
788
Godfrey Financial Associates
New York
$579 +$574 +10 New
CVM
789
Cheviot Value Management
California
$548 – – –
PWAM
790
Private Wealth Asset Management
Iowa
$290 – – –
IRAG
791
Investment Research & Advisory Group
Georgia
$117 – – –
RG
792
RHL Group
Michigan
$116 +$115 +2 New
FW
793
Fairway Wealth
Ohio
$58 – – –
SWA
794
SOA Wealth Advisors
New York
$58 – – –
ETC
795
Exchange Traded Concepts
Oklahoma
– -$108M -1,881,210 Closed
M1FG
796
Mach-1 Financial Group
Arkansas
– -$23.2M -406,116 Closed
OFS
797
OneAscent Financial Services
Alabama
– -$22.4M -390,903 Closed
FF
798
Farrow Financial
Vermont
– -$2.78M -48,572 Closed
WCM
799
WealthTrak Capital Management
Virginia
– -$1.78M -31,057 Closed
HPC
800
HM Payson & Co
Maine
– -$1.67M -29,207 Closed
30 31
32
33 34