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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
801
Networth Advisors
Pennsylvania
$829 +$852 +14 New
EWM
802
EPG Wealth Management
Georgia
$592
GFA
803
Godfrey Financial Associates
New York
$592
CVM
804
Cheviot Value Management
California
$533
TPWA
805
Twin Peaks Wealth Advisors
California
$533 +$548 +9 New
CFSG
806
Community Financial Services Group
Vermont
$418 +$426 +7 New
PWAM
807
Private Wealth Asset Management
Iowa
$296
IRAG
808
Investment Research & Advisory Group
Georgia
$120
RG
809
RHL Group
Michigan
$119
PFBT
810
Parkside Financial Bank & Trust
Missouri
$60 +$61 +1 New
SWA
811
SOA Wealth Advisors
New York
$59
PAS
812
Park Avenue Securities
New York
-$12.6M -218,396 Closed
IA
813
IFG Advisory
Georgia
-$4.6M -79,375 Closed
SCM
814
SOL Capital Management
Maryland
-$3.96M -68,375 Closed
Bank of Nova Scotia
815
Bank of Nova Scotia
Ontario, Canada
-$3.6M -62,200 Closed
CST
816
Charles Schwab Trust
Nevada
-$2.42M -41,854 Closed
JF
817
JSF Financial
California
-$2.11M -36,431 Closed
PFA
818
Pinnacle Family Advisors
Missouri
-$1.32M -22,855 Closed
SFP
819
Strategic Financial Planning
Texas
-$1.04M -17,904 Closed
Janney Montgomery Scott
820
Janney Montgomery Scott
Pennsylvania
-$990K -17,100 Closed
BFG
821
Bleakley Financial Group
New Jersey
-$664K -11,467 Closed
Natixis Advisors
822
Natixis Advisors
Massachusetts
-$604K -10,427 Closed
SFFS
823
Stonehage Fleming Financial Services
Jersey
-$421K -7,275 Closed
SIG
824
Spinnaker Investment Group
California
-$369K -6,365 Closed
AO
825
Advisor OS
Illinois
-$342K -5,907 Closed