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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
826
Community Bank
New York
$3.04K – – –
AW
827
Avion Wealth
Texas
$3K +$3.22K +50 New
BTI
828
Blue Trust Inc
Georgia
$2.84K +$2.7K +42 New
RF
829
Robbins Farley
New Hampshire
$2.5K +$2.38K +37 New
IF
830
Integrity Financial
Wyoming
$2.09K +$1.99K +31 New
BBHC
831
Brown Brothers Harriman & Co
New York
$1.82K – – –
CWM
832
Copia Wealth Management
Oregon
$1.82K – – –
PF
833
PlanVest Financial
Maryland
$1.82K – – –
AIC
834
Archer Investment Corporation
Indiana
$1.62K -$386 -6 -20%
SWM
835
SHP Wealth Management
Massachusetts
$1.49K – – –
FGA
836
Fortis Group Advisors
New Jersey
$1.35K – – –
KFG
837
Kingdom Financial Group
Arizona
$1.01K -$4.05K -63 -81%
EA
838
Evolution Advisers
Virginia
$1K – – –
NA
839
Networth Advisors
Pennsylvania
$946 – – –
GFA
840
Godfrey Financial Associates
New York
$676 – – –
CVM
841
Cheviot Value Management
California
$608 – – –
CFSG
842
Community Financial Services Group
Vermont
$469 – – –
PWAM
843
Private Wealth Asset Management
Iowa
$338 – – –
MCA
844
McGuire Capital Advisors
Oklahoma
$270 +$257 +4 New
SWIM
845
Smallwood Wealth Investment Management
New Jersey
$270 +$257 +4 New
RG
846
RHL Group
Michigan
$136 – – –
SWA
847
SOA Wealth Advisors
New York
$68 – – –
TPSF
848
Texas Permanent School Fund
Texas
– -$30.9M -521,398 Closed
VCM
849
Vivaldi Capital Management
Illinois
– -$8.72M -147,263 Closed
Renaissance Technologies
850
Renaissance Technologies
New York
– -$4.54M -76,700 Closed