We are live on ! Find out more
SPMD icon

State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$22.8M +$691K +10,748 +3%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$22.6M -$745K -11,587 -2%
GIA
78
Gladstone Institutional Advisory
Florida
$22.5M +$3M +46,690 +16%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$22M +$3.28M +50,992 +19%
RA
80
RFG Advisory
Alabama
$22M -$1.44M -22,378 -6%
CBT
81
Crews Bank & Trust
Florida
$21.4M -$715K -11,118 -3%
FGC
82
Financial Gravity Companies
Texas
$20.8M +$19.8M +307,321 New
NPI
83
New Perspectives Inc
Mississippi
$20.7M +$903K +14,033 +5%
SFP
84
Shepherd Financial Partners
Massachusetts
$20.5M +$486K +7,559 +3%
AWA
85
Alta Wealth Advisors
Massachusetts
$19.9M -$8.75K -136 -0%
AF
86
Allworth Financial
California
$19.7M -$561K -8,714 -3%
AWM
87
Avior Wealth Management
Nebraska
$19.6M +$252K +3,916 +1%
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$18.7M -$423K -6,576 -2%
CCM
89
Coldstream Capital Management
Washington
$18.5M +$328K +5,095 +2%
IWC
90
Integrated Wealth Concepts
Massachusetts
$18M +$6.43M +99,955 +60%
Lido Advisors
91
Lido Advisors
California
$17.9M +$637K +9,897 +4%
NSAM
92
North Star Asset Management
Wisconsin
$17.5M +$241K +3,749 +1%
VVP
93
Venture Visionary Partners
Ohio
$17.4M -$489K -7,604 -3%
Ameriprise
94
Ameriprise
Minnesota
$17.4M -$202K -3,132 -1%
MHWM
95
Montz Harcus Wealth Management
Louisiana
$17.4M +$1.1M +17,084 +7%
STA
96
Summit Trail Advisors
New York
$17.3M -$1.33M -20,616 -7%
B
97
Bensler
Washington
$16.7M +$727K +11,301 +5%
CFP
98
Cascade Financial Partners
California
$16.7M +$616K +9,579 +4%
SLF
99
Sun Life Financial
Ontario, Canada
$16.1M -$10.3M -159,823 -40%
SAG
100
SageView Advisory Group
California
$16M +$13.8M +214,214 +967%