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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPO
76
Cerity Partners OCIO
New York
$950K +$1.05M +32,280 New
AF
77
Affiance Financial
Minnesota
$945K +$1.05M +32,109 New
PFM
78
Parsec Financial Management
North Carolina
$861K +$282K +8,658 +42%
CI
79
CX Institutional
Indiana
$830K +$111K +3,395 +14%
PAG
80
Private Advisor Group
New Jersey
$771K +$611K +18,776 +253%
GSC
81
G&S Capital
Colorado
$748K -$5.63K -173 -0.7%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$718K +$454K +13,950 +133%
CPA
83
Clear Perspective Advisors
Illinois
$711K -$326K -10,019 -29%
Wells Fargo
84
Wells Fargo
California
$709K +$50.3K +1,546 +7%
AFS
85
Access Financial Services
Minnesota
$693K +$767K +23,557 New
B
86
Brightworth
Georgia
$676K +$20.1K +617 +3%
LTFS
87
Ladenburg Thalmann Financial Services
Florida
$669K -$53.4K -1,640 -7%
CA
88
Clearstead Advisors
Ohio
$666K +$737K +22,652 New
FC
89
Forte Capital
New York
$653K +$23.8K +730 +3%
BWFA
90
Baltimore-Washington Financial Advisors
Maryland
$616K +$180K +5,535 +36%
CCM
91
Coldstream Capital Management
Washington
$543K +$236K +7,236 +64%
HSA
92
HBK Sorce Advisory
Pennsylvania
$521K +$577K +17,723 New
WP
93
WealthSource Partners
California
$516K -$120K -3,695 -17%
OFG
94
Omega Financial Group
California
$512K +$567K +17,405 New
RIA
95
Regal Investment Advisors
Michigan
$503K -$421K -12,928 -43%
EFS
96
Econ Financial Services
Pennsylvania
$482K +$533K +16,374 New
PWMG
97
Prestige Wealth Management Group
New Jersey
$450K +$498K +15,294 New
FWM
98
Frontier Wealth Management
Missouri
$446K +$40.3K +1,238 +9%
SIAP
99
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$426K +$272K +8,350 +136%
GRP
100
Global Retirement Partners
California
$423K +$2.51K +77 +0.5%